| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHALLER INVESTMENT GROUP INC | 56,200 | 8,067,000 | 42.38% | ||
| 2 | MENLO ADVISORS LLC | 51,784 | 7,433,000 | 39.05% | ||
| 3 | BARR E S & CO | 10,825 | 1,554,000 | 8.16% | ||
| 4 | AR ASSET MANAGEMENT INC | 4,296 | 617,000 | 3.24% | ||
| 5 | Geneva Advisors, LLC | 3,114 | 447,000 | 2.35% | ||
| 6 | EAGLE GLOBAL ADVISORS LLC | 2,400 | 344,000 | 1.81% | ||
| 7 | Curi Capital, LLC | 2,067 | 297,000 | 1.56% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 1,913 | 275,000 | 1.44% |
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.