Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $149M | 7% | unchanged |
| MA | $100M | 5% | unchanged |
| V | $99M | 5% | unchanged |
| DHR | $98M | 5% | unchanged |
| META | $96M | 5% | trimmed |
| GOOG | $95M | 5% | trimmed |
| AON | $90M | 4% | unchanged |
| TMO | $74M | 4% | trimmed |
| CSGP | $67M | 3% | unchanged |
| KMX | $65M | 3% | trimmed |
| GPN | $62M | 3% | added |
| IEX | $61M | 3% | added |
| LH | $53M | 3% | trimmed |
| EFX | $52M | 3% | unchanged |
| VMC | $48M | 2% | unchanged |
| AMZN | $47M | 2% | unchanged |
| CHTR | $44M | 2% | trimmed |
| ODFL | $42M | 2% | unchanged |
| LBRDK | $41M | 2% | unchanged |
| unlisted | $38M | 2% | unchanged |
| ROP | $37M | 2% | unchanged |
| ORCL | $37M | 2% | unchanged |
| TXN | $35M | 2% | unchanged |
| FIS | $35M | 2% | trimmed |
| VLTO | $33M | 2% | unchanged |
| HEI.A | $33M | 2% | unchanged |
| IT | $33M | 2% | unchanged |
| ADI | $32M | 2% | unchanged |
| PRM | $31M | 2% | trimmed |
| SIRI | $30M | 1% | new |
| unlisted | $29M | 1% | trimmed |
| SPGI | $28M | 1% | trimmed |
| CRM | $26M | 1% | unchanged |
| MLM | $22M | 1% | unchanged |
| MCHP | $21M | 1% | unchanged |
| ADBE | $21M | 1% | unchanged |
| LKQ | $18M | 1% | unchanged |
| ACIW | $18M | 1% | trimmed |
| GWRE | $18M | 1% | trimmed |
| MSFT | $18M | 1% | unchanged |
| VRSN | $12M | 1% | trimmed |
| LBRDA | $11M | 1% | unchanged |
| unlisted | $7M | 0% | unchanged |
| DEO | $4M | 0% | unchanged |
| CMCSA | $4M | 0% | unchanged |
| TECH | $4M | 0% | added |
| LIN | $3M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| HON | $2M | 0% | unchanged |