| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 2,871,110 | 142,809,000 | 10.49% | ||
| 2 | ARCH CAPITAL GROUP LTD SHS | 2,038,336 | 117,286,000 | 8.62% | ||
| 3 | MOODYS CORP | 1,301,995 | 103,274,000 | 7.59% | ||
| 4 | BROWN & BROWN INC COM | 3,120,742 | 95,994,000 | 7.05% | ||
| 5 | YUM BRANDS INC | 1,080,260 | 81,441,000 | 5.98% | ||
| 6 | GOLDMAN SACHS GROUP INC | 477,854 | 78,296,000 | 5.75% | ||
| 7 | TOLL BROTHERS INC | 2,068,091 | 74,244,000 | 5.46% | ||
| 8 | ALLIED WRLD ASSUR COM HLDG A | 658,111 | 67,910,000 | 4.99% | ||
| 9 | US BANCORP DEL | 1,489,495 | 63,840,000 | 4.69% | ||
| 10 | LEUCADIA NATIONAL CO | 2,220,262 | 62,167,000 | 4.57% | ||
| 11 | NVR INC | 47,502 | 54,485,000 | 4.00% | ||
| 12 | EXPEDITORS INTL WASH INC | 1,223,805 | 48,499,000 | 3.56% | ||
| 13 | MARTIN MARIETTA MATLS INC | 375,851 | 48,240,000 | 3.54% | ||
| 14 | DEVON ENERGY CORP NEW | 651,582 | 43,610,000 | 3.20% | ||
| 15 | DEERE & CO | 473,987 | 43,038,000 | 3.16% | ||
| 16 | MASTERCARD INCORPORATED | 544,481 | 40,673,000 | 2.99% | ||
| 17 | FASTENAL CO | 744,101 | 36,684,000 | 2.70% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 279,540 | 34,934,000 | 2.57% | ||
| 19 | C.H. ROBINSON WORLDW | 596,040 | 31,227,000 | 2.29% | ||
| 20 | UNION PAC CORP | 152,181 | 28,558,000 | 2.10% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 110 | 20,609,000 | 1.51% | ||
| 22 | WATERS CORP | 149,549 | 16,213,000 | 1.19% | ||
| 23 | VISA INC | 74,281 | 16,034,000 | 1.18% | ||
| 24 | MCDONALDS CORP | 91,731 | 8,992,000 | 0.66% | ||
| 25 | CRIMSON WINE GROUP COM | 216,857 | 1,919,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-005950, filed 2014.05.14).
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.
