| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 22.04% | 140,600 | $68,299,000 | No Change | $485.77 | 13F | |
| AXP | AMERICAN EXPRESS CO | 21.62% | 210,000 | $66,986,000 | No Change | $318.98 | 13F | |
| MA | MASTERCARD INCORPORATED | 11.92% | 65,750 | $36,948,000 | No Change | $561.95 | 13F | |
| BAC | BANK AMERICA CORP | 11.73% | 767,845 | $36,334,000 | No Change | $47.32 | 13F | |
| RACE | FERRARI N V | 8.06% | 60,000 | $24,966,000 | No Change | $416.1 | 13F | |
| MU | MICRON TECHNOLOGY INC | 7.96% | 200,000 | $24,650,000 | No Change | $123.25 | 13F | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 7.06% | 30 | $21,864,000 | No Change | $728800 | 13F | |
| MCO | MOODYS CORP | 4.37% | 27,000 | $13,543,000 | No Change | $501.59 | 13F | |
| BABA | ALIBABA GROUP HLDG LTD | 1.74% | 47,500 | $5,387,000 | No Change | $113.41 | 13F | |
| DJCO | DAILY JOURNAL CORP | 1.57% | 11,500 | $4,856,000 | No Change | $422.26 | 13F | |
| GOOGL | ALPHABET INC | 0.91% | 16,000 | $2,820,000 | No Change | $176.25 | 13F | |
| SRG | SERITAGE GROWTH PPTYS | 0.5% | 500,000 | $1,540,000 | No Change | $3.08 | 13F | |
| AMR | ALPHA METALLURGICAL RESOUR I | 0.29% | 8,000 | $900,000 | No Change | $112.5 | 13F | |
| CNR | CORE NATURAL RESOURCES INC | 0.24% | 10,740 | $749,000 | No Change | $69.74 | 13F |