| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HUM | HUMANA INC (Call) | 2.81% | 648,300 | $158,496,384 | No Change | $244.48 | 13F | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 2.37% | 1,959,035 | $133,312,332 | No Change | $68.05 | 13F | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 0.01% | 1 | $728,800 | No Change | $728800 | 13F |