Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $139M | 8% | unchanged |
| V | $106M | 6% | trimmed |
| DHR | $104M | 6% | added |
| MA | $93M | 5% | trimmed |
| META | $85M | 5% | trimmed |
| GOOG | $79M | 4% | unchanged |
| AON | $76M | 4% | unchanged |
| IEX | $71M | 4% | unchanged |
| MSFT | $64M | 3% | trimmed |
| CSGP | $62M | 3% | trimmed |
| TMO | $61M | 3% | added |
| VMC | $55M | 3% | unchanged |
| EFX | $55M | 3% | unchanged |
| LBRDK | $49M | 3% | trimmed |
| AMZN | $49M | 3% | unchanged |
| GPN | $45M | 2% | trimmed |
| KMX | $44M | 2% | trimmed |
| HEI.A | $42M | 2% | unchanged |
| TECH | $41M | 2% | unchanged |
| CHTR | $39M | 2% | trimmed |
| unlisted | $37M | 2% | trimmed |
| ORCL | $37M | 2% | unchanged |
| LH | $37M | 2% | trimmed |
| IT | $36M | 2% | unchanged |
| TXN | $34M | 2% | trimmed |
| ODFL | $34M | 2% | unchanged |
| ADI | $34M | 2% | unchanged |
| IDXX | $32M | 2% | unchanged |
| SIRI | $32M | 2% | trimmed |
| PRM | $27M | 1% | trimmed |
| CRM | $24M | 1% | unchanged |
| MLM | $23M | 1% | unchanged |
| ROP | $18M | 1% | unchanged |
| LKQ | $17M | 1% | unchanged |
| CMCSA | $16M | 1% | unchanged |
| unlisted | $15M | 1% | unchanged |
| ACIW | $14M | 1% | trimmed |
| LBRDA | $14M | 1% | unchanged |
| VLTO | $4M | 0% | unchanged |
| SPGI | $4M | 0% | unchanged |
| LIN | $3M | 0% | unchanged |
| DEO | $3M | 0% | unchanged |
| FTV | $2M | 0% | added |
| RAL | $735K | 0% | new |