$416Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.00 | 8.00 | 1,372 | UNCHANGED | 0.00 | |
ADSK | AUTODESK INC | 5.97 | 95,630 | 24,904,000 | REDUCED | -3.04 | |
AMZN | AMAZON.COM INC | 6.27 | 144,969 | 26,149,500 | ADDED | 29.52 | |
BUD | ANHEUSER BUSCH INBEV SA/NV | 6.12 | 419,554 | 25,500,500 | ADDED | 15.98 | |
CHTR | CHARTER COMMUNICATIONS INC N | 7.50 | 107,548 | 31,256,700 | REDUCED | -1.5 | |
COST | COSTCO WHSL CORP NEW | 0.07 | 380 | 278,399 | UNCHANGED | 0.00 | |
FRPH | FRP HLDGS INC | 0.00 | 100 | 6,140 | UNCHANGED | 0.00 | |
GOGO | GOGO INC | 5.14 | 2,438,110 | 21,406,600 | ADDED | 50.4 | |
LRCX | LAM RESEARCH CORP | 6.03 | 25,868 | 25,133,000 | REDUCED | -30.74 | |
LSTR | LANDSTAR SYS INC | 0.06 | 1,300 | 250,588 | UNCHANGED | 0.00 | |
MAR | MARRIOTT INTL INC NEW | 15.23 | 251,576 | 63,475,200 | REDUCED | -3.01 | |
MKL | MARKEL GROUP INC | 10.34 | 28,332 | 43,106,600 | REDUCED | -1.98 | |
MSFT | MICROSOFT CORP | 10.47 | 103,708 | 43,632,100 | REDUCED | -26.44 | |
PGR | PROGRESSIVE CORP | 16.32 | 328,894 | 68,021,800 | REDUCED | -18.66 | |
ROP | ROPER TECHNOLOGIES INC | 3.32 | 24,652 | 13,826,000 | REDUCED | -3.78 | |
SPY | SPDR S&P 500 ETF TR | 0.00 | 14.00 | 7,323 | NEW | ||
WBD | WARNER BROS DISCOVERY INC | 7.17 | 3,421,710 | 29,871,500 | ADDED | 19.14 | |
BERKSHIRE HATHAWAY INC DEL | 0.01 | 100 | 42,052 | UNCHANGED | 0.00 |