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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | 4.38% | 4,276,176 | $1,019,230,487 | 850,924 | 24.84% | $238.35 | 13F |
| MKL | Markel Group, Inc | 3.41% | 406,759 | $794,400,127 | 23,326 | 6.08% | $1953 | 13F |
| CI | Cigna Group | 2.67% | 2,253,424 | $621,243,564 | 19,495 | 0.87% | $275.69 | 13F |
| JBS | JBS N.V., Class A | 2.54% | 50,016,236 | $592,692,397 | 23,771,576 | 90.58% | $11.85 | 13F |
| UNH | UnitedHealth Group Inc. | 2.28% | 1,274,650 | $529,839,298 | 27,174 | 2.18% | $415.67 | 13F |
| LYB | LyondellBasell Industries N.V. | 1.97% | 8,698,852 | $457,993,661 | 3,102,264 | 55.43% | $52.65 | 13F |
| TCOM | Trip.com Group Ltd., ADR | 1.5% | 8,761,371 | $349,053,040 | 2,206,259 | 33.66% | $39.84 | 13F |
| PINS | Pinterest, Inc., Class A | 1.14% | 12,574,721 | $264,483,320 | 174,620 | 1.41% | $21.03 | 13F |
| COP | ConocoPhillips | 0.84% | 1,877,583 | $195,190,301 | 2,155 | 0.11% | $103.96 | 13F |
| SE | Sea Ltd., Class A, ADR | 0.83% | 2,011,812 | $192,792,171 | 161,981 | 8.76% | $95.83 | 13F |
| NTES | NetEase Inc. - ADR | 0.34% | 612,955 | $78,544,448 | 190,243 | 45.01% | $128.14 | 13F |
| MSFT | Microsoft Corp. | 0.15% | 92,973 | $34,704,890 | 14,484 | 18.45% | $373.28 | 13F |
| NVDA | NVIDIA Corp. | 0.13% | 154,727 | $30,950,161 | 41,171 | 36.26% | $200.03 | 13F |
| ADBE | Adobe Inc. | 0.06% | 67,894 | $13,929,293 | 22,755 | 50.41% | $205.16 | 13F |
| AMH | American Homes 4 Rent - Class A | 0.05% | 325,590 | $10,913,777 | 48,420 | 17.47% | $33.52 | 13F |
| ESS | Essex Property Trust, Inc. | 0.04% | 28,501 | $8,310,607 | 11,740 | 70.04% | $291.59 | 13F |
| FRMI | Fermi Inc. | 0.02% | 451,400 | $4,134,824 | 145,670 | 47.65% | $9.16 | 13F |
| JAN | Janus Living, Inc. | 0.00432% | 35,000 | $1,005,900 | 25,000 | 250% | $28.74 | 13F |