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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 52 | $2.95B | +$82.3M | -$152M | -$69.9M | BRKB, META, HEIA, AME, GOOG | Restatement | 11/17/2025, 09:16 AM |
| Q2 2025 | 55 | $2.92B | +$165M | -$110M | +$55M | BRKB, META, HEIA, AME, SCHW | 13F-HR | 8/13/2025, 10:10 AM |
| Q1 2025 | 54 | $2.71B | +$65.3M | -$63.4M | +$1.89M | BRKB, META, AME, HEIA, PGR | Restatement | 8/12/2025, 10:27 AM |
| Q4 2024 | 62 | $2.74B | +$157M | -$65.4M | +$92M | BRKB, META, AME, HEIA, KMX | Restatement | 8/12/2025, 10:18 AM |
| Q3 2024 | 52 | $2.63B | +$109M | -$13.4M | +$95.5M | BRKB, META, AME, HEIA, PGR | 13F-HR | 11/13/2024, 03:47 PM |
| Q2 2024 | 50 | $2.37B | +$92.4M | -$70.4M | +$22M | BRKB, AME, META, HEIA, GOOG | 13F-HR | 8/14/2024, 02:51 PM |
| Q1 2024 | 2 | $3.89M | $0 | $0 | SPY, DFH | New Holdings | 8/20/2024, 04:08 PM | |
| Q1 2024 | 51 | $2.46B | +$182M | -$104M | +$78.3M | BRKB, AME, META, KMX, MKL | 13F-HR | 5/13/2024, 10:48 AM |
| Q4 2023 | 1 | $1.14M | $0 | $0 | DFH | New Holdings | 8/23/2024, 02:00 PM | |
| Q4 2023 | 58 | $2.13B | +$106M | -$78.5M | +$27.3M | BRKB, AME, FIVE, KMX, MKL | 13F-HR | 2/9/2024, 11:39 AM |
| Q3 2023 | 59 | $1.84B | +$56.4M | -$16.9M | +$39.5M | BRKB, AME, MKL, GOOG, KMX | Restatement | 1/25/2024, 03:59 PM |
| Q2 2023 | 59 | $1.9B | +$116M | -$27.6M | +$87.9M | BRKB, AME, KMX, FIVE, MKL | 13F-HR | 8/7/2023, 05:07 PM |
| Q1 2023 | 60 | $1.66B | +$38.6M | -$90.5M | -$51.9M | BRKB, FIVE, AME, MKL, KMX | 13F-HR | 5/12/2023, 10:11 AM |
| Q4 2022 | 66 | $1.62B | +$70.3M | -$56M | +$14.3M | BRKB, AME, FIVE, MKL, SCHW | Restatement | 5/17/2023, 09:40 AM |
| Q3 2022 | 63 | $1.48B | +$177M | -$60.5M | +$117M | BRKB, AME, MKL, SCHW, GOOG | 13F-HR | 11/14/2022, 11:03 AM |
| Q2 2022 | 63 | $1.52B | +$83.6M | -$22.3M | +$61.3M | BRKB, KMX, MKL, GOOG, AME | 13F-HR | 8/12/2022, 08:21 AM |
| Q1 2022 | 63 | $1.67B | +$88.2M | -$58.2M | +$30M | BRKB, GOOG, MKL, KMX, AME | 13F-HR | 5/12/2022, 11:57 AM |
| Q4 2021 | 64 | $1.87B | +$182M | -$121M | +$61M | BRKB, KMX, AME, GOOG, SCHW | 13F-HR | 2/11/2022, 01:54 PM |
| Q3 2021 | 59 | $1.68B | $0 | $0 | BRKB, KMX, GOOG, AME, MKL | New Holdings | 11/15/2021, 04:20 PM | |
| Q3 2021 | 59 | $1.68B | +$73.9M | -$6.33M | +$67.6M | BRKB, KMX, GOOG, AME, MKL | 13F-HR | 11/12/2021, 04:39 PM |
| Q2 2021 | 57 | $1.64B | +$68.8M | -$2.8M | +$66M | BRKB, KMX, AME, GOOG, MKL | 13F-HR | 8/13/2021, 11:48 AM |
| Q1 2021 | 53 | $1.5B | +$51.3M | -$16.1M | +$35.3M | BRKB, KMX, AME, MKL, GOOG | 13F-HR | 5/17/2021, 12:25 PM |
| Q4 2020 | 53 | $1.3B | +$58.5M | -$20.6M | +$37.9M | BRKB, KMX, AME, V, GOOG | 13F-HR | 2/16/2021, 01:16 PM |
