| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 645,709 | 58,049,000 | 15.49% | ||
| 2 | SOUTHWEST AIRLS CO | 1,400,000 | 53,256,000 | 14.22% | ||
| 3 | APPLE INC | 419,711 | 46,294,000 | 12.36% | ||
| 4 | COSTCO WHSL CORP NEW | 225,000 | 32,528,000 | 8.68% | ||
| 5 | MARKEL CORP | 32,285 | 25,888,000 | 6.91% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 150,000 | 19,560,000 | 5.22% | ||
| 7 | PULTEGROUP | 922,442 | 17,406,000 | 4.65% | ||
| 8 | STARBUCKS CORP | 300,000 | 17,052,000 | 4.55% | ||
| 9 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 25,828 | 16,488,000 | 4.40% | ||
| 10 | GOOGLE INC | 25,898 | 15,757,000 | 4.21% | ||
| 11 | CARMAX | 250,000 | 14,830,000 | 3.96% | ||
| 12 | DISNEY WALT CO | 138,366 | 14,141,000 | 3.77% | ||
| 13 | WPP PLC NEW | 120,000 | 12,484,000 | 3.33% | ||
| 14 | PAYPAL HLDGS INC | 368,976 | 11,453,000 | 3.06% | ||
| 15 | INFINERA CORPORATION COM | 500,000 | 9,780,000 | 2.61% | ||
| 16 | EBAY INC | 368,976 | 9,018,000 | 2.41% | ||
| 17 | VALHI INC NEW COM | 344,790 | 652,000 | 0.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001532262-15-000009, filed 2015.11.12).
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.
