| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 279,428 | 40,458,000 | 14.16% | ||
| 2 | WHITE MOUNTAINS INSURANCE GRP LTD | 31,032 | 26,129,000 | 9.14% | ||
| 3 | ALLEGHANY CORP | 38,267 | 21,031,000 | 7.36% | ||
| 4 | MARKEL CORP | 17,134 | 16,325,000 | 5.71% | ||
| 5 | WR BERKLEY | 231,759 | 13,887,000 | 4.86% | ||
| 6 | LOEWS CORP | 300,121 | 12,332,000 | 4.32% | ||
| 7 | FAIRFAX FINANCIAL HOLDINGS LTD | 20,853 | 11,240,000 | 3.93% | ||
| 8 | ENSTAR GROUP LIMITED COM | 52,492 | 8,503,000 | 2.98% | ||
| 9 | LEUCADIA NATIONAL CO | 472,844 | 8,194,000 | 2.87% | ||
| 10 | RPC INC | 403,367 | 6,264,000 | 2.19% | ||
| 11 | CIMAREX ENERGY | 48,361 | 5,770,000 | 2.02% | ||
| 12 | GENERAL AMERN INVS CO INC | 149,722 | 4,614,000 | 1.61% | ||
| 13 | WESTAMERICA BANCORPORATION COM | 83,498 | 4,113,000 | 1.44% | ||
| 14 | MICROSOFT CORP | 79,403 | 4,063,000 | 1.42% | ||
| 15 | TEGNA INC | 162,450 | 3,764,000 | 1.32% | ||
| 16 | JOHNSON & JOHNSON | 30,866 | 3,744,000 | 1.31% | ||
| 17 | DEVON ENERGY CORP NEW | 97,409 | 3,531,000 | 1.24% | ||
| 18 | BANK NEW YORK MELLON CORP | 89,171 | 3,464,000 | 1.21% | ||
| 19 | CHICAGO BRIDGE & IRON CO N V | 83,193 | 2,881,000 | 1.01% | ||
| 20 | TRI POINTE HOMES INC COM | 207,139 | 2,448,000 | 0.86% | ||
| 21 | INTERNATIONAL BUSINESS MACHS | 15,472 | 2,348,000 | 0.82% | ||
| 22 | LIBERTY M SIRIUSXM C | 76,069 | 2,348,000 | 0.82% | ||
| 23 | COCA COLA CO | 47,200 | 2,140,000 | 0.75% | ||
| 24 | SOURCE CAP INC | 52,919 | 1,952,000 | 0.68% | ||
| 25 | VANGUARD SPECIALIZED FUNDS | 22,371 | 1,862,000 | 0.65% | ||
| 26 | DU PONT E I DE NEMOURS & CO | 28,414 | 1,841,000 | 0.64% | ||
| 27 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,736,000 | 0.61% | ||
| 28 | AMERICAN NATL INS CO COM | 15,078 | 1,706,000 | 0.60% | ||
| 29 | GREIF INC | 31,047 | 1,700,000 | 0.59% | ||
| 30 | CHEVRON CORP NEW | 15,790 | 1,655,000 | 0.58% | ||
| 31 | AT&T INC | 37,730 | 1,630,000 | 0.57% | ||
| 32 | CONSOLIDATED TOMOKA LD CO | 34,182 | 1,623,000 | 0.57% | ||
| 33 | CNA FINL CORP | 48,201 | 1,514,000 | 0.53% | ||
| 34 | BROADRIDGE FINL SOLUTIONS IN | 22,700 | 1,480,000 | 0.52% | ||
| 35 | BOARDWALK PIPELINE PARTNERS | 83,339 | 1,454,000 | 0.51% | ||
| 36 | EMERSON ELEC CO | 27,610 | 1,440,000 | 0.50% | ||
| 37 | ABBOTT LABS | 34,194 | 1,344,000 | 0.47% | ||
| 38 | WELLS FARGO & CO NEW | 27,017 | 1,279,000 | 0.45% | ||
| 39 | PICO HLDGS INC | 124,217 | 1,175,000 | 0.41% | ||
| 40 | GANNETT CO INC COM | 81,415 | 1,124,000 | 0.39% | ||
| 41 | MONMOUTH REAL ESTATE INVT CO | 83,578 | 1,108,000 | 0.39% | ||
| 42 | APPLE INC | 11,124 | 1,063,000 | 0.37% | ||
| 43 | SAN JUAN BASIN RTY TR | 143,616 | 1,044,000 | 0.37% | ||
| 44 | NOW INC COM | 55,685 | 1,010,000 | 0.35% | ||
| 45 | ROYCE VALUE TR INC | 83,015 | 977,000 | 0.34% | ||
| 46 | BROOKFIELD ASSET MGMT INC | 29,421 | 973,000 | 0.34% | ||
| 47 | DIAMOND OFFSHORE DRILLING IN | 38,196 | 929,000 | 0.33% | ||
| 48 | SYSCO CORP | 18,080 | 917,000 | 0.32% | ||
| 49 | CONOCOPHILLIPS | 20,480 | 893,000 | 0.31% | ||
| 50 | US BANCORP DEL | 21,591 | 871,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000180, filed 2016.07.26).
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.
