|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
74,775 |
$34M |
10.92% |
-0.3%
|
- |
|
TCAF
|
US |
T ROWE PRC CAP APPRECIATION |
591,037 |
$20M |
6.33% |
3.6%
|
- |
|
ROST
|
US |
ROSS STORES INC |
128,923 |
$20M |
6.28% |
0.3%
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
10,839 |
$19M |
6.03% |
-0.4%
|
- |
|
POST
|
US |
POST HOLDINGS INC |
150,658 |
$17M |
5.56% |
0.6%
|
- |
|
TDG
|
US |
TRANSDIGM GROUP INC |
11,532 |
$15M |
4.71% |
0.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
61,408 |
$13M |
4.34% |
-0.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
69,431 |
$13M |
4.23% |
0.5%
|
- |
|
CEF
|
US |
SPROTT PHYSICAL GOLD AND SIL |
509,138 |
$12M |
3.90% |
-2.6%
|
- |
|
HEI/A
|
US |
HEICO CORP-CLASS A |
61,889 |
$12M |
3.71% |
-2.5%
|
- |
|
SPGI
|
US |
S&P GLOBAL INC |
22,607 |
$11M |
3.63% |
-0.5%
|
- |
|
DHR
|
US |
DANAHER CORP |
34,249 |
$8M |
2.53% |
2.6%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
17,000 |
$6M |
1.88% |
1.9%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
40,097 |
$6M |
1.87% |
0.4%
|
- |
|
MTN
|
US |
VAIL RESORTS INC |
30,725 |
$6M |
1.86% |
5.1%
|
- |
|
BRBR
|
US |
BELLRING BRANDS INC |
73,431 |
$6M |
1.78% |
-0.3%
|
- |
|
AVGO
|
US |
BROADCOM INC |
22,081 |
$5M |
1.65% |
-1.5%
|
- |
|
NOMD
|
US |
NOMAD FOODS LTD |
297,017 |
$5M |
1.61% |
3.2%
|
- |
|
NVR
|
US |
NVR INC |
523 |
$4M |
1.38% |
20.2%
|
- |
|
HD
|
US |
HOME DEPOT INC |
10,270 |
$4M |
1.29% |
1.2%
|
- |