| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 2,700,374 | 148,034,000 | 10.85% | ||
| 2 | MOODYS CORP | 1,246,255 | 119,404,000 | 8.75% | ||
| 3 | ARCH CAPITAL GROUP LTD SHS | 1,926,066 | 113,831,000 | 8.34% | ||
| 4 | GOLDMAN SACHS GROUP INC | 559,446 | 108,437,000 | 7.95% | ||
| 5 | ALLIED WRLD ASSUR COM HLDG A | 2,016,250 | 76,456,000 | 5.60% | ||
| 6 | YUM BRANDS INC | 1,021,715 | 74,432,000 | 5.46% | ||
| 7 | TOLL BROTHERS INC | 2,014,471 | 69,036,000 | 5.06% | ||
| 8 | US BANCORP DEL | 1,412,269 | 63,481,000 | 4.65% | ||
| 9 | MASTERCARD INCORPORATED | 663,311 | 57,151,000 | 4.19% | ||
| 10 | NVR INC | 44,717 | 57,029,000 | 4.18% | ||
| 11 | EXPEDITORS INTL WASH INC | 1,230,044 | 54,872,000 | 4.02% | ||
| 12 | VISA INC | 207,352 | 54,368,000 | 3.98% | ||
| 13 | BROWN & BROWN INC COM | 1,584,747 | 52,154,000 | 3.82% | ||
| 14 | LEUCADIA NATIONAL CO | 2,257,065 | 50,603,000 | 3.71% | ||
| 15 | DEERE & CO | 482,579 | 42,694,000 | 3.13% | ||
| 16 | DEVON ENERGY CORP NEW | 636,445 | 38,957,000 | 2.86% | ||
| 17 | MARTIN MARIETTA MATLS INC | 323,757 | 35,717,000 | 2.62% | ||
| 18 | UNION PAC CORP | 292,008 | 34,787,000 | 2.55% | ||
| 19 | FASTENAL CO | 713,032 | 33,912,000 | 2.49% | ||
| 20 | STRAYER EDUCATION INC | 368,581 | 27,378,000 | 2.01% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 163,195 | 24,504,000 | 1.80% | ||
| 22 | WATERS CORP | 145,399 | 16,389,000 | 1.20% | ||
| 23 | BERKSHIRE HATHAWAY INC DEL | 39 | 8,814,000 | 0.65% | ||
| 24 | CRIMSON WINE GROUP COM | 203,226 | 1,931,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-001991, filed 2015.02.13).
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.
