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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 14.48% | 253,025 | $121,249,580 | 3,814 | 1.53% | $479.2 | 13F |
| DECK | DECKERS OUTDOOR CORP | 7.9% | 661,029 | $66,162,393 | 21,331 | 3.33% | $100.09 | 13F |
| ALK | ALASKA AIR GROUP INC | 7.45% | 1,695,062 | $62,344,380 | 1,285,780 | 314.16% | $36.78 | 13F |
| OLN | OLIN CORP | 7.21% | 2,029,319 | $60,331,666 | 85,879 | 4.42% | $29.73 | 13F |
| DLTR | DOLLAR TREE INC | 6.72% | 513,485 | $56,231,742 | 825 | 0.16% | $109.51 | 13F |
| DINO | HF SINCLAIR CORP | 2.69% | 360,678 | $22,502,671 | 2,151 | 0.6% | $62.39 | 13F |
| SBUX | STARBUCKS CORP | 2.69% | 251,300 | $22,513,950 | 9,830 | 4.07% | $89.59 | 13F |
| DIS | DISNEY WALT CO | 1.76% | 152,583 | $14,705,946 | 6,801 | 4.67% | $96.38 | 13F |
| MRK | MERCK & CO INC | 0.64% | 44,633 | $5,368,904 | 190 | 0.43% | $120.29 | 13F |
| SGOV | ISHARES TR | 0.12% | 9,916 | $998,145 | 6,375 | 180.03% | $100.66 | 13F |