Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| GOOG | $130M | 7% | trimmed |
| BRK.B | $127M | 7% | trimmed |
| V | $86M | 5% | unchanged |
| MA | $84M | 5% | unchanged |
| DHR | $81M | 5% | added |
| CSGP | $73M | 4% | trimmed |
| META | $69M | 4% | trimmed |
| TMO | $63M | 4% | added |
| VMC | $61M | 3% | unchanged |
| LBRDK | $61M | 3% | trimmed |
| unlisted | $57M | 3% | added |
| KMX | $51M | 3% | trimmed |
| AMZN | $50M | 3% | trimmed |
| ROP | $50M | 3% | unchanged |
| IT | $48M | 3% | unchanged |
| AON | $47M | 3% | unchanged |
| unlisted | $46M | 3% | new |
| MKL | $43M | 2% | trimmed |
| ADI | $42M | 2% | unchanged |
| unlisted | $31M | 2% | unchanged |
| ORCL | $30M | 2% | unchanged |
| ADBE | $29M | 2% | trimmed |
| FIS | $28M | 2% | trimmed |
| TXN | $27M | 1% | unchanged |
| EFX | $27M | 1% | new |
| unlisted | $27M | 1% | unchanged |
| SPGI | $26M | 1% | trimmed |
| MLM | $25M | 1% | trimmed |
| CRM | $25M | 1% | unchanged |
| HEI.A | $24M | 1% | unchanged |
| CHTR | $22M | 1% | added |
| LIN | $22M | 1% | unchanged |
| LKQ | $20M | 1% | unchanged |
| MCHP | $20M | 1% | new |
| GWRE | $19M | 1% | unchanged |
| MSFT | $18M | 1% | unchanged |
| PRM | $17M | 1% | added |
| unlisted | $16M | 1% | new |
| IEX | $14M | 1% | unchanged |
| LBRDA | $13M | 1% | trimmed |
| unlisted | $10M | 1% | unchanged |
| unlisted | $10M | 1% | trimmed |
| unlisted | $8M | 0% | new |
| ACIW | $6M | 0% | added |
| LYV | $5M | 0% | unchanged |
| JPM | $3M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| CMCSA | $3M | 0% | unchanged |
| DEO | $3M | 0% | added |
| unlisted | $2M | 0% | new |
| HON | $2M | 0% | unchanged |