| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 580,000 | 74,397,000 | 18.99% | ||
| 2 | SOUTHWEST AIRLS CO | 1,260,000 | 49,001,000 | 12.51% | ||
| 3 | APPLE INC | 400,000 | 45,220,000 | 11.54% | ||
| 4 | COSTCO WHSL CORP NEW | 225,000 | 34,315,000 | 8.76% | ||
| 5 | MARKEL CORP | 32,285 | 29,985,000 | 7.65% | ||
| 6 | PULTEGROUP | 1,200,000 | 24,048,000 | 6.14% | ||
| 7 | ALPHABET INC | 25,828 | 20,767,000 | 5.30% | ||
| 8 | PAYPAL HLDGS INC | 500,000 | 20,485,000 | 5.23% | ||
| 9 | ALPHABET INC | 25,898 | 20,130,000 | 5.14% | ||
| 10 | AMAZON COM INC | 20,000 | 16,746,000 | 4.27% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 100,000 | 14,447,000 | 3.69% | ||
| 12 | STARBUCKS CORP | 250,000 | 13,535,000 | 3.45% | ||
| 13 | WPP PLC NEW | 80,000 | 9,418,000 | 2.40% | ||
| 14 | DISNEY WALT CO | 100,000 | 9,286,000 | 2.37% | ||
| 15 | INFINERA CORPORATION COM | 500,000 | 4,515,000 | 1.15% | ||
| 16 | NIKE INC | 50,000 | 2,633,000 | 0.67% | ||
| 17 | LENNAR | 50,000 | 2,117,000 | 0.54% | ||
| 18 | VALHI INC NEW COM | 344,790 | 793,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001532262-16-000016, filed 2016.11.08).
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.
