Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $138M | 7% | new |
| GOOG | $115M | 6% | new |
| V | $102M | 5% | new |
| MA | $98M | 5% | new |
| META | $98M | 5% | new |
| DHR | $88M | 4% | new |
| CSGP | $85M | 4% | new |
| TMO | $73M | 4% | new |
| VMC | $66M | 3% | new |
| KMX | $65M | 3% | new |
| AMZN | $61M | 3% | new |
| unlisted | $56M | 3% | new |
| AON | $53M | 3% | new |
| unlisted | $52M | 3% | new |
| CHTR | $47M | 2% | new |
| ADI | $45M | 2% | new |
| GPN | $43M | 2% | new |
| EFX | $41M | 2% | new |
| ROP | $40M | 2% | new |
| FIS | $38M | 2% | new |
| ORCL | $36M | 2% | new |
| LBRDK | $35M | 2% | new |
| CRM | $33M | 2% | new |
| unlisted | $33M | 2% | new |
| VLTO | $32M | 2% | new |
| IT | $31M | 2% | new |
| TXN | $30M | 2% | new |
| SPGI | $29M | 1% | new |
| HEI.A | $28M | 1% | new |
| PRM | $27M | 1% | new |
| MLM | $25M | 1% | new |
| unlisted | $25M | 1% | new |
| MCHP | $23M | 1% | new |
| LKQ | $22M | 1% | new |
| MSFT | $18M | 1% | new |
| IEX | $16M | 1% | new |
| ADBE | $15M | 1% | new |
| GWRE | $14M | 1% | new |
| VRSN | $14M | 1% | new |
| unlisted | $14M | 1% | new |
| ACIW | $12M | 1% | new |
| unlisted | $9M | 0% | new |
| LBRDA | $8M | 0% | new |
| LYV | $6M | 0% | new |
| unlisted | $6M | 0% | new |
| DEO | $4M | 0% | new |
| JPM | $4M | 0% | new |
| FTV | $4M | 0% | new |
| unlisted | $3M | 0% | new |
| LIN | $3M | 0% | new |
| CMCSA | $3M | 0% | new |
| HON | $2M | 0% | new |