| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 180,000 | 43,101,000 | 12.19% | ||
| 2 | FEDEX CORP | 172,500 | 32,120,000 | 9.08% | ||
| 3 | SCRIPPS NETWORKS INTERACT IN | 440,000 | 31,403,000 | 8.88% | ||
| 4 | APPLE INC | 260,000 | 30,113,000 | 8.51% | ||
| 5 | JPMORGAN CHASE & CO | 345,000 | 29,770,000 | 8.42% | ||
| 6 | BRANDYWINE RLTY TR SH BEN INT NEW | 1,600,000 | 26,416,000 | 7.47% | ||
| 7 | BOARDWALK PIPELINE PARTNERS | 1,500,000 | 26,040,000 | 7.36% | ||
| 8 | KKR & CO LP COMMON UNITS | 1,650,000 | 25,394,000 | 7.18% | ||
| 9 | POLARIS INDS INC | 300,000 | 24,717,000 | 6.99% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 83 | 20,262,000 | 5.73% | ||
| 11 | STANDARD PAC CORP NEW | 400,000 | 13,604,000 | 3.85% | ||
| 12 | TOLL BROTHERS INC | 357,500 | 11,083,000 | 3.13% | ||
| 13 | MASTERCARD INCORPORATED | 95,000 | 9,809,000 | 2.77% | ||
| 14 | KANSAS CITY SOUTHERN | 107,500 | 9,121,000 | 2.58% | ||
| 15 | CABELAS INC | 135,000 | 7,904,000 | 2.23% | ||
| 16 | J.P. MORGAN CHASE & CO | 155,000 | 6,862,000 | 1.94% | ||
| 17 | FACEBOOK INC | 34,500 | 3,969,000 | 1.12% | ||
| 18 | FEDERAL AGRIC MTG CORP CL C | 31,000 | 1,775,000 | 0.50% | ||
| 19 | FEDERAL AGRIC MTG CORP | 4,300 | 254,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001351431-17-000001, filed 2017.02.22).
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.
