Q3 2023 |
25 |
$55.7M |
+$25M |
-$32.6M |
-$7.66M |
LSXMA, ABG, ACGL, LSXMK, GOOG
|
13F-HR |
11/14/2023, 10:34 AM |
Q2 2023 |
23 |
$63.4M |
+$24.8M |
-$14.5M |
+$10.3M |
ABG, LSXMK, BATRK, LSXMA, ACGL
|
13F-HR |
8/14/2023, 10:53 AM |
Q1 2023 |
21 |
$50.2M |
+$14.1M |
-$16.6M |
-$2.44M |
LSXMK, BATRK, BAM, ABG, USB
|
13F-HR |
5/15/2023, 10:34 AM |
Q4 2022 |
19 |
$53.8M |
+$21.2M |
-$11.7M |
+$9.48M |
V, LSXMK, SCHW, BATRK, LSXMA
|
13F-HR |
2/14/2023, 10:37 AM |
Q3 2022 |
14 |
$39.3M |
+$7.5M |
-$31.6M |
-$24.1M |
LSXMK, SCHW, BATRK, LSXMA, WTW
|
13F-HR |
11/14/2022, 11:13 AM |
Q2 2022 |
19 |
$63.9M |
+$19.7M |
-$24.1M |
-$4.34M |
LSXMK, ACGL, V, BAM, WTW
|
13F-HR |
8/15/2022, 10:37 AM |
Q1 2022 |
20 |
$77.3M |
+$10.6M |
-$49M |
-$38.4M |
ACGL, LSXMK, WTW, V, BAM
|
13F-HR |
5/16/2022, 10:41 AM |
Q4 2021 |
21 |
$119M |
+$14.9M |
-$22.9M |
-$7.97M |
LSXMK, ACGL, WTW, LBRDA, BAM
|
13F-HR |
2/14/2022, 10:31 AM |
Q3 2021 |
22 |
$123M |
+$26.2M |
-$29.7M |
-$3.47M |
LSXMK, WTW, ACGL, FI, WFC
|
13F-HR |
11/15/2021, 10:58 AM |
Q2 2021 |
27 |
$126M |
+$30.4M |
-$22M |
+$8.4M |
LSXMK, ACGL, WFC, CHTR, TV
|
13F-HR |
8/16/2021, 10:07 AM |
Q1 2021 |
23 |
$109M |
+$21.4M |
-$25.5M |
-$4.06M |
LSXMK, WFC, ACGL, AAT, CHTR
|
13F-HR |
5/17/2021, 10:04 AM |
Q4 2020 |
20 |
$104M |
+$19.9M |
-$11.4M |
+$8.59M |
LSXMK, ACGL, WFC, V, AON
|
13F-HR |
2/16/2021, 10:37 AM |
Q3 2020 |
21 |
$81.9M |
+$12.7M |
-$13.1M |
-$325K |
LSXMK, AON, V, ACGL, PGR
|
13F-HR |
11/16/2020, 10:18 AM |
Q2 2020 |
20 |
$77.4M |
+$32.1M |
-$41.1M |
-$9M |
LSXMK, AON, V, ACGL, PGR
|
13F-HR |
8/14/2020, 10:30 AM |
Q1 2020 |
25 |
$78.1M |
+$47.2M |
-$47M |
+$221K |
LSXMK, PGR, AXP, TV, ACN
|
13F-HR |
5/15/2020, 10:26 AM |
Q4 2019 |
18 |
$98.2M |
+$18M |
-$52.8M |
-$34.8M |
LSXMK, GOOG, BRKB, PGR, DAL
|
13F-HR |
2/14/2020, 10:32 AM |
Q3 2019 |
19 |
$125M |
+$36.3M |
-$33M |
+$3.32M |
LSXMK, DAL, PGR, GOOG, LBTYK
|
13F-HR |
11/14/2019, 10:33 AM |
Q2 2019 |
18 |
$126M |
+$31.5M |
-$26M |
+$5.47M |
LSXMK, DAL, PGR, FOX, PCG
|
13F-HR |
8/14/2019, 10:39 AM |
Q1 2019 |
19 |
$116M |
+$38.9M |
-$36.9M |
+$1.99M |
LSXMK, SCHW, PGR, DIS, WFC
|
13F-HR |
5/15/2019, 10:32 AM |
Q4 2018 |
17 |
$106M |
+$45.5M |
-$50.6M |
-$5.03M |
LSXMK, FOX, KAR, SCHW, BLK
|
13F-HR |
2/13/2019, 02:12 PM |
Q3 2018 |
15 |
$119M |
+$23.6M |
-$22.5M |
+$1.09M |
LSXMK, FOX, ORLY, LBRDK, ENR
|
13F-HR |
11/14/2018, 10:51 AM |
Q2 2018 |
15 |
$114M |
+$14.1M |
-$29.6M |
-$15.5M |
FOX, LSXMK, ORLY, ENR, LBRDK
|
13F-HR |
8/14/2018, 10:40 AM |
Q1 2018 |
15 |
$121M |
+$41.1M |
-$34.6M |
+$6.43M |
LSXMK, FOX, ORLY, HRG, ENR
|
13F-HR |
5/14/2018, 12:39 PM |
Q4 2017 |
14 |
$114M |
+$34M |
-$23.1M |
+$10.8M |
HRG, LSXMK, FOX, ORLY, CLGX
|
13F-HR |
2/13/2018, 11:45 AM |
Q3 2017 |
18 |
$102M |
+$25.1M |
-$14.7M |
+$10.4M |
LSXMK, LBRDK, FWONK, CLGX, ORLY
|
13F-HR |
11/14/2017, 11:34 AM |
Q2 2017 |
16 |
$89M |
+$13.9M |
-$9.69M |
+$4.22M |
LSXMK, HRG, LBRDK, FWONK, CLGX
|
13F-HR |
8/14/2017, 12:00 PM |
Q1 2017 |
15 |
$82.8M |
+$9.64M |
-$17.5M |
-$7.85M |
LBRDK, HRG, LSXMK, FWONK, GOOG
|
13F-HR |
5/12/2017, 12:44 PM |
Q4 2016 |
16 |
$84.7M |
$0 |
$0 |
|
LBRDK, HRG, FWONK, AXP, LSXMK
|
13F-HR |
2/13/2017, 01:34 PM |