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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DEL | 14.31% | 58 | $40,088,440 | No Change | $691180 | 13F | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.66% | 36,431 | $13,055,049 | No Change | $358.35 | 13F | |
| IDCC | INTERDIGITAL INC | 4.33% | 85,585 | $12,121,404 | No Change | $141.63 | 13F | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 4.14% | 13,097 | $11,587,440 | -1,322 | -9.17% | $884.74 | 13F |
| HCC | WARRIOR MET COAL INC | 3.97% | 173,902 | $11,112,338 | 2,691 | 1.57% | $63.9 | 13F |
| MU | MICRON TECHNOLOGY INC | 3.57% | 96,401 | $9,997,748 | 13,964 | 16.94% | $103.71 | 13F |
| CF | CF INDS HLDGS INC | 3.56% | 116,115 | $9,962,667 | 4,695 | 4.21% | $85.8 | 13F |
| CEIX | CONSOL ENERGY INC NEW | 3.56% | 95,319 | $9,975,133 | 4,951 | 5.48% | $104.65 | 13F |
| KLAC | KLA CORP | 3.53% | 12,774 | $9,892,313 | -874 | -6.4% | $774.41 | 13F |
| MOH | MOLINA HEALTHCARE INC | 3.53% | 28,720 | $9,895,763 | No Change | $344.56 | 13F | |
| AMAT | APPLIED MATLS INC | 3.46% | 47,908 | $9,679,811 | No Change | $202.05 | 13F | |
| HPQ | HP INC | 3.43% | 267,894 | $9,609,358 | 27,726 | 11.54% | $35.87 | 13F |
| BKE | BUCKLE INC | 3.35% | 213,261 | $9,377,086 | -3,191 | -1.47% | $43.97 | 13F |
| CSCO | CISCO SYS INC | 3.35% | 176,376 | $9,386,731 | 7,663 | 4.54% | $53.22 | 13F |
| WBD | WARNER BROS DISCOVERY INC | 3.28% | 1,114,185 | $9,192,026 | 20,461 | 1.87% | $8.25 | 13F |
| LRCX | LAM RESEARCH CORP | 3.17% | 10,889 | $8,886,295 | No Change | $816.08 | 13F | |
| ELV | ELEVANCE HEALTH INC | 3.14% | 16,941 | $8,809,320 | No Change | $520 | 13F | |
| MPC | MARATHON PETE CORP | 3.06% | 52,644 | $8,576,234 | No Change | $162.91 | 13F | |
| LYB | LYONDELLBASELL INDUSTRIES N | 3.02% | 88,173 | $8,455,791 | 7,171 | 8.85% | $95.9 | 13F |
| DINO | HF SINCLAIR CORP | 2.92% | 183,575 | $8,181,938 | 29,969 | 19.51% | $44.57 | 13F |
| HUM | HUMANA INC | 2.78% | 24,551 | $7,776,284 | 2,153 | 9.61% | $316.74 | 13F |
| INTC | INTEL CORP | 2.76% | 329,124 | $7,721,249 | 128,007 | 63.65% | $23.46 | 13F |
| VLO | VALERO ENERGY CORP | 2.75% | 57,094 | $7,709,403 | -2,678 | -4.48% | $135.03 | 13F |
| FOXA | FOX CORP | 2.22% | 146,920 | $6,219,124 | 84,119 | 133.95% | $42.33 | 13F |
| TNET | TRINET GROUP INC | 2.2% | 63,564 | $6,163,801 | No Change | $96.97 | 13F | |
| KLIC | KULICKE & SOFFA INDS INC | 2.04% | 126,486 | $5,708,313 | -37,884 | -23.05% | $45.13 | 13F |
| HUN | HUNTSMAN CORP | 1.93% | 223,377 | $5,405,723 | -71,931 | -24.36% | $24.2 | 13F |
| GNTX | GENTEX CORP | 1.7% | 160,199 | $4,756,308 | -17,829 | -10.01% | $29.69 | 13F |
| MGA | MAGNA INTL INC | 0.29% | 19,654 | $806,600 | -79,413 | -80.16% | $41.04 | 13F |