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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $84.7M | 176800 | 10.03% |
| 2 | ALPHABET INC | $80.5M | 280000 | 9.53% |
| 3 | APPLE INC | $64.0M | 252000 | 7.57% |
| 4 | AMAZON COM INC | $50.0M | 240000 | 5.92% |
| 5 | STATE STR SPDR S&P 500 ETF T | $45.5M | 70000 | 5.39% |
| 6 | MICROSOFT CORP | $37.8M | 102000 | 4.47% |
| 7 | MASTERCARD INCORPORATED | $33.2M | 66500 | 3.93% |
| 8 | VISA INC | $29.9M | 99000 | 3.54% |
| 9 | LOWES COS INC | $28.4M | 120000 | 3.36% |
| 10 | META PLATFORMS INC | $27.5M | 48000 | 3.25% |
| 11 | NVR INC | $24.8M | 3766 | 2.94% |
| 12 | JPMORGAN CHASE & CO | $23.5M | 80000 | 2.78% |
| 13 | BLACKSTONE INC | $21.8M | 190000 | 2.59% |
| 14 | NETFLIX INC. | $20.2M | 210500 | 2.40% |
| 15 | TRANSDIGM GROUP INC | $20.1M | 17300 | 2.37% |
| 16 | RTX CORPORATION | $19.5M | 101000 | 2.31% |
| 17 | UNION PAC CORP | $18.2M | 75000 | 2.15% |
| 18 | HILTON WORLDWIDE HLDGS INC | $15.4M | 50800 | 1.83% |
| 19 | LOCKHEED MARTIN CORP | $15.1M | 25000 | 1.79% |
| 20 | PALANTIR TECHNOLOGIES INC | $14.6M | 100000 | 1.73% |
| 21 | LIVE NATION ENTERTAINMENT IN | $13.1M | 86000 | 1.55% |
| 22 | UBER TECHNOLOGIES INC | $12.9M | 179600 | 1.53% |
| 23 | NVIDIA CORPORATION | $12.6M | 72000 | 1.49% |
| 24 | BOEING CO | $11.9M | 60000 | 1.41% |
| 25 | HYATT HOTELS CORP | $11.8M | 82000 | 1.40% |
| 26 | EQUINIX INC | $11.8M | 12000 | 1.39% |
| 27 | BECTON DICKINSON & CO | $11.2M | 71000 | 1.32% |
| 28 | CLOUDFLARE INC | $10.3M | 50000 | 1.22% |
| 29 | QXO INC | $10.1M | 520000 | 1.19% |
| 30 | NISOURCE INC | $9.8M | 210000 | 1.16% |
| 31 | GE VERNOVA INC | $9.6M | 11000 | 1.14% |
| 32 | ELI LILLY & CO | $8.3M | 9000 | 0.98% |
| 33 | ADVANCED DRAIN SYS INC DEL | $8.1M | 59000 | 0.96% |
| 34 | SERVICENOW INC | $6.3M | 60000 | 0.74% |
| 35 | BROOKFIELD CORP | $5.5M | 135000 | 0.65% |
| 36 | UNITED AIRLS HLDGS INC | $4.8M | 52000 | 0.57% |
| 37 | BOOKING HOLDINGS INC | $4.2M | 1000 | 0.50% |
| 38 | COUPANG INC | $4.2M | 220000 | 0.49% |
| 39 | GPGI INC | $3.9M | 230000 | 0.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.