Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $153M | 8% | trimmed |
| V | $114M | 6% | trimmed |
| DHR | $102M | 5% | added |
| MA | $98M | 5% | trimmed |
| AON | $85M | 5% | trimmed |
| IEX | $73M | 4% | added |
| CSGP | $72M | 4% | added |
| GOOG | $70M | 4% | trimmed |
| META | $70M | 4% | trimmed |
| TMO | $63M | 3% | added |
| KMX | $63M | 3% | trimmed |
| GPN | $57M | 3% | unchanged |
| EFX | $51M | 3% | added |
| MSFT | $50M | 3% | added |
| VMC | $49M | 3% | added |
| TECH | $46M | 2% | added |
| LBRDK | $45M | 2% | unchanged |
| unlisted | $44M | 2% | added |
| CHTR | $43M | 2% | trimmed |
| AMZN | $42M | 2% | trimmed |
| IT | $37M | 2% | added |
| LH | $35M | 2% | trimmed |
| ODFL | $34M | 2% | added |
| HEI.A | $34M | 2% | unchanged |
| SIRI | $33M | 2% | unchanged |
| ADBE | $32M | 2% | added |
| TXN | $30M | 2% | unchanged |
| ADI | $28M | 2% | unchanged |
| IDXX | $25M | 1% | new |
| ORCL | $24M | 1% | trimmed |
| CRM | $23M | 1% | trimmed |
| PRM | $21M | 1% | trimmed |
| MLM | $20M | 1% | unchanged |
| ACIW | $20M | 1% | unchanged |
| LKQ | $19M | 1% | unchanged |
| ROP | $19M | 1% | unchanged |
| CMCSA | $17M | 1% | added |
| LBRDA | $12M | 1% | unchanged |
| unlisted | $10M | 1% | unchanged |
| VLTO | $4M | 0% | trimmed |
| SPGI | $4M | 0% | trimmed |
| LIN | $3M | 0% | unchanged |
| FTV | $3M | 0% | unchanged |
| DEO | $3M | 0% | unchanged |