| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VALHI INC NEW COM | 344,790 | 1,131,000 | 0.25% | ||
| 2 | INFINERA CORPORATION | 500,000 | 5,115,000 | 1.14% | ||
| 3 | WPP PLC NEW | 80,000 | 8,752,000 | 1.95% | ||
| 4 | DISNEY WALT CO | 100,000 | 11,339,000 | 2.52% | ||
| 5 | STARBUCKS CORP | 250,000 | 14,598,000 | 3.25% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 100,000 | 16,668,000 | 3.71% | ||
| 7 | ALPHABET INC | 25,898 | 21,484,000 | 4.78% | ||
| 8 | PAYPAL HLDGS INC | 500,000 | 21,510,000 | 4.78% | ||
| 9 | ALPHABET INC | 25,828 | 21,897,000 | 4.87% | ||
| 10 | AMAZON COM INC | 25,000 | 22,164,000 | 4.93% | ||
| 11 | PULTE GROUP INC | 1,200,000 | 28,260,000 | 6.28% | ||
| 12 | MARKEL CORP | 32,285 | 31,506,000 | 7.01% | ||
| 13 | COSTCO WHSL CORP NEW | 225,000 | 37,730,000 | 8.39% | ||
| 14 | APPLE INC | 400,000 | 57,464,000 | 12.78% | ||
| 15 | SOUTHWEST AIRLS CO | 1,260,000 | 67,738,000 | 15.06% | ||
| 16 | FACEBOOK INC | 580,000 | 82,389,000 | 18.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001532262-17-000003, filed 2017.05.08).
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.
