| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 278,561 | 45,400,000 | 14.24% | ||
| 2 | WHITE MOUNTAINS INSURANCE GRP LTD | 30,594 | 25,578,000 | 8.02% | ||
| 3 | ALLEGHANY CORP | 38,361 | 23,328,000 | 7.31% | ||
| 4 | MARKEL CORP | 18,417 | 16,658,000 | 5.22% | ||
| 5 | WR BERKLEY | 229,106 | 15,238,000 | 4.78% | ||
| 6 | LOEWS CORP | 300,620 | 14,078,000 | 4.41% | ||
| 7 | LEUCADIA NATIONAL CO | 478,196 | 11,118,000 | 3.49% | ||
| 8 | ENSTAR GROUP LIMITED COM | 54,975 | 10,869,000 | 3.41% | ||
| 9 | FAIRFAX FINANCIAL HOLDINGS LTD | 20,512 | 9,983,000 | 3.13% | ||
| 10 | RPC INC | 398,860 | 7,901,000 | 2.48% | ||
| 11 | CIMAREX ENERGY | 48,362 | 6,572,000 | 2.06% | ||
| 12 | WESTAMERICA BANCORPORATION COM | 81,712 | 5,142,000 | 1.61% | ||
| 13 | MICROSOFT CORP | 78,545 | 4,881,000 | 1.53% | ||
| 14 | GENERAL AMERN INVS CO INC | 145,367 | 4,533,000 | 1.42% | ||
| 15 | DEVON ENERGY CORP NEW | 94,726 | 4,326,000 | 1.36% | ||
| 16 | BANK NEW YORK MELLON CORP | 87,840 | 4,162,000 | 1.31% | ||
| 17 | JOHNSON & JOHNSON | 30,872 | 3,557,000 | 1.12% | ||
| 18 | TEGNA INC | 162,000 | 3,465,000 | 1.09% | ||
| 19 | FOREST CITY RLTY TR INC COM CL A | 125,578 | 2,617,000 | 0.82% | ||
| 20 | LIBERTY M SIRIUSXM C | 75,560 | 2,563,000 | 0.80% | ||
| 21 | TRI POINTE HOMES INC COM | 219,539 | 2,520,000 | 0.79% | ||
| 22 | INTERNATIONAL BUSINESS MACHS | 14,785 | 2,454,000 | 0.77% | ||
| 23 | CHICAGO BRIDGE & IRON CO N V | 77,268 | 2,453,000 | 0.77% | ||
| 24 | SOURCE CAP INC | 62,805 | 2,258,000 | 0.71% | ||
| 25 | DU PONT E I DE NEMOURS & CO | 28,414 | 2,086,000 | 0.65% | ||
| 26 | BOARDWALK PIPELINE PARTNERS | 118,925 | 2,065,000 | 0.65% | ||
| 27 | CNA FINL CORP | 48,973 | 2,032,000 | 0.64% | ||
| 28 | CONSOLIDATED TOMOKA LD CO | 36,885 | 1,970,000 | 0.62% | ||
| 29 | COCA COLA CO | 47,200 | 1,957,000 | 0.61% | ||
| 30 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,953,000 | 0.61% | ||
| 31 | GREIF INC | 28,422 | 1,920,000 | 0.60% | ||
| 32 | VANGUARD SPECIALIZED FUNDS | 22,283 | 1,898,000 | 0.60% | ||
| 33 | CHEVRON CORP NEW | 15,884 | 1,870,000 | 0.59% | ||
| 34 | PICO HLDGS INC | 120,107 | 1,820,000 | 0.57% | ||
| 35 | AMERICAN NATL INS CO COM | 14,471 | 1,803,000 | 0.57% | ||
| 36 | BROADRIDGE FINL SOLUTIONS IN | 23,700 | 1,571,000 | 0.49% | ||
| 37 | EMERSON ELEC CO | 27,364 | 1,526,000 | 0.48% | ||
| 38 | AT&T INC | 35,860 | 1,525,000 | 0.48% | ||
| 39 | HELMERICH & PAYNE INC | 19,500 | 1,509,000 | 0.47% | ||
| 40 | WELLS FARGO & CO NEW | 26,137 | 1,440,000 | 0.45% | ||
| 41 | CONOCOPHILLIPS | 27,581 | 1,383,000 | 0.43% | ||
| 42 | ABBOTT LABS | 32,533 | 1,250,000 | 0.39% | ||
| 43 | APPLE INC | 10,637 | 1,232,000 | 0.39% | ||
| 44 | AMERCO | 3,201 | 1,183,000 | 0.37% | ||
| 45 | MONMOUTH REAL ESTATE INVT CO | 76,978 | 1,173,000 | 0.37% | ||
| 46 | NOW INC COM | 55,375 | 1,134,000 | 0.36% | ||
| 47 | SABINE ROYALTY TR | 31,757 | 1,116,000 | 0.35% | ||
| 48 | US BANCORP DEL | 21,591 | 1,109,000 | 0.35% | ||
| 49 | ROYCE VALUE TR INC | 81,639 | 1,093,000 | 0.34% | ||
| 50 | ROYCE MICRO CAP TR INC | 126,720 | 1,034,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-000559, filed 2017.01.31).
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.