Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $127M | 7% | unchanged |
| GOOG | $125M | 7% | trimmed |
| CSGP | $95M | 5% | trimmed |
| V | $89M | 5% | unchanged |
| MA | $84M | 5% | unchanged |
| DHR | $74M | 4% | added |
| META | $72M | 4% | trimmed |
| VMC | $69M | 4% | trimmed |
| unlisted | $65M | 3% | unchanged |
| LBRDK | $64M | 3% | added |
| KMX | $64M | 3% | trimmed |
| unlisted | $59M | 3% | unchanged |
| AMZN | $56M | 3% | added |
| TMO | $54M | 3% | added |
| AON | $50M | 3% | unchanged |
| ROP | $49M | 3% | added |
| IT | $49M | 3% | unchanged |
| ADI | $47M | 3% | unchanged |
| MKL | $45M | 2% | unchanged |
| FIS | $37M | 2% | added |
| ORCL | $34M | 2% | trimmed |
| unlisted | $31M | 2% | unchanged |
| TXN | $31M | 2% | trimmed |
| MLM | $31M | 2% | unchanged |
| SPGI | $30M | 2% | unchanged |
| ADBE | $29M | 2% | trimmed |
| CRM | $26M | 1% | trimmed |
| unlisted | $26M | 1% | trimmed |
| HEI.A | $26M | 1% | unchanged |
| LKQ | $24M | 1% | unchanged |
| LIN | $22M | 1% | unchanged |
| PRM | $20M | 1% | added |
| MSFT | $20M | 1% | trimmed |
| unlisted | $19M | 1% | unchanged |
| GWRE | $16M | 1% | unchanged |
| CHTR | $16M | 1% | added |
| LBRDA | $15M | 1% | unchanged |
| IEX | $14M | 1% | unchanged |
| unlisted | $13M | 1% | unchanged |
| unlisted | $12M | 1% | unchanged |
| unlisted | $10M | 1% | unchanged |
| LYV | $6M | 0% | unchanged |
| ACIW | $5M | 0% | added |
| JPM | $3M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| CMCSA | $3M | 0% | unchanged |
| DEO | $3M | 0% | unchanged |
| HON | $2M | 0% | unchanged |