| Q3 2020 | 54 | $1.09B | +$16.3M | -$42.5M | -$26.3M | BRKB, KMX, AME, V, PGR | 13F-HR | 11/13/2020, 03:47 PM |
| Q2 2020 | 49 | $1.01B | +$101M | -$12.3M | +$88.5M | BRKB, KMX, AME, V, GOOG | 13F-HR | 8/7/2020, 06:04 PM |
| Q1 2020 | 41 | $785M | +$53.5M | -$108M | -$54.5M | BRKB, KMX, AME, V, PGR | 13F-HR | 5/15/2020, 11:12 AM |
| Q4 2019 | 39 | $1.11B | +$44.3M | -$15.6M | +$28.7M | BRKB, KMX, AME, V, NVR | 13F-HR | 2/7/2020, 05:08 PM |
| Q3 2019 | 39 | $1B | +$30.5M | -$20.6M | +$9.89M | BRKB, KMX, AME, NVR, V | 13F-HR | 11/14/2019, 11:55 AM |
| Q2 2019 | 39 | $990M | +$57.2M | -$20.5M | +$36.7M | BRKB, KMX, AME, V, HEIA | 13F-HR | 8/13/2019, 04:37 PM |
| Q1 2019 | 39 | $872M | +$69.8M | -$38.4M | +$31.4M | BRKB, KMX, AME, V, GOOG | 13F-HR | 5/14/2019, 05:20 PM |
| Q4 2018 | 35 | $759M | +$68.4M | -$88.3M | -$20M | BRKB, KMX, AME, V, MKL | 13F-HR | 2/13/2019, 02:52 PM |
| Q3 2018 | 36 | $883M | +$109M | -$42.5M | +$66.3M | BRKB, KMX, AME, OZRK, V | 13F-HR | 11/13/2018, 12:04 PM |
| Q2 2018 | 36 | $767M | +$62.4M | -$40.5M | +$21.9M | BRKB, KMX, OZRK, AME, V | Restatement | 8/13/2018, 06:15 PM |
| Q1 2018 | 35 | $747M | +$27M | -$90.9K | +$26.9M | BRKB, KMX, OZRK, AME, V | 13F-HR | 5/11/2018, 08:53 AM |
| Q4 2017 | 35 | $729M | +$49.9M | -$40.2M | +$9.79M | BRKB, KMX, OZRK, AME, V | 13F-HR | 2/13/2018, 07:43 AM |
| Q3 2017 | 31 | $684M | +$23.5M | $0 | +$23.5M | BRKB, KMX, OZRK, AME, LKQ | 13F-HR | 11/13/2017, 07:57 AM |
| Q2 2017 | 27 | $619M | +$35.9M | -$27.3M | +$8.56M | BRKB, KMX, OZRK, AME, DIS | 13F-HR | 8/4/2017, 09:33 AM |
| Q1 2017 | 26 | $602M | +$22.8M | -$28.3M | -$5.59M | BRKB, OZRK, KMX, DIS, AME | 13F-HR | 5/11/2017, 08:28 AM |
| Q4 2016 | 26 | $591M | +$6.33M | -$3.25M | +$3.08M | BRKB, OZRK, KMX, DIS, LKQ | 13F-HR | 2/10/2017, 10:35 AM |
| Q3 2016 | 26 | $537M | +$31.3M | -$20.5M | +$10.8M | BRKB, LKQ, KMX, OZRK, DIS | 13F-HR | 11/8/2016, 08:38 AM |
| Q2 2016 | 25 | $515M | +$21M | -$5.86M | +$15.2M | BRKB, OZRK, KMX, LKQ, DIS | 13F-HR | 8/11/2016, 09:58 AM |
| Q1 2016 | 24 | $509M | +$60.2M | -$49.9M | +$10.3M | BRKB, OZRK, KMX, LKQ, AME | 13F-HR | 5/11/2016, 01:55 PM |
| Q4 2015 | 25 | $502M | +$18.4M | -$11.3M | +$7.15M | BRKB, OZRK, DIS, KMX, LKQ | 13F-HR | 2/11/2016, 02:03 PM |
| Q3 2015 | 26 | $497M | +$45.2M | -$22M | +$23.1M | BRKB, OZRK, KMX, DIS, LKQ | 13F-HR | 11/12/2015, 10:48 AM |
| Q2 2015 | 26 | $500M | +$39.4M | -$8.26M | +$31.2M | BRKB, OZRK, DIS, WFC, KMX | 13F-HR | 8/12/2015, 09:51 AM |
| Q1 2015 | 24 | $457M | $0 | $0 | BRKB, KMX, DIS, WFC, OZRK | 13F-HR | 5/12/2015, 03:57 PM |