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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 19.44% | 231,533 | $81,106,010 | -2,997 | -1.28% | $350.3 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 16.43% | 129 | $68,560,533 | No Change | $531477 | 13F | |
| DG | DOLLAR GEN CORP NEW | 10.19% | 401,946 | $42,525,887 | 255,921 | 175.26% | $105.8 | 13F |
| MCY | MERCURY GENL CORP NEW | 9.08% | 1,351,396 | $37,879,625 | 91,671 | 7.28% | $28.03 | 13F |
| OLN | OLIN CORP | 6.06% | 506,188 | $25,299,276 | -12,951 | -2.49% | $49.98 | 13F |
| NEM | NEWMONT CORP | 4.66% | 526,677 | $19,460,715 | 6,000 | 1.15% | $36.95 | 13F |
| KGC | KINROSS GOLD CORP | 4.58% | 4,192,177 | $19,116,327 | 15,178 | 0.36% | $4.56 | 13F |
| DINO | HF SINCLAIR CORP | 3.66% | 268,298 | $15,274,205 | -56,727 | -17.45% | $56.93 | 13F |
| PARA | PARAMOUNT GLOBAL | 3.6% | 1,163,676 | $15,011,420 | 28,845 | 2.54% | $12.9 | 13F |
| ALK | ALASKA AIR GROUP INC | 2.38% | 268,121 | $9,941,927 | 13,555 | 5.32% | $37.08 | 13F |
| DIS | DISNEY WALT CO | 2.38% | 122,252 | $9,908,525 | 229 | 0.19% | $81.05 | 13F |
| CMI | CUMMINS INC | 2.24% | 40,888 | $9,341,272 | -384 | -0.93% | $228.46 | 13F |
| DLTR | DOLLAR TREE INC | 2.19% | 85,757 | $9,128,833 | 9,422 | 12.34% | $106.45 | 13F |
| SBUX | STARBUCKS CORP | 2.08% | 94,860 | $8,657,872 | -2,280 | -2.35% | $91.27 | 13F |
| EQNR | EQUINOR ASA | 1.88% | 239,054 | $7,838,581 | 1,892 | 0.8% | $32.79 | 13F |
| XOM | EXXON MOBIL CORP | 1.59% | 56,335 | $6,623,869 | -18,013 | -24.23% | $117.58 | 13F |
| VLO | VALERO ENERGY CORP | 1.21% | 35,507 | $5,031,697 | -62,386 | -63.73% | $141.71 | 13F |
| NXPI | NXP SEMICONDUCTORS N V | 1.18% | 24,571 | $4,912,234 | -15,147 | -38.14% | $199.92 | 13F |
| MRK | MERCK & CO INC | 1.1% | 44,444 | $4,575,510 | No Change | $102.95 | 13F | |
| SMHI | SEACOR MARINE HLDGS INC | 0.82% | 246,977 | $3,428,041 | No Change | $13.88 | 13F | |
| TRV | TRAVELERS COMPANIES INC | 0.79% | 20,155 | $3,291,513 | No Change | $163.31 | 13F | |
| COST | COSTCO WHSL CORP NEW | 0.54% | 3,984 | $2,250,801 | -188 | -4.51% | $564.96 | 13F |
| GE | GENERAL ELECTRIC CO | 0.44% | 16,559 | $1,830,597 | No Change | $110.55 | 13F | |
| KO | COCA COLA CO | 0.3% | 22,425 | $1,255,352 | No Change | $55.98 | 13F | |
| NKE | NIKE INC | 0.26% | 11,343 | $1,084,585 | 1 | 0.00882% | $95.62 | 13F |
| AXP | AMERICAN EXPRESS CO | 0.23% | 6,426 | $958,695 | No Change | $149.19 | 13F | |
| WAFD | WAFD INC | 0.17% | 27,575 | $706,472 | No Change | $25.62 | 13F | |
| AAPL | APPLE INC | 0.13% | 3,208 | $549,242 | No Change | $171.21 | 13F | |
| CVX | CHEVRON CORP NEW | 0.13% | 3,253 | $548,521 | No Change | $168.62 | 13F | |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.07% | 4,581 | $311,691 | No Change | $68.04 | 13F | |
| DOW | DOW INC | 0.06% | 5,169 | $266,514 | No Change | $51.56 | 13F | |
| PEP | PEPSICO INC | 0.06% | 1,457 | $246,874 | -125 | -7.9% | $169.44 | 13F |
| SHEL | SHELL PLC | 0.06% | 4,168 | $268,336 | No Change | $64.38 | 13F |
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