Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $144M | 9% | unchanged |
| DHR | $118M | 7% | trimmed |
| GOOG | $109M | 6% | trimmed |
| V | $95M | 6% | unchanged |
| MA | $89M | 5% | unchanged |
| TMO | $78M | 5% | trimmed |
| AON | $77M | 5% | added |
| META | $72M | 4% | unchanged |
| MSFT | $71M | 4% | trimmed |
| IEX | $70M | 4% | trimmed |
| VMC | $60M | 4% | unchanged |
| AMZN | $51M | 3% | unchanged |
| CSGP | $48M | 3% | unchanged |
| TECH | $47M | 3% | unchanged |
| EFX | $47M | 3% | unchanged |
| unlisted | $43M | 3% | unchanged |
| HEI.A | $41M | 2% | unchanged |
| GPN | $39M | 2% | trimmed |
| ADI | $36M | 2% | trimmed |
| ODFL | $33M | 2% | unchanged |
| LBRDK | $32M | 2% | added |
| TXN | $29M | 2% | unchanged |
| SIRI | $28M | 2% | unchanged |
| MLM | $26M | 2% | unchanged |
| LH | $25M | 1% | trimmed |
| IDXX | $24M | 1% | trimmed |
| CRM | $23M | 1% | unchanged |
| ACIW | $18M | 1% | unchanged |
| ROP | $16M | 1% | added |
| PRM | $14M | 1% | trimmed |
| ORCL | $14M | 1% | unchanged |
| LKQ | $13M | 1% | trimmed |
| EEFT | $12M | 1% | new |
| CDW | $8M | 0% | added |
| MELI | $7M | 0% | unchanged |
| LBRDA | $7M | 0% | unchanged |
| IT | $6M | 0% | trimmed |
| VLTO | $4M | 0% | unchanged |
| SPGI | $4M | 0% | unchanged |
| LIN | $3M | 0% | added |
| CMCSA | $3M | 0% | trimmed |
| FTV | $3M | 0% | trimmed |
| DEO | $2M | 0% | trimmed |
| CHTR | $136K | 0% | trimmed |