Old-school Omaha value.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| BRK.B | $134M | 9% | trimmed |
| GOOG | $94M | 7% | trimmed |
| DHR | $91M | 6% | trimmed |
| V | $80M | 6% | unchanged |
| MA | $73M | 5% | trimmed |
| AON | $69M | 5% | trimmed |
| MSFT | $63M | 4% | added |
| META | $60M | 4% | trimmed |
| TMO | $59M | 4% | trimmed |
| VMC | $58M | 4% | unchanged |
| IEX | $50M | 3% | trimmed |
| AMZN | $46M | 3% | unchanged |
| HEI.A | $40M | 3% | added |
| TECH | $34M | 2% | trimmed |
| unlisted | $34M | 2% | added |
| ADI | $34M | 2% | trimmed |
| EFX | $34M | 2% | trimmed |
| TXN | $31M | 2% | trimmed |
| SIRI | $30M | 2% | trimmed |
| LBRDK | $29M | 2% | trimmed |
| LH | $26M | 2% | unchanged |
| ODFL | $26M | 2% | trimmed |
| MLM | $23M | 2% | trimmed |
| GPN | $23M | 2% | trimmed |
| CSGP | $21M | 1% | trimmed |
| IDXX | $20M | 1% | unchanged |
| CRM | $15M | 1% | trimmed |
| ACIW | $15M | 1% | unchanged |
| MELI | $14M | 1% | added |
| PRM | $12M | 1% | unchanged |
| LKQ | $12M | 1% | trimmed |
| IR | $11M | 1% | new |
| EEFT | $11M | 1% | unchanged |
| ORCL | $8M | 1% | trimmed |
| unlisted | $7M | 1% | new |
| TSM | $7M | 0% | new |
| LBRDA | $7M | 0% | trimmed |
| NVDA | $6M | 0% | new |
| CDW | $4M | 0% | trimmed |
| LIN | $4M | 0% | unchanged |
| VLTO | $4M | 0% | added |
| POOL | $3M | 0% | new |
| RGEN | $3M | 0% | new |
| SPGI | $3M | 0% | unchanged |
| CMCSA | $1M | 0% | trimmed |
| FTV | $1M | 0% | trimmed |
| FERG | $1M | 0% | new |
| APH | $1M | 0% | new |
| CHTR | $140K | 0% | unchanged |