| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 700 | 71,000 | 0.03% | ||
| 2 | Crestwood Advisors Group, LLC | 2,994 | 303,000 | 0.14% | ||
| 3 | SCHALLER INVESTMENT GROUP INC | 227,400 | 23,008,000 | 10.97% | ||
| 4 | Brave Warrior Advisors, LLC | 1,842,187 | 186,392,000 | 88.85% |
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.
