| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & CO NEW | 2,637,499 | 143,480,000 | 10.81% | ||
| 2 | MOODYS CORP | 1,233,518 | 128,039,000 | 9.64% | ||
| 3 | ARCH CAPITAL GROUP LTD SHS | 1,876,905 | 115,617,000 | 8.71% | ||
| 4 | GOLDMAN SACHS GROUP INC | 551,063 | 103,583,000 | 7.80% | ||
| 5 | ALLIED WRLD ASSUR COM HLDG A | 1,980,395 | 80,008,000 | 6.03% | ||
| 6 | YUM BRANDS INC | 1,010,601 | 79,554,000 | 5.99% | ||
| 7 | TOLL BROTHERS INC | 1,977,021 | 77,776,000 | 5.86% | ||
| 8 | US BANCORP DEL | 1,378,199 | 60,186,000 | 4.53% | ||
| 9 | EXPEDITORS INTL WASH INC | 1,211,743 | 58,382,000 | 4.40% | ||
| 10 | NVR INC | 43,711 | 58,077,000 | 4.37% | ||
| 11 | MASTERCARD INCORPORATED | 671,875 | 58,043,000 | 4.37% | ||
| 12 | VISA INC | 812,148 | 53,123,000 | 4.00% | ||
| 13 | LEUCADIA NATIONAL CO | 2,215,698 | 49,388,000 | 3.72% | ||
| 14 | FASTENAL CO | 1,148,845 | 47,602,000 | 3.59% | ||
| 15 | DEERE & CO | 473,427 | 41,515,000 | 3.13% | ||
| 16 | MARTIN MARIETTA MATLS INC | 273,376 | 38,218,000 | 2.88% | ||
| 17 | BROWN & BROWN INC COM | 1,018,577 | 33,725,000 | 2.54% | ||
| 18 | UNION PAC CORP | 283,752 | 30,733,000 | 2.31% | ||
| 19 | BERKSHIRE HATHAWAY INC DEL | 158,940 | 22,938,000 | 1.73% | ||
| 20 | STRAYER EDUCATION INC | 364,946 | 19,492,000 | 1.47% | ||
| 21 | WATERS CORP | 144,958 | 18,021,000 | 1.36% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 38 | 8,265,000 | 0.62% | ||
| 23 | CRIMSON WINE GROUP COM | 198,713 | 1,808,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-006428, filed 2015.05.15).
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.
