| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 1,899 | 463,586,000 | 18.81% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 1,948,207 | 317,519,000 | 12.88% | ||
| 3 | WELLS FARGO & CO NEW | 2,433,849 | 134,129,000 | 5.44% | ||
| 4 | CARMAX | 1,859,150 | 119,711,000 | 4.86% | ||
| 5 | SOUTHWEST AIRLS CO | 1,625,700 | 81,025,000 | 3.29% | ||
| 6 | ALLEGHENY TECHNOLOGIES INC | 5,076,048 | 80,861,000 | 3.28% | ||
| 7 | RYMAN HOSPITALITY PPTYS INC | 1,189,100 | 74,925,000 | 3.04% | ||
| 8 | GENERAC HLDGS INC | 1,679,147 | 68,408,000 | 2.78% | ||
| 9 | CATERPILLAR INC | 600,000 | 55,644,000 | 2.26% | Put | |
| 10 | HOUGHTON MIFFLIN HARCOURT CO | 5,042,673 | 54,713,000 | 2.22% | ||
| 11 | Pandora Media Inc | 4,171,700 | 54,399,000 | 2.21% | ||
| 12 | G III APPAREL GROUP LTD COM | 1,792,046 | 52,973,000 | 2.15% | ||
| 13 | SPDR GOLD TR | 465,768 | 51,053,000 | 2.07% | ||
| 14 | BERKSHIRE HATHAWAY INC DEL | 300,000 | 48,894,000 | 1.98% | Call | |
| 15 | PRA GROUP INC | 1,199,640 | 46,906,000 | 1.90% | ||
| 16 | LAMAR ADVERTISING CO NEW CL A | 694,200 | 46,678,000 | 1.89% | ||
| 17 | WAL-MART STORES INC | 526,700 | 36,406,000 | 1.48% | ||
| 18 | MORGAN STANLEY | 819,900 | 34,641,000 | 1.41% | ||
| 19 | Laredo Petroleum Inc | 2,434,700 | 34,427,000 | 1.40% | ||
| 20 | SANTANDER CONSUMER USA HDG I COM | 2,482,200 | 33,510,000 | 1.36% | ||
| 21 | BANK AMER CORP | 1,500,000 | 33,150,000 | 1.35% | ||
| 22 | AMERICAN EXPRESS CO | 391,900 | 29,032,000 | 1.18% | ||
| 23 | WELLS FARGO & CO NEW | 500,000 | 27,555,000 | 1.12% | Call | |
| 24 | TJX COS INC NEW | 324,400 | 24,372,000 | 0.99% | ||
| 25 | BED BATH & BEYOND INC | 595,200 | 24,189,000 | 0.98% | ||
| 26 | CISCO SYS INC | 777,400 | 23,493,000 | 0.95% | ||
| 27 | CONOCOPHILLIPS | 415,700 | 20,843,000 | 0.85% | ||
| 28 | MICRON TECHNOLOGY INC | 948,069 | 20,782,000 | 0.84% | ||
| 29 | COSTCO WHSL CORP NEW | 129,500 | 20,734,000 | 0.84% | ||
| 30 | EXPRESS SCRIPTS HLDG CO | 300,000 | 20,637,000 | 0.84% | Put | |
| 31 | WALGREENS BOOTS ALLIANCE INC | 248,500 | 20,566,000 | 0.83% | ||
| 32 | MOHAWK INDS | 99,200 | 19,808,000 | 0.80% | ||
| 33 | DSW INC CL A | 825,500 | 18,698,000 | 0.76% | ||
| 34 | SCHLUMBERGER LTD | 207,100 | 17,386,000 | 0.71% | ||
| 35 | KAPSTONE PAPER & PACKAGING CRP COM | 753,080 | 16,605,000 | 0.67% | ||
| 36 | FIDELITY NATIONAL FINANCIAL | 485,999 | 16,505,000 | 0.67% | ||
| 37 | DELTA AIRLINES INC DEL | 323,900 | 15,933,000 | 0.65% | ||
| 38 | RANGE RES CORP | 434,300 | 14,923,000 | 0.61% | ||
| 39 | LYONDELLBASELL INDUSTRIES N | 167,700 | 14,385,000 | 0.58% | ||
| 40 | DEERE & CO | 132,781 | 13,682,000 | 0.56% | ||
| 41 | ALIBABA GROUP HLDG LTD | 150,000 | 13,172,000 | 0.53% | Put | |
| 42 | APPLE INC | 99,200 | 11,489,000 | 0.47% | ||
| 43 | FLEX LTD | 796,900 | 11,451,000 | 0.46% | ||
| 44 | HAWAIIAN HOLDINGS INC COM | 196,100 | 11,178,000 | 0.45% | ||
| 45 | HALLIBURTON | 195,400 | 10,569,000 | 0.43% | ||
| 46 | ASA GOLD AND PRECIOUS MTLS L | 912,296 | 10,072,000 | 0.41% | ||
| 47 | EXXON MOBIL CORP | 96,925 | 8,748,000 | 0.35% | ||
| 48 | TERADYNE INC COM | 335,700 | 8,527,000 | 0.35% | ||
| 49 | COEUR MNG INC | 935,000 | 8,499,000 | 0.34% | ||
| 50 | Pandora Media Inc | 557,600 | 7,271,000 | 0.30% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000877338-17-000003, filed 2017.02.10).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
