| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOODYS CORP | 1,210,271 | 130,661,000 | 10.22% | ||
| 2 | ARCH CAPITAL GROUP LTD SHS | 1,838,785 | 123,125,000 | 9.63% | ||
| 3 | GOLDMAN SACHS GROUP INC | 539,634 | 112,670,000 | 8.82% | ||
| 4 | WELLS FARGO & CO NEW | 1,973,076 | 110,966,000 | 8.68% | ||
| 5 | YUM BRANDS INC | 946,765 | 85,285,000 | 6.67% | ||
| 6 | ALLIED WRLD ASSUR COM HLDG A | 1,946,562 | 84,130,000 | 6.58% | ||
| 7 | TOLL BROTHERS INC | 1,936,748 | 73,964,000 | 5.79% | ||
| 8 | NVR INC | 52,180 | 69,921,000 | 5.47% | ||
| 9 | MASTERCARD INCORPORATED | 660,199 | 61,715,000 | 4.83% | ||
| 10 | US BANCORP DEL | 1,354,956 | 58,805,000 | 4.60% | ||
| 11 | EXPEDITORS INTL WASH INC | 1,191,813 | 54,949,000 | 4.30% | ||
| 12 | VISA INC | 797,329 | 53,541,000 | 4.19% | ||
| 13 | LEUCADIA NATIONAL CO | 2,175,747 | 52,827,000 | 4.13% | ||
| 14 | FASTENAL CO | 1,146,919 | 48,377,000 | 3.78% | ||
| 15 | DEERE & CO | 476,854 | 46,279,000 | 3.62% | ||
| 16 | UNION PAC CORP | 278,409 | 26,552,000 | 2.08% | ||
| 17 | STRAYER EDUCATION INC | 502,854 | 21,673,000 | 1.70% | ||
| 18 | BERKSHIRE HATHAWAY INC DEL | 155,001 | 21,097,000 | 1.65% | ||
| 19 | WATERS CORP | 142,963 | 18,354,000 | 1.44% | ||
| 20 | MARTIN MARIETTA MATLS INC | 75,283 | 10,653,000 | 0.83% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 38 | 7,784,000 | 0.61% | ||
| 22 | BROWN & BROWN INC COM | 90,645 | 2,979,000 | 0.23% | ||
| 23 | CRIMSON WINE GROUP COM | 196,020 | 1,833,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-009344, filed 2015.08.14).
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.
