Q2 2024 |
26 |
$272M |
+$18.8M |
-$4.9M |
+$13.9M |
BRKB, GOOG, BLDR, JEF, BAC
|
13F-HR |
8/12/2024, 10:49 AM |
Q1 2024 |
26 |
$266M |
+$4.31M |
-$1.84M |
+$2.47M |
BRKB, BLDR, GOOG, JEF, BAC
|
13F-HR |
5/14/2024, 09:41 AM |
Q4 2023 |
26 |
$231M |
+$18.3M |
-$4.16M |
+$14.1M |
BRKB, BLDR, GOOG, JEF, BAC
|
13F-HR |
2/13/2024, 10:11 AM |
Q3 2023 |
27 |
$191M |
+$21.6M |
$0 |
+$21.6M |
BRKB, GOOG, BLDR, JEF, DVN
|
13F-HR |
11/13/2023, 09:30 AM |
Q2 2023 |
26 |
$167M |
+$4.01M |
-$9.65M |
-$5.65M |
BRKB, BLDR, GOOG, JEF, LENB
|
13F-HR |
8/11/2023, 09:44 AM |
Q1 2023 |
27 |
$155M |
+$6.82M |
-$9.17M |
-$2.35M |
BRKB, GOOG, BLDR, JEF, LENB
|
13F-HR |
5/11/2023, 05:23 PM |
Q4 2022 |
27 |
$149M |
+$4.45M |
-$6.35M |
-$1.9M |
BRKB, JEF, GOOG, BLDR, DVN
|
13F-HR |
2/13/2023, 11:28 AM |
Q3 2022 |
27 |
$138M |
+$20.7M |
-$93.8K |
+$20.6M |
BRKB, GOOG, JEF, BLDR, STOR
|
13F-HR |
11/9/2022, 11:12 AM |
Q2 2022 |
26 |
$136M |
+$9.94M |
-$14.7M |
-$4.73M |
BRKB, GOOG, JEF, BLDR, STOR
|
13F-HR |
8/12/2022, 12:17 PM |
Q1 2022 |
26 |
$167M |
+$7.08M |
-$7.54M |
-$457K |
BRKB, GOOG, JEF, BLDR, Y
|
13F-HR |
5/13/2022, 01:35 PM |
Q4 2021 |
26 |
$171M |
+$3.28M |
-$4.45M |
-$1.16M |
BRKB, GOOG, JEF, BLDR, LENB
|
13F-HR |
2/14/2022, 09:21 AM |
Q3 2021 |
25 |
$154M |
+$5.03M |
-$4.21M |
+$821K |
BRKB, GOOG, JEF, BLDR, GOLD
|
13F-HR |
11/15/2021, 08:40 AM |
Q2 2021 |
26 |
$150M |
+$8.09M |
-$3.71M |
+$4.38M |
BRKB, GOOG, JEF, GOLD, DVN
|
13F-HR |
8/13/2021, 11:53 AM |
Q1 2021 |
24 |
$133M |
+$13.8M |
-$12.6M |
+$1.23M |
BRKB, GOOG, JEF, GOLD, BLDR
|
13F-HR |
5/14/2021, 08:57 AM |
Q4 2020 |
24 |
$120M |
+$1.68M |
-$8.41M |
-$6.74M |
BRKB, GOOG, JEF, GOLD, BLDR
|
13F-HR |
2/12/2021, 09:26 AM |
Q3 2020 |
23 |
$109M |
+$4.75M |
-$2.44M |
+$2.31M |
BRKB, GOLD, GOOG, JEF, BLDR
|
13F-HR |
11/13/2020, 12:03 PM |
Q2 2020 |
22 |
$96.1M |
+$3.33M |
-$16.3M |
-$12.9M |
BRKB, GOLD, GOOG, JEF, WPX
|
13F-HR |
8/13/2020, 12:39 PM |
Q1 2020 |
26 |
$90.9M |
+$17M |
-$9.32M |
+$7.67M |
BRKB, GOLD, GOOG, JEF, Y
|
13F-HR |
5/13/2020, 01:27 PM |
Q4 2019 |
22 |
$125M |
+$3.28M |
-$18.3M |
-$15M |
GOLD, GOOG, BRKB, WPX, JEF
|
13F-HR |
2/12/2020, 02:05 PM |
Q3 2019 |
23 |
$127M |
+$6.27M |
-$3.92M |
+$2.35M |
GOLD, BRKB, GOOG, JEF, WPX
|
13F-HR |
11/14/2019, 09:01 AM |
Q2 2019 |
22 |
$124M |
+$911K |
-$4.16M |
-$3.24M |
GOLD, BRKB, JEF, GOOG, WPX
|
13F-HR |
8/13/2019, 11:55 AM |
Q1 2019 |
23 |
$123M |
+$2.11M |
