| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 769,318 | 97,365,000 | 11.80% | ||
| 2 | MARKEL CORP | 80,619 | 52,857,000 | 6.41% | ||
| 3 | Exxon Mobil Corp | 369,989 | 37,250,000 | 4.51% | ||
| 4 | GGCP Holdings LLC | 398,460 | 33,092,000 | 4.01% | ||
| 5 | ENSTAR GROUP LIMITED | 207,397 | 31,261,000 | 3.79% | ||
| 6 | AMERICAN EXPRESS CO | 329,206 | 31,232,000 | 3.79% | ||
| 7 | WYNN RESORTS LTD | 144,993 | 30,095,000 | 3.65% | ||
| 8 | WELLS FARGO & CO NEW | 555,430 | 29,193,000 | 3.54% | ||
| 9 | CITY NATL CORP | 381,858 | 28,930,000 | 3.51% | ||
| 10 | AFFILIATED MANAGERS GROUP | 138,825 | 28,515,000 | 3.46% | ||
| 11 | JOHNSON & JOHNSON | 255,879 | 26,770,000 | 3.24% | ||
| 12 | LEUCADIA NATIONAL CO | 994,361 | 26,072,000 | 3.16% | ||
| 13 | COCA COLA CO | 614,069 | 26,012,000 | 3.15% | ||
| 14 | WAL-MART STORES INC | 345,002 | 25,899,000 | 3.14% | ||
| 15 | VORNADO RLTY TR | 235,404 | 25,125,000 | 3.04% | ||
| 16 | PEPSICO INC | 264,918 | 23,668,000 | 2.87% | ||
| 17 | Goldman Sachs Group Inc | 141,099 | 23,626,000 | 2.86% | ||
| 18 | TIFFANY | 193,122 | 19,360,000 | 2.35% | ||
| 19 | Douglas Emmett Inc | 641,678 | 18,108,000 | 2.19% | ||
| 20 | GAMING & LEISURE PPTYS INC | 443,344 | 15,060,000 | 1.83% | ||
| 21 | JPMorgan Chase & Co | 246,112 | 14,181,000 | 1.72% | ||
| 22 | PROCTER AND GAMBLE CO | 178,623 | 14,038,000 | 1.70% | ||
| 23 | ANNALY CAPITAL MANAGEMENT INC COM | 1,223,325 | 13,983,000 | 1.69% | ||
| 24 | NIKE INC | 177,425 | 13,759,000 | 1.67% | ||
| 25 | LAUDER ESTEE COS INC | 150,846 | 11,202,000 | 1.36% | ||
| 26 | BROOKFIELD ASSET MGMT INC | 242,557 | 10,677,000 | 1.29% | ||
| 27 | GOOGLE INC CL A | 17,781 | 10,396,000 | 1.26% | ||
| 28 | ALPHABET INC C NON VOTING SHAR | 17,671 | 10,166,000 | 1.23% | ||
| 29 | Realogy Holdings Corp | 237,110 | 8,941,000 | 1.08% | ||
| 30 | BERKSHIRE HATHAWAY INC DEL | 42 | 7,976,000 | 0.97% | ||
| 31 | SCHLUMBERGER LTD | 54,674 | 6,449,000 | 0.78% | ||
| 32 | APPLE INC | 65,129 | 6,052,000 | 0.73% | ||
| 33 | SEACOAST BKG CORP FLA | 504,232 | 5,481,000 | 0.66% | ||
| 34 | BIGLARI HOLDINGS INC COM | 12,830 | 5,427,000 | 0.66% | ||
| 35 | SOUTHERN NATL BANCORP OF VA COM | 408,722 | 4,561,000 | 0.55% | ||
| 36 | PENN NATL GAMING INC | 260,598 | 3,164,000 | 0.38% | ||
| 37 | CHEVRON CORP NEW | 23,981 | 3,131,000 | 0.38% | ||
| 38 | DISNEY WALT CO | 36,189 | 3,103,000 | 0.38% | ||
| 39 | FAIRFAX FINANCIAL HOLDINGS LTD | 6,033 | 2,868,000 | 0.35% | ||
| 40 | OCCIDENTAL PETE CORP DEL | 25,621 | 2,629,000 | 0.32% | ||
| 41 | CHURCHILL DOWNS INC | 28,425 | 2,561,000 | 0.31% | ||
| 42 | T Rowe Price Group Inc | 28,341 | 2,392,000 | 0.29% | ||
| 43 | The Howard Hughes Corp. | 12,975 | 2,048,000 | 0.25% | ||
| 44 | MCDONALDS CORP | 19,491 | 1,964,000 | 0.24% | ||
| 45 | WINTRUST FINL CORP | 42,098 | 1,937,000 | 0.23% | ||
| 46 | BLACKSTONE GROUP | 54,500 | 1,822,000 | 0.22% | ||
| 47 | PNC FINL SVCS GROUP INC | 19,466 | 1,733,000 | 0.21% | ||
| 48 | UNITED PARCEL SERVICE INC | 14,497 | 1,488,000 | 0.18% | ||
| 49 | HUMANA | 9,900 | 1,264,000 | 0.15% | ||
| 50 | UNITED TECHNOLOGIES CORP | 10,487 | 1,211,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001040210-14-000005, filed 2014.08.14).
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.
