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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 18.91% | 312,530 | $65,090,623 | -3,755 | -1.19% | $208.27 | 13F |
| BN | BROOKFIELD CORP | 16.37% | 1,392,742 | $56,364,269 | -20,720 | -1.47% | $40.47 | 13F |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 13.14% | 63 | $45,242,820 | -4 | -5.97% | $718140 | 13F |
| MKL | MARKEL GROUP INC | 12.54% | 22,555 | $43,171,849 | -350 | -1.53% | $1914.07 | 13F |
| SGOV | ISHARES TR | 11.2% | 383,000 | $38,552,780 | 383,000 | New | $100.66 | 13F |
| GOOGL | ALPHABET INC | 8.36% | 100,035 | $28,766,064 | -1,120 | -1.11% | $287.56 | 13F |
| NFLX | NETFLIX INC. | 7.8% | 279,480 | $26,872,002 | 279,480 | New | $96.15 | 13F |
| TSLA | TESLA INC | 5.91% | 54,735 | $20,347,736 | -7,365 | -11.86% | $371.75 | 13F |
| TRUP | TRUPANION INC | 5.78% | 776,490 | $19,885,909 | No Change | $25.61 | 13F | |
| BUR | BURFORD CAP LTD | -1,835,072 | Exited | 13F |