-$14.6M |
-$12.5M |
GOLD, GOOG, BRKB, WPX, JEF
|
13F-HR |
5/14/2019, 12:45 PM |
Q4 2018 |
24 |
$127M |
+$13.1M |
-$7.85M |
+$5.26M |
GOLD, BRKB, GOOG, WPX, JEF
|
13F-HR |
2/14/2019, 08:15 AM |
Q3 2018 |
22 |
$142M |
+$11.3M |
-$24.8M |
-$13.6M |
WPX, GOLD, GOOG, BRKB, JEF
|
13F-HR |
11/13/2018, 09:25 AM |
Q2 2018 |
21 |
$151M |
+$23.4M |
-$28.3M |
-$4.82M |
WPX, GOLD, GOOG, JEF, BRKB
|
13F-HR |
8/13/2018, 10:41 AM |
Q1 2018 |
22 |
$153M |
+$2.13M |
-$44.8M |
-$42.7M |
WPX, GOLD, GOOG, LUK, BRKB
|
13F-HR |
5/11/2018, 02:34 PM |
Q4 2017 |
21 |
$204M |
+$2.34M |
-$12.5M |
-$10.2M |
WPX, GOLD, GOOG, FHI, LUK
|
13F-HR |
2/13/2018, 10:59 AM |
Q3 2017 |
22 |
$198M |
+$7.34M |
-$21.6M |
-$14.2M |
WPX, GOLD, GOOG, HPQ, LUK
|
13F-HR |
11/13/2017, 01:49 PM |
Q2 2017 |
20 |
$200M |
+$4.76M |
-$15.5M |
-$10.8M |
GOLD, WPX, LUK, GOOG, FHI
|
13F-HR |
8/10/2017, 02:55 PM |
Q1 2017 |
20 |
$223M |
+$7.73M |
-$36.6M |
-$28.9M |
GOLD, WPX, LUK, GOOG, SPB
|
13F-HR |
5/11/2017, 01:26 PM |
Q4 2016 |
21 |
$247M |
+$56.5K |
-$59.7M |
-$59.7M |
WPX, GOLD, LUK, WTM, GOOG
|
13F-HR |
2/10/2017, 04:43 PM |
Q3 2016 |
23 |
$299M |
+$2.4M |
-$15.4M |
-$13M |
WPX, GOLD, WTM, LUK, HPQ
|
13F-HR |
11/14/2016, 10:43 AM |
Q2 2016 |
22 |
$290M |
+$3.24M |
-$16.5M |
-$13.3M |
GOLD, WPX, WTM, SPB, LUK
|
13F-HR |
8/11/2016, 01:13 PM |
Q1 2016 |
24 |
$281M |
+$18M |
-$10.1M |
+$7.97M |
GOLD, WPX, WAC, WTM, SPLS
|
13F-HR |
5/12/2016, 10:23 AM |
Q4 2015 |
25 |
$257M |
+$53.7M |
-$47.9M |
+$5.81M |
WAC, GOLD, WPX, WTM, SPB
|
13F-HR |
2/12/2016, 05:18 PM |
Q3 2015 |
23 |
$258M |
+$28.7M |
-$25.4M |
+$3.31M |
WAC, WPX, GOLD, HPQ, WTM
|
13F-HR |
11/13/2015, 12:22 PM |
Q2 2015 |
24 |
$314M |
+$4.99M |
-$30.7M |
-$25.7M |
WAC, WPX, GOLD, HPQ, SPLS
|
13F-HR |
8/12/2015, 09:45 AM |
Q1 2015 |
25 |
$326M |
+$8.89M |
-$66.3M |
-$57.5M |
WAC, WPX, GOLD, SPLS, HPQ
|
13F-HR |
5/14/2015, 11:24 AM |
Q4 2014 |
25 |
$407M |
+$55.8M |
-$109M |
-$52.7M |
HPQ, WAC, WPX, SPLS, GOLD
|
13F-HR |
2/11/2015, 01:51 PM |
Q3 2014 |
26 |
$488M |
+$23.1M |
-$62M |
-$38.9M |
HPQ, WAC, MSFT, WPX, GOLD
|
13F-HR |
11/13/2014, 02:39 PM |
Q2 2014 |
24 |
$559M |
+$34.4M |
-$12.2M |
+$22.2M |
HPQ, WAC, MSFT, SPB, WPX
|
13F-HR |
8/13/2014, 05:15 PM |
Q1 2014 |
25 |
$533M |
+$67M |
-$31.7M |
+$35.3M |
HPQ, WAC, MSFT, SPB, LUK
|
13F-HR |
5/13/2014, 02:33 PM |
Q4 2013 |
26 |
$486M |
$0 |
$0 |
|
HPQ, SPB, WAC, MSFT, LUK
|
13F-HR |
2/12/2014, 12:23 PM |