| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEYERHAEUSER CO | 240,297 | 7,675,000 | 30.55% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 24 | 5,189,000 | 20.65% | ||
| 3 | ISHARES RUSSELL 1000 ETF | 36,110 | 4,350,000 | 17.31% | ||
| 4 | POTLATCHDELTIC CORPORATION | 85,195 | 3,313,000 | 13.19% | ||
| 5 | JPMORGAN CHASE & CO | 88,005 | 2,772,000 | 11.03% | ||
| 6 | ROYCE MICRO CAP TR INC | 153,168 | 1,196,000 | 4.76% | ||
| 7 | ROYCE VALUE TR INC | 25,073 | 317,000 | 1.26% | ||
| 8 | SPDR FTSE SP OILGAS EXP ETF | 8,090 | 311,000 | 1.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-085951, filed 2016.11.14).
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.
