| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 2,833,443 | 148,926,000 | 10.94% | ||
| 2 | ARCH CAPITAL GROUP LTD SHS | 2,019,680 | 116,010,000 | 8.52% | ||
| 3 | Moodys Corp | 1,286,611 | 112,784,000 | 8.28% | ||
| 4 | GOLDMAN SACHS GROUP INC | 584,620 | 97,889,000 | 7.19% | ||
| 5 | Brown & Brown, Inc. | 2,890,233 | 88,759,000 | 6.52% | ||
| 6 | YUM! Brands Inc | 1,066,891 | 86,632,000 | 6.36% | ||
| 7 | Toll Brothers Inc | 2,047,136 | 75,539,000 | 5.55% | ||
| 8 | ALLIED WRLD ASSUR COM HLDG A | 1,975,802 | 75,120,000 | 5.52% | ||
| 9 | US BANCORP DEL | 1,476,373 | 63,956,000 | 4.70% | ||
| 10 | Leucadia National Corporation | 2,174,130 | 57,006,000 | 4.19% | ||
| 11 | EXPO HLDGS INC COM | 1,224,514 | 54,075,000 | 3.97% | ||
| 12 | NVR INC | 46,826 | 53,878,000 | 3.96% | ||
| 13 | DEVON ENERGY CORP NEW | 646,355 | 51,321,000 | 3.77% | ||
| 14 | MARTIN MARIETTA MATLS INC | 340,611 | 44,978,000 | 3.30% | ||
| 15 | Deere & Co. | 472,016 | 42,741,000 | 3.14% | ||
| 16 | MASTERCARD INCORPORATED | 538,446 | 39,560,000 | 2.90% | ||
| 17 | Fastenal Co | 741,095 | 36,677,000 | 2.69% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 275,190 | 34,828,000 | 2.56% | ||
| 19 | Union Pacific Corporation | 303,262 | 30,250,000 | 2.22% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 94 | 17,851,000 | 1.31% | ||
| 21 | Waters Corp | 149,725 | 15,637,000 | 1.15% | ||
| 22 | VISA INC | 73,578 | 15,504,000 | 1.14% | ||
| 23 | CRIMSON WINE GROUP COM | 213,741 | 1,934,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-14-008684, filed 2014.08.13).
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.
