| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 580,000 | 66,282,000 | 18.22% | ||
| 2 | SOUTHWEST AIRLS CO | 1,260,000 | 49,405,000 | 13.58% | ||
| 3 | APPLE INC | 400,000 | 38,240,000 | 10.51% | ||
| 4 | COSTCO WHSL CORP NEW | 225,000 | 35,334,000 | 9.71% | ||
| 5 | MARKEL CORP | 32,285 | 30,761,000 | 8.46% | ||
| 6 | PULTEGROUP | 1,200,000 | 23,388,000 | 6.43% | ||
| 7 | ALPHABET INC | 25,828 | 18,171,000 | 4.99% | ||
| 8 | ALPHABET INC | 25,898 | 17,924,000 | 4.93% | ||
| 9 | PAYPAL HLDGS INC | 400,000 | 14,604,000 | 4.01% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 100,000 | 14,479,000 | 3.98% | ||
| 11 | AMAZON COM INC | 20,000 | 14,312,000 | 3.93% | ||
| 12 | STARBUCKS CORP | 250,000 | 14,280,000 | 3.93% | ||
| 13 | DISNEY WALT CO | 100,000 | 9,782,000 | 2.69% | ||
| 14 | WPP PLC NEW | 80,000 | 8,362,000 | 2.30% | ||
| 15 | INFINERA CORPORATION COM | 500,000 | 5,640,000 | 1.55% | ||
| 16 | LENNAR | 50,000 | 2,305,000 | 0.63% | ||
| 17 | VALHI INC NEW COM | 344,790 | 541,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001532262-16-000014, filed 2016.08.03).
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.
