| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 197,500 | 31,851,000 | 9.54% | ||
| 2 | FEDEX CORP | 175,000 | 30,569,000 | 9.16% | ||
| 3 | APPLE INC | 270,000 | 30,524,000 | 9.14% | ||
| 4 | SCRIPPS NETWORKS INTERACT IN | 472,500 | 29,999,000 | 8.98% | ||
| 5 | POLARIS INDS INC | 345,000 | 26,717,000 | 8.00% | ||
| 6 | BOARDWALK PIPELINE PARTNERS | 1,500,000 | 25,740,000 | 7.71% | ||
| 7 | BRANDYWINE RLTY TR SH BEN INT NEW | 1,550,000 | 24,211,000 | 7.25% | ||
| 8 | KKR & CO LP COMMON UNITS | 1,650,000 | 23,529,000 | 7.05% | ||
| 9 | JPMORGAN CHASE & CO | 345,000 | 22,974,000 | 6.88% | ||
| 10 | CABELAS INC | 410,000 | 22,521,000 | 6.75% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 83 | 17,946,000 | 5.38% | ||
| 12 | STANDARD PAC CORP NEW | 430,000 | 14,379,000 | 4.31% | ||
| 13 | MASTERCARD INCORPORATED | 95,000 | 9,668,000 | 2.90% | ||
| 14 | TOLL BROTHERS INC | 290,000 | 8,659,000 | 2.59% | ||
| 15 | KANSAS CITY SOUTHERN | 85,000 | 7,932,000 | 2.38% | ||
| 16 | J.P. MORGAN CHASE & CO | 155,000 | 3,818,000 | 1.14% | ||
| 17 | FACEBOOK INC | 11,500 | 1,475,000 | 0.44% | ||
| 18 | FEDERAL AGRIC MTG CORP CL C | 31,000 | 1,225,000 | 0.37% | ||
| 19 | FEDERAL AGRIC MTG CORP | 3,000 | 142,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001351431-16-000009, filed 2016.11.09).
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.
