Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $147M | 8% | unchanged |
| V | $110M | 6% | trimmed |
| GOOG | $99M | 5% | trimmed |
| MA | $99M | 5% | trimmed |
| AON | $94M | 5% | unchanged |
| META | $93M | 5% | trimmed |
| DHR | $93M | 5% | added |
| IEX | $69M | 4% | added |
| KMX | $67M | 3% | trimmed |
| GPN | $66M | 3% | trimmed |
| CSGP | $64M | 3% | unchanged |
| TMO | $63M | 3% | unchanged |
| AMZN | $54M | 3% | unchanged |
| LH | $54M | 3% | unchanged |
| VMC | $49M | 3% | unchanged |
| EFX | $48M | 2% | added |
| CHTR | $46M | 2% | unchanged |
| LBRDK | $40M | 2% | unchanged |
| unlisted | $38M | 2% | unchanged |
| ORCL | $35M | 2% | trimmed |
| ODFL | $33M | 2% | trimmed |
| SIRI | $33M | 2% | added |
| TXN | $32M | 2% | unchanged |
| CRM | $32M | 2% | unchanged |
| IT | $31M | 2% | unchanged |
| VLTO | $30M | 2% | unchanged |
| HEI.A | $30M | 2% | unchanged |
| ADI | $30M | 2% | unchanged |
| TECH | $27M | 1% | added |
| PRM | $27M | 1% | new |
| SPGI | $23M | 1% | trimmed |
| FIS | $22M | 1% | trimmed |
| MLM | $21M | 1% | unchanged |
| MSFT | $19M | 1% | added |
| ACIW | $19M | 1% | unchanged |
| ADBE | $18M | 1% | unchanged |
| LKQ | $17M | 1% | unchanged |
| ROP | $16M | 1% | trimmed |
| unlisted | $12M | 1% | unchanged |
| unlisted | $10M | 1% | trimmed |
| LBRDA | $10M | 1% | unchanged |
| DEO | $4M | 0% | unchanged |
| CMCSA | $4M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| LIN | $3M | 0% | unchanged |
| HON | $3M | 0% | unchanged |