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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $16.9M | 58870 | 16.29% |
| 2 | AMAZON COM INC | $16.4M | 78747 | 15.78% |
| 3 | MARKEL GROUP INC | $13.5M | 7032 | 12.95% |
| 4 | VISA INC | $10.3M | 34000 | 9.89% |
| 5 | BERKSHIRE HATHAWAY INC | $9.8M | 20376 | 9.40% |
| 6 | NVR INC | $8.9M | 1354 | 8.59% |
| 7 | MICROSOFT CORP | $7.6M | 20500 | 7.30% |
| 8 | NETFLIX INC | $7.0M | 72680 | 6.73% |
| 9 | BOOKING HOLDINGS INC | $5.3M | 1247 | 5.05% |
| 10 | MASTERCARD INCORPORATED | $4.7M | 9404 | 4.52% |
| 11 | FLOOR & DECOR HLDGS INC | $3.1M | 60200 | 2.94% |
| 12 | ALPHABET INC | $574K | 2000 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.