| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DEL | 22.27% | 140,600 | $70,685,000 | No Change | $502.74 | 13F | |
| AXP | AMERICAN EXPRESS CO | 21.98% | 210,000 | $69,754,000 | No Change | $332.16 | 13F | |
| BAC | BANK AMERICA CORP | 12.48% | 767,845 | $39,613,000 | No Change | $51.59 | 13F | |
| MA | MASTERCARD INCORPORATED | 11.78% | 65,750 | $37,399,000 | No Change | $568.81 | 13F | |
| RACE | FERRARI N V | 9.13% | 60,000 | $28,978,000 | No Change | $482.97 | 13F | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 7.13% | 30 | $22,626,000 | No Change | $754200 | 13F | |
| MU | MICRON TECHNOLOGY INC | 4.22% | 80,000 | $13,386,000 | -120,000 | -60% | $167.33 | 13F |
| MCO | MOODYS CORP | 4.05% | 27,000 | $12,865,000 | No Change | $476.48 | 13F | |
| BABA | ALIBABA GROUP HLDG LTD | 2.68% | 47,500 | $8,490,000 | No Change | $178.74 | 13F | |
| DJCO | DAILY JOURNAL CORP | 1.69% | 11,500 | $5,349,000 | No Change | $465.13 | 13F | |
| GOOGL | ALPHABET INC | 1.23% | 16,000 | $3,890,000 | No Change | $243.13 | 13F | |
| SRG | SERITAGE GROWTH PPTYS | 0.67% | 500,000 | $2,125,000 | No Change | $4.25 | 13F | |
| AMR | ALPHA METALLURGICAL RESOUR I | 0.41% | 8,000 | $1,313,000 | No Change | $164.13 | 13F | |
| CNR | CORE NATURAL RESOURCES INC | 0.28% | 10,740 | $897,000 | No Change | $83.52 | 13F |