| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 568,000 | 59,788,000 | 12.37% | ||
| 2 | GOLDMAN SACHS GROUP INC | 275,000 | 49,563,000 | 10.26% | ||
| 3 | CABELAS INC | 850,000 | 39,721,000 | 8.22% | ||
| 4 | JPMORGAN CHASE & CO | 575,000 | 37,967,000 | 7.86% | ||
| 5 | SCRIPPS NETWORKS INTERACT IN | 650,000 | 35,887,000 | 7.43% | ||
| 6 | BRANDYWINE RLTY TR SH BEN INT NEW | 2,600,000 | 35,516,000 | 7.35% | ||
| 7 | POLARIS INDS INC | 400,000 | 34,380,000 | 7.12% | ||
| 8 | FEDEX CORP | 200,000 | 29,798,000 | 6.17% | ||
| 9 | KKR & CO LP COMMON UNITS | 1,900,000 | 29,621,000 | 6.13% | ||
| 10 | MASTERCARD INCORPORATED | 275,000 | 26,774,000 | 5.54% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 130 | 25,714,000 | 5.32% | ||
| 12 | BOARDWALK PIPELINE PARTNERS | 1,925,000 | 24,987,000 | 5.17% | ||
| 13 | STANDARD PAC CORP NEW | 500,000 | 18,960,000 | 3.92% | ||
| 14 | D R HORTON INC | 500,000 | 16,015,000 | 3.31% | ||
| 15 | KANSAS CITY SOUTHERN | 198,575 | 14,828,000 | 3.07% | ||
| 16 | J.P. MORGAN CHASE & CO | 155,000 | 3,672,000 | 0.76% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001351431-16-000006, filed 2016.02.18).
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.
