| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 255,000 | 40,030,000 | 10.06% | ||
| 2 | APPLE INC | 350,000 | 38,147,000 | 9.58% | ||
| 3 | SCRIPPS NETWORKS INTERACT IN | 512,500 | 33,569,000 | 8.43% | ||
| 4 | POLARIS INDS INC | 340,000 | 33,483,000 | 8.41% | ||
| 5 | CABELAS INC | 675,000 | 32,866,000 | 8.26% | ||
| 6 | FEDEX CORP | 190,000 | 30,917,000 | 7.77% | ||
| 7 | JPMORGAN CHASE & CO | 490,000 | 29,018,000 | 7.29% | ||
| 8 | BOARDWALK PIPELINE PARTNERS | 1,870,000 | 27,564,000 | 6.92% | ||
| 9 | BRANDYWINE RLTY TR SH BEN INT NEW | 1,925,000 | 27,008,000 | 6.78% | ||
| 10 | KKR & CO LP COMMON UNITS | 1,650,000 | 24,239,000 | 6.09% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 100 | 21,345,000 | 5.36% | ||
| 12 | MASTERCARD INCORPORATED | 222,000 | 20,979,000 | 5.27% | ||
| 13 | KANSAS CITY SOUTHERN | 190,000 | 16,236,000 | 4.08% | ||
| 14 | STANDARD PAC CORP NEW | 485,000 | 16,209,000 | 4.07% | ||
| 15 | TOLL BROTHERS INC | 125,000 | 3,689,000 | 0.93% | ||
| 16 | J.P. MORGAN CHASE & CO | 155,000 | 2,744,000 | 0.69% | ||
| 17 | FEDERAL AGRIC MTG CORP | 1,110 | 42,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001351431-16-000007, filed 2016.05.13).
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.
