| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHALLER INVESTMENT GROUP INC | 227,460 | 20,838,000 | 86.54% | ||
| 2 | Brave Warrior Advisors, LLC | 31,697 | 2,904,000 | 12.06% | ||
| 3 | Crestwood Advisors Group, LLC | 2,994 | 274,000 | 1.14% | ||
| 4 | Evercore Wealth Management, LLC | 700 | 64,000 | 0.27% |
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.
