| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 774,078 | 96,737,000 | 12.11% | ||
| 2 | MARKEL CORP | 81,024 | 48,298,000 | 6.05% | ||
| 3 | Exxon Mobil Corp | 372,589 | 36,394,000 | 4.56% | ||
| 4 | WYNN RESORTS LTD | 146,768 | 32,605,000 | 4.08% | ||
| 5 | GGCP Holdings LLC | 403,285 | 31,315,000 | 3.92% | ||
| 6 | AMERICAN EXPRESS CO | 330,569 | 29,761,000 | 3.73% | ||
| 7 | CITY NATL CORP | 367,558 | 28,934,000 | 3.62% | ||
| 8 | ENSTAR GROUP LIMITED | 204,571 | 27,885,000 | 3.49% | ||
| 9 | AFFILIATED MANAGERS GROUP | 139,050 | 27,817,000 | 3.48% | ||
| 10 | WELLS FARGO & CO NEW | 559,023 | 27,806,000 | 3.48% | ||
| 11 | LEUCADIA NATIONAL CO | 971,561 | 27,204,000 | 3.41% | ||
| 12 | WAL-MART STORES INC | 346,946 | 26,517,000 | 3.32% | ||
| 13 | JOHNSON & JOHNSON | 257,131 | 25,258,000 | 3.16% | ||
| 14 | COCA COLA CO | 616,515 | 23,834,000 | 2.98% | ||
| 15 | VORNADO RLTY TR | 235,925 | 23,253,000 | 2.91% | ||
| 16 | PEPSICO INC | 265,805 | 22,195,000 | 2.78% | ||
| 17 | Goldman Sachs Group Inc | 133,534 | 21,880,000 | 2.74% | ||
| 18 | GOOGLE INC CL A | 17,732 | 19,762,000 | 2.47% | ||
| 19 | Douglas Emmett Inc | 645,128 | 17,509,000 | 2.19% | ||
| 20 | TIFFANY | 196,872 | 16,961,000 | 2.12% | ||
| 21 | JPMorgan Chase & Co | 264,369 | 16,050,000 | 2.01% | ||
| 22 | PROCTER AND GAMBLE CO | 181,627 | 14,639,000 | 1.83% | ||
| 23 | GAMING & LEISURE PPTYS INC | 396,171 | 14,444,000 | 1.81% | ||
| 24 | NIKE INC | 180,075 | 13,300,000 | 1.66% | ||
| 25 | ANNALY CAPITAL MANAGEMENT INC COM | 1,178,400 | 12,927,000 | 1.62% | ||
| 26 | LAUDER ESTEE COS INC | 151,346 | 10,122,000 | 1.27% | ||
| 27 | BROOKFIELD ASSET MGMT INC | 243,857 | 9,962,000 | 1.25% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 43 | 8,056,000 | 1.01% | ||
| 29 | SCHLUMBERGER LTD | 54,388 | 5,303,000 | 0.66% | ||
| 30 | APPLE INC | 9,819 | 5,270,000 | 0.66% | ||
| 31 | BIGLARI HOLDINGS INC COM | 10,343 | 5,042,000 | 0.63% | ||
| 32 | PENN NATL GAMING INC | 367,433 | 4,527,000 | 0.57% | ||
| 33 | Realogy Holdings Corp | 102,725 | 4,463,000 | 0.56% | ||
| 34 | SOUTHERN NATL BANCORP OF VA COM | 425,620 | 4,337,000 | 0.54% | ||
| 35 | SPDR S&P 500 ETF TR PUT | 23,000 | 4,301,000 | 0.54% | ||
| 36 | SEACOAST BKG CORP FLA | 348,055 | 3,829,000 | 0.48% | ||
| 37 | HUMANA | 26,875 | 3,029,000 | 0.38% | ||
| 38 | CHEVRON CORP NEW | 24,572 | 2,922,000 | 0.37% | ||
| 39 | CHURCHILL DOWNS INC | 31,725 | 2,896,000 | 0.36% | ||
| 40 | DISNEY WALT CO | 35,165 | 2,816,000 | 0.35% | ||
| 41 | PNC FINL SVCS GROUP INC | 30,966 | 2,694,000 | 0.34% | ||
| 42 | FAIRFAX FINANCIAL HOLDINGS LTD | 6,073 | 2,641,000 | 0.33% | ||
| 43 | OCCIDENTAL PETE CORP DEL | 25,621 | 2,441,000 | 0.31% | ||
| 44 | T Rowe Price Group Inc | 28,341 | 2,334,000 | 0.29% | ||
| 45 | WINTRUST FINL CORP | 43,465 | 2,115,000 | 0.26% | ||
| 46 | MCDONALDS CORP | 20,437 | 2,003,000 | 0.25% | ||
| 47 | The Howard Hughes Corp. | 13,975 | 1,994,000 | 0.25% | ||
| 48 | BLACKSTONE GROUP | 54,500 | 1,812,000 | 0.23% | ||
| 49 | UNITED PARCEL SERVICE INC | 15,217 | 1,482,000 | 0.19% | ||
| 50 | US BANCORP DEL | 30,644 | 1,313,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001040210-14-000004, filed 2014.05.15).
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.
