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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 15.45% | 273,145 | $136,679,027 | 20,120 | 7.95% | $500.39 | 13F |
| ALK | ALASKA AIR GROUP INC | 10.58% | 1,793,627 | $93,627,329 | 98,565 | 5.81% | $52.2 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 10.16% | 120 | $89,862,000 | 4 | 3.45% | $748850 | 13F |
| DG | DOLLAR GEN CORP | 8.66% | 665,307 | $76,583,445 | 17,080 | 2.63% | $115.11 | 13F |
| DECK | DECKERS OUTDOOR CORP | 7.52% | 670,199 | $66,544,059 | 9,170 | 1.39% | $99.29 | 13F |
| DLTR | DOLLAR TREE INC | 7.25% | 530,113 | $64,117,167 | 16,628 | 3.24% | $120.95 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 5.6% | 553,722 | $49,547,045 | 325,512 | 142.64% | $89.48 | 13F |
| OLN | OLIN CORP | 4.83% | 2,153,826 | $42,688,822 | 124,507 | 6.14% | $19.82 | 13F |
| KGC | KINROSS GOLD CORP | 4.14% | 1,548,995 | $36,587,262 | 40,054 | 2.65% | $23.62 | 13F |
| DIS | DISNEY WALT CO | 1.75% | 160,653 | $15,462,848 | 8,070 | 5.29% | $96.25 | 13F |
| GLDM | WORLD GOLD TR | 0.22% | 24,063 | $1,911,083 | 84 | 0.35% | $79.42 | 13F |
| AAPL | APPLE INC | 0.15% | 4,640 | $1,342,630 | 500 | 12.08% | $289.36 | 13F |