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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PROGRESSIVE CORP | $174.6M | 880863 | 11.95% |
| 2 | REGENERON PHARMACEUTICALS | $159.1M | 205871 | 10.88% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $145.5M | 303705 | 9.96% |
| 4 | BROOKFIELD CORP | $107.0M | 2642836 | 7.32% |
| 5 | AMAZON COM INC | $104.8M | 503120 | 7.17% |
| 6 | NETFLIX INC. | $104.4M | 1085346 | 7.14% |
| 7 | MARTIN MARIETTA MATLS INC | $88.3M | 149912 | 6.04% |
| 8 | JPMORGAN CHASE & CO | $78.9M | 268256 | 5.40% |
| 9 | ECOLAB INC | $77.7M | 292116 | 5.32% |
| 10 | PAYCHEX INC | $77.3M | 839205 | 5.29% |
| 11 | ALPHABET INC | $70.8M | 246102 | 4.84% |
| 12 | COPART INC | $56.7M | 1708574 | 3.88% |
| 13 | UNION PAC CORP | $55.9M | 230249 | 3.82% |
| 14 | WELLS FARGO & CO | $55.0M | 690614 | 3.76% |
| 15 | NIKE INC | $42.4M | 803021 | 2.90% |
| 16 | FACTSET RESH SYS INC | $40.8M | 188141 | 2.79% |
| 17 | BROOKFIELD ASSET MANAGMT LTD | $15.1M | 339035 | 1.03% |
| 18 | FASTENAL CO | $5.1M | 109280 | 0.35% |
| 19 | EXPEDITORS INTL WASH INC | $1.3M | 8860 | 0.09% |
| 20 | ALPHABET INC | $610K | 2125 | 0.04% |
| 21 | INVESCO EXCHANGE TRADED FD T | $229K | 1195 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.