| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOODYS CORP | 1,227,901 | 123,208,000 | 9.06% | ||
| 2 | ARCH CAPITAL GROUP LTD SHS | 1,760,066 | 122,765,000 | 9.03% | ||
| 3 | WELLS FARGO & CO NEW | 1,898,783 | 103,218,000 | 7.59% | ||
| 4 | GOLDMAN SACHS GROUP INC | 534,372 | 96,310,000 | 7.08% | ||
| 5 | NVR INC | 50,542 | 83,041,000 | 6.11% | ||
| 6 | FASTENAL CO | 1,915,219 | 78,179,000 | 5.75% | ||
| 7 | YUM BRANDS INC | 1,039,239 | 75,916,000 | 5.58% | ||
| 8 | ALLIED WRLD ASSUR COM HLDG A | 1,999,599 | 74,365,000 | 5.47% | ||
| 9 | DEERE & CO | 887,693 | 67,704,000 | 4.98% | ||
| 10 | TOLL BROTHERS INC | 1,880,637 | 62,625,000 | 4.60% | ||
| 11 | MASTERCARD INCORPORATED | 636,728 | 61,992,000 | 4.56% | ||
| 12 | VISA INC | 768,421 | 59,591,000 | 4.38% | ||
| 13 | CUMMINS INC | 671,685 | 59,115,000 | 4.35% | ||
| 14 | US BANCORP DEL | 1,314,142 | 56,074,000 | 4.12% | ||
| 15 | EXPEDITORS INTL WASH INC | 1,173,742 | 52,936,000 | 3.89% | ||
| 16 | ROSS STORES INC | 914,127 | 49,189,000 | 3.62% | ||
| 17 | LEUCADIA NATIONAL CO | 2,011,636 | 34,982,000 | 2.57% | ||
| 18 | STRAYER EDUCATION INC | 505,794 | 30,408,000 | 2.24% | ||
| 19 | UNION PAC CORP | 268,277 | 20,979,000 | 1.54% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 151,917 | 20,059,000 | 1.47% | ||
| 21 | WATERS CORP | 140,418 | 18,897,000 | 1.39% | ||
| 22 | BERKSHIRE HATHAWAY INC DEL | 35 | 6,923,000 | 0.51% | ||
| 23 | CRIMSON WINE GROUP COM | 177,596 | 1,563,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-014999, filed 2016.02.16).
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.
