| 1 |
BLACKROCK INC |
205,000 |
74,304 |
11.46% |
|
|
| 2 |
AMERICAN EXPRESS CO |
875,000 |
56,035 |
8.64% |
|
|
| 3 |
WELLS FARGO & CO NEW |
1,150,000 |
50,922 |
7.85% |
|
|
| 4 |
CAPITAL ONE FINL CORP |
620,000 |
44,534 |
6.87% |
|
|
| 5 |
STATE STR CORP |
620,000 |
43,170 |
6.66% |
|
|
| 6 |
BOFI HLDG INC |
1,825,000 |
40,880 |
6.30% |
|
|
| 7 |
US BANCORP DEL |
900,000 |
38,601 |
5.95% |
|
|
| 8 |
KKR & CO LP COMMON UNITS |
2,250,000 |
32,085 |
4.95% |
|
|
| 9 |
AON PLC |
230,000 |
25,872 |
3.99% |
|
|
| 10 |
BERKSHIRE HATHAWAY INC DEL |
117 |
25,297 |
3.90% |
|
|
| 11 |
S&P GLOBAL INC |
180,000 |
22,780 |
3.51% |
|
|
| 12 |
SVB FINANCIAL GROUP |
200,000 |
22,108 |
3.41% |
|
|
| 13 |
MOODYS CORP |
195,000 |
21,114 |
3.26% |
|
|
| 14 |
GOLDMAN SACHS GROUP INC |
130,000 |
20,965 |
3.23% |
|
|
| 15 |
JPMORGAN CHASE & CO |
250,000 |
16,647 |
2.57% |
|
|
| 16 |
AMERITRADE HOLD |
470,000 |
16,562 |
2.55% |
|
|
| 17 |
MASTERCARD INCORPORATED |
150,000 |
15,265 |
2.35% |
|
|
| 18 |
SIGNATURE BANK |
125,000 |
14,806 |
2.28% |
|
|
| 19 |
BANKUNITED INC |
490,000 |
14,798 |
2.28% |
|
|
| 20 |
SERVISFIRST BANCSHARES INC COM |
277,457 |
14,402 |
2.22% |
|
|
| 21 |
HOME BANCSHARES INC COM |
600,000 |
12,486 |
1.93% |
|
|
| 22 |
UNION PAC CORP |
100,000 |
9,753 |
1.50% |
|
|
| 23 |
PROSPERITY BANCSHARES INC |
99,679 |
5,471 |
0.84% |
|
|
| 24 |
BERKSHIRE HATHAWAY INC DEL |
35,000 |
5,056 |
0.78% |
|
|
| 25 |
BANK OF THE OZARKS |
120,000 |
4,608 |
0.71% |
|
|
