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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FAIRFAX FINL HLDGS LTD F | $31.8M | 18649 | 6.70% |
| 2 | BERKSHIRE HATHAWAY CLASS B | $28.6M | 59707 | 6.03% |
| 3 | MARKEL GROUP INC | $25.7M | 13433 | 5.42% |
| 4 | ALPHABET INC CLASS CLASS C | $18.4M | 64270 | 3.89% |
| 5 | CHARLES SCHWAB CORP | $16.6M | 176250 | 3.49% |
| 6 | FISERV INC | $12.5M | 224501 | 2.64% |
| 7 | APPLE INC | $11.9M | 46960 | 2.51% |
| 8 | PEPSICO INC | $11.8M | 76129 | 2.49% |
| 9 | WELLS FARGO & CO | $11.0M | 137815 | 2.31% |
| 10 | CANNAE HLDGS INC | $10.8M | 954190 | 2.29% |
| 11 | ALIMENTATION COUCHE-TA F CLASS A | $10.3M | 181571 | 2.17% |
| 12 | VIATRIS INC | $9.1M | 674632 | 1.92% |
| 13 | HERSHEY CO | $7.4M | 35547 | 1.56% |
| 14 | MASTERCARD INC CLASS CLASS A | $7.2M | 14496 | 1.53% |
| 15 | DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS | $7.2M | 97075 | 1.52% |
| 16 | CITIGROUP INC | $7.1M | 62384 | 1.49% |
| 17 | AMAZON.COM INC | $7.0M | 33776 | 1.48% |
| 18 | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.0M | 119580 | 1.47% |
| 19 | VISA INC CLASS CLASS A | $6.7M | 22178 | 1.41% |
| 20 | MICROSOFT CORP | $6.5M | 17579 | 1.37% |
| 21 | OCCIDENTAL PETE CORP | $6.4M | 98845 | 1.35% |
| 22 | INVESCO LTD F | $6.1M | 252999 | 1.30% |
| 23 | MARATHON PETE CORP | $5.9M | 24220 | 1.25% |
| 24 | SALESFORCE INC | $5.9M | 31545 | 1.24% |
| 25 | MEDTRONIC PLC F | $5.5M | 63658 | 1.16% |
| 26 | PARAMOUNT SKYDANCE CORP CLASS CLASS B | $5.5M | 606400 | 1.15% |
| 27 | JEFFERIES FINL GROUP INC | $5.1M | 122632 | 1.07% |
| 28 | AFFILIATED MANAGERS GROU | $5.0M | 18192 | 1.06% |
| 29 | PETROLEO BRASILEIRO SA F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $5.0M | 240944 | 1.05% |
| 30 | JACKSON FINL INC CLASS A | $4.9M | 46610 | 1.04% |
| 31 | ALIBABA GROUP HLDG LTD F SPONSORED ADR 1 ADR REPS 8 ORD SHS | $4.8M | 38580 | 1.02% |
| 32 | AMERICAN INTL GROUP INC | $4.7M | 63038 | 1.00% |
| 33 | TARGET CORP EQUITY CLASS EQUITY | $4.7M | 39089 | 1.00% |
| 34 | 3M CO | $4.7M | 32372 | 0.99% |
| 35 | GOLDMAN SACHS GROUP INC | $4.6M | 5427 | 0.97% |
| 36 | CONSTELLATION BRANDS INC CLASS CLASS A | $4.6M | 30453 | 0.96% |
| 37 | DISNEY WALT CO | $4.5M | 46825 | 0.95% |
| 38 | JAZZ PHARMACEUTICALS P F | $4.3M | 22639 | 0.90% |
| 39 | NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.2M | 42802 | 0.89% |
| 40 | HF SINCLAIR CORP | $4.1M | 66166 | 0.87% |
| 41 | META PLATFORMS INC CLASS CLASS A | $3.9M | 6846 | 0.83% |
| 42 | SLB LIMITED F | $3.9M | 74949 | 0.81% |
| 43 | SCHWAB U.S. LARGE-CAP ETF | $3.6M | 141707 | 0.77% |
| 44 | KEURIG DR PEPPER INC | $3.3M | 125420 | 0.70% |
| 45 | BRISTOL MYERS SQUIBB CO | $3.3M | 53711 | 0.69% |
| 46 | ADOBE INC | $3.2M | 13234 | 0.68% |
| 47 | CENTENE CORP DEL | $3.2M | 97055 | 0.67% |
| 48 | KKR & CO INC | $2.9M | 31559 | 0.62% |
| 49 | NVIDIA CORP | $2.9M | 16687 | 0.61% |
| 50 | BANK NEW YORK MELLON COR | $2.8M | 23894 | 0.60% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.