| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 236,500 | 35,139,000 | 9.86% | ||
| 2 | APPLE INC | 320,000 | 30,592,000 | 8.58% | ||
| 3 | SCRIPPS NETWORKS INTERACT IN | 485,000 | 30,201,000 | 8.47% | ||
| 4 | POLARIS INDS INC | 361,500 | 29,556,000 | 8.29% | ||
| 5 | CABELAS INC | 580,000 | 29,035,000 | 8.15% | ||
| 6 | BRANDYWINE RLTY TR SH BEN INT NEW | 1,650,000 | 27,720,000 | 7.78% | ||
| 7 | JPMORGAN CHASE & CO | 440,000 | 27,342,000 | 7.67% | ||
| 8 | FEDEX CORP | 178,000 | 27,017,000 | 7.58% | ||
| 9 | BOARDWALK PIPELINE PARTNERS | 1,500,000 | 26,175,000 | 7.34% | ||
| 10 | KKR & CO LP COMMON UNITS | 1,650,000 | 20,361,000 | 5.71% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 90 | 19,528,000 | 5.48% | ||
| 12 | STANDARD PAC CORP NEW | 450,000 | 16,520,000 | 4.63% | ||
| 13 | MASTERCARD INCORPORATED | 165,000 | 14,530,000 | 4.08% | ||
| 14 | KANSAS CITY SOUTHERN | 117,500 | 10,586,000 | 2.97% | ||
| 15 | TOLL BROTHERS INC | 260,000 | 6,997,000 | 1.96% | ||
| 16 | J.P. MORGAN CHASE & CO | 155,000 | 3,139,000 | 0.88% | ||
| 17 | FACEBOOK INC | 9,000 | 1,029,000 | 0.29% | ||
| 18 | FEDERAL AGRIC MTG CORP CL C | 27,100 | 944,000 | 0.26% | ||
| 19 | FEDERAL AGRIC MTG CORP | 1,800 | 65,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001351431-16-000008, filed 2016.08.12).
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.
