| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 278,764 | 40,273,000 | 13.75% | ||
| 2 | WHITE MOUNTAINS INSURANCE GRP LTD | 30,880 | 25,631,000 | 8.75% | ||
| 3 | ALLEGHANY CORP | 38,526 | 20,227,000 | 6.91% | ||
| 4 | MARKEL CORP | 17,066 | 15,850,000 | 5.41% | ||
| 5 | WR BERKLEY | 230,395 | 13,308,000 | 4.54% | ||
| 6 | LOEWS CORP | 304,024 | 12,511,000 | 4.27% | ||
| 7 | FAIRFAX FINANCIAL HOLDINGS LTD | 20,612 | 12,082,000 | 4.13% | ||
| 8 | LEUCADIA NATIONAL CO | 474,118 | 9,027,000 | 3.08% | ||
| 9 | ENSTAR GROUP LIMITED COM | 54,292 | 8,929,000 | 3.05% | ||
| 10 | RPC INC | 403,367 | 6,777,000 | 2.31% | ||
| 11 | CIMAREX ENERGY | 48,362 | 6,498,000 | 2.22% | ||
| 12 | GENERAL AMERN INVS CO INC | 148,887 | 4,861,000 | 1.66% | ||
| 13 | MICROSOFT CORP | 79,053 | 4,553,000 | 1.55% | ||
| 14 | DEVON ENERGY CORP NEW | 96,610 | 4,261,000 | 1.46% | ||
| 15 | WESTAMERICA BANCORPORATION COM | 83,453 | 4,246,000 | 1.45% | ||
| 16 | JOHNSON & JOHNSON | 30,866 | 3,646,000 | 1.25% | ||
| 17 | TEGNA INC | 162,450 | 3,551,000 | 1.21% | ||
| 18 | BANK NEW YORK MELLON CORP | 88,471 | 3,528,000 | 1.20% | ||
| 19 | TRI POINTE HOMES INC COM | 207,239 | 2,731,000 | 0.93% | ||
| 20 | LIBERTY M SIRIUSXM C | 75,344 | 2,517,000 | 0.86% | ||
| 21 | INTERNATIONAL BUSINESS MACHS | 15,388 | 2,444,000 | 0.83% | ||
| 22 | CHICAGO BRIDGE & IRON CO N V | 82,793 | 2,321,000 | 0.79% | ||
| 23 | SOURCE CAP INC | 58,869 | 2,162,000 | 0.74% | ||
| 24 | COCA COLA CO | 47,200 | 1,998,000 | 0.68% | ||
| 25 | BOARDWALK PIPELINE PARTNERS | 112,425 | 1,929,000 | 0.66% | ||
| 26 | DU PONT E I DE NEMOURS & CO | 28,414 | 1,903,000 | 0.65% | ||
| 27 | VANGUARD SPECIALIZED FUNDS | 21,871 | 1,836,000 | 0.63% | ||
| 28 | GREIF INC | 30,247 | 1,833,000 | 0.63% | ||
| 29 | AMERICAN NATL INS CO COM | 14,548 | 1,774,000 | 0.61% | ||
| 30 | CONSOLIDATED TOMOKA LD CO | 34,062 | 1,744,000 | 0.60% | ||
| 31 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,730,000 | 0.59% | ||
| 32 | CNA FINL CORP | 48,753 | 1,678,000 | 0.57% | ||
| 33 | CHEVRON CORP NEW | 15,895 | 1,636,000 | 0.56% | ||
| 34 | BROADRIDGE FINL SOLUTIONS IN | 22,700 | 1,539,000 | 0.53% | ||
| 35 | EMERSON ELEC CO | 27,623 | 1,506,000 | 0.51% | ||
| 36 | AT&T INC | 36,530 | 1,483,000 | 0.51% | ||
| 37 | PICO HLDGS INC | 123,830 | 1,460,000 | 0.50% | ||
| 38 | ABBOTT LABS | 32,796 | 1,387,000 | 0.47% | ||
| 39 | HELMERICH & PAYNE INC | 19,500 | 1,312,000 | 0.45% | ||
| 40 | APPLE INC | 11,176 | 1,263,000 | 0.43% | ||
| 41 | WELLS FARGO & CO NEW | 26,828 | 1,188,000 | 0.41% | ||
| 42 | NOW INC COM | 55,375 | 1,187,000 | 0.41% | ||
| 43 | CONOCOPHILLIPS | 26,031 | 1,132,000 | 0.39% | ||
| 44 | MONMOUTH REAL ESTATE INVT CO | 78,678 | 1,123,000 | 0.38% | ||
| 45 | ROYCE VALUE TR INC | 82,294 | 1,042,000 | 0.36% | ||
| 46 | BROOKFIELD ASSET MGMT INC | 29,421 | 1,035,000 | 0.35% | ||
| 47 | AMGEN INC | 5,709 | 952,000 | 0.33% | ||
| 48 | GANNETT CO INC COM | 81,415 | 948,000 | 0.32% | ||
| 49 | US BANCORP DEL | 21,591 | 926,000 | 0.32% | ||
| 50 | WEYERHAEUSER CO | 28,971 | 925,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-16-000214, filed 2016.11.07).
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.
