| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 239,855 | 7,141,000 | 33.26% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 24 | 5,207,000 | 24.25% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 38,770 | 4,532,000 | 21.11% | ||
| 4 | POTLATCHDELTIC CORPORATION | 85,167 | 2,904,000 | 13.52% | ||
| 5 | ROYCE MICRO CAP TR INC | 151,614 | 1,113,000 | 5.18% | ||
| 6 | ROYCE VALUE TR INC | 24,999 | 294,000 | 1.37% | ||
| 7 | SPDR FTSE SP OILGAS EXP ETF | 8,090 | 282,000 | 1.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-075550, filed 2016.08.10).
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.
