Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $131M | 7% | unchanged |
| GOOG | $114M | 6% | trimmed |
| META | $95M | 5% | trimmed |
| V | $94M | 5% | unchanged |
| MA | $90M | 5% | unchanged |
| DHR | $88M | 5% | unchanged |
| AON | $77M | 4% | added |
| TMO | $69M | 4% | unchanged |
| CSGP | $66M | 3% | unchanged |
| KMX | $63M | 3% | added |
| GPN | $51M | 3% | added |
| LH | $49M | 3% | new |
| AMZN | $49M | 3% | trimmed |
| IEX | $48M | 3% | added |
| VMC | $48M | 3% | trimmed |
| CHTR | $43M | 2% | trimmed |
| EFX | $43M | 2% | added |
| ROP | $37M | 2% | trimmed |
| ODFL | $37M | 2% | new |
| FIS | $33M | 2% | trimmed |
| TXN | $33M | 2% | unchanged |
| unlisted | $32M | 2% | added |
| ADI | $32M | 2% | trimmed |
| SPGI | $31M | 2% | unchanged |
| ORCL | $30M | 2% | trimmed |
| LBRDK | $29M | 2% | trimmed |
| IT | $29M | 2% | unchanged |
| HEI.A | $29M | 2% | trimmed |
| VLTO | $29M | 2% | trimmed |
| PRM | $28M | 1% | unchanged |
| unlisted | $25M | 1% | unchanged |
| CRM | $24M | 1% | trimmed |
| unlisted | $24M | 1% | trimmed |
| MCHP | $24M | 1% | unchanged |
| ADBE | $22M | 1% | added |
| MLM | $22M | 1% | unchanged |
| LKQ | $19M | 1% | added |
| MSFT | $18M | 1% | trimmed |
| VRSN | $15M | 1% | added |
| ACIW | $15M | 1% | unchanged |
| GWRE | $14M | 1% | trimmed |
| LBRDA | $8M | 0% | unchanged |
| unlisted | $8M | 0% | unchanged |
| unlisted | $7M | 0% | unchanged |
| CMCSA | $4M | 0% | added |
| DEO | $4M | 0% | unchanged |
| TECH | $3M | 0% | new |
| LIN | $3M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| unlisted | $3M | 0% | trimmed |
| HON | $2M | 0% | unchanged |