| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARCH CAPITAL GROUP LTD SHS | 1,781,979 | 130,922,000 | 10.10% | ||
| 2 | MOODYS CORP | 1,182,938 | 116,164,000 | 8.96% | ||
| 3 | WELLS FARGO & CO NEW | 1,921,851 | 98,687,000 | 7.61% | ||
| 4 | GOLDMAN SACHS GROUP INC | 534,705 | 92,910,000 | 7.16% | ||
| 5 | NVR INC | 51,170 | 78,046,000 | 6.02% | ||
| 6 | ALLIED WRLD ASSUR COM HLDG A | 1,988,332 | 75,895,000 | 5.85% | ||
| 7 | YUM BRANDS INC | 925,921 | 74,027,000 | 5.71% | ||
| 8 | FASTENAL CO | 1,908,365 | 69,865,000 | 5.39% | ||
| 9 | DEERE & CO | 881,471 | 65,229,000 | 5.03% | ||
| 10 | TOLL BROTHERS INC | 1,898,933 | 65,019,000 | 5.01% | ||
| 11 | MASTERCARD INCORPORATED | 643,789 | 58,018,000 | 4.47% | ||
| 12 | EXPEDITORS INTL WASH INC | 1,159,438 | 54,552,000 | 4.21% | ||
| 13 | US BANCORP DEL | 1,325,927 | 54,376,000 | 4.19% | ||
| 14 | VISA INC | 777,075 | 54,131,000 | 4.17% | ||
| 15 | LEUCADIA NATIONAL CO | 2,120,192 | 42,955,000 | 3.31% | ||
| 16 | CUMMINS INC | 381,998 | 41,477,000 | 3.20% | ||
| 17 | ROSS STORES INC | 571,135 | 27,683,000 | 2.13% | ||
| 18 | STRAYER EDUCATION INC | 500,974 | 27,539,000 | 2.12% | ||
| 19 | UNION PAC CORP | 270,715 | 23,934,000 | 1.85% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 152,595 | 19,898,000 | 1.53% | ||
| 21 | WATERS CORP | 142,010 | 16,787,000 | 1.29% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 36 | 7,029,000 | 0.54% | ||
| 23 | CRIMSON WINE GROUP COM | 189,080 | 1,711,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-15-011962, filed 2015.11.13).
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.
