Q3 2024 |
128 |
$213M |
+$11.7M |
-$18.2M |
-$6.43M |
ICE, ELV, GOOG, META, UNH
|
13F-HR |
11/13/2024, 06:00 PM |
Q2 2024 |
103 |
$213M |
+$4.43M |
-$10.7M |
-$6.3M |
ICE, GOOG, ELV, META, CACC
|
13F-HR |
8/13/2024, 06:03 PM |
Q1 2024 |
110 |
$212M |
+$14.5M |
-$2.68M |
+$11.8M |
ICE, ELV, GOOG, CACC, META
|
13F-HR |
5/14/2024, 05:36 PM |
Q4 2023 |
62 |
$185M |
+$2.68M |
-$21.9M |
-$19.2M |
ICE, ELV, GOOG, CACC, UNH
|
13F-HR |
2/13/2024, 05:36 PM |
Q3 2023 |
62 |
$182M |
+$9.7M |
-$11.8M |
-$2.06M |
ICE, ELV, GOOG, CACC, UNH
|
13F-HR |
11/13/2023, 05:46 PM |
Q2 2023 |
61 |
$184M |
+$14.5M |
-$56.6M |
-$42.1M |
ICE, GOOG, CACC, ELV, UNH
|
13F-HR |
8/11/2023, 05:36 PM |
Q1 2023 |
57 |
$208M |
+$8.45M |
-$32.4M |
-$24M |
BLDR, ICE, GOOG, CACC, UNH
|
13F-HR |
5/12/2023, 05:35 PM |
Q4 2022 |
56 |
$202M |
+$6.02M |
-$21.8M |
-$15.8M |
BLDR, ICE, CACC, UNH, ELV
|
13F-HR |
2/13/2023, 04:26 PM |
Q3 2022 |
56 |
$203M |
+$28.9M |
-$18.1M |
+$10.8M |
BLDR, ICE, UNH, META, GOOG
|
13F-HR |
11/14/2022, 10:16 AM |
Q2 2022 |
58 |
$214M |
+$22.1M |
-$25M |
-$2.87M |
BLDR, ICE, META, UNH, GOOG
|
13F-HR |
8/15/2022, 09:52 AM |
Q1 2022 |
59 |
$264M |
+$23.5M |
-$191M |
-$168M |
BLDR, META, UNH, GOOG, ICE
|
13F-HR |
5/13/2022, 06:17 PM |
Q4 2021 |
55 |
$448M |
+$29.4M |
-$7.23M |
+$22.2M |
BRKA, BLDR, META, UNH, GOOG
|
13F-HR |
2/11/2022, 05:59 PM |
Q3 2021 |
48 |
$376M |
+$29.3M |
-$11.3M |
+$18M |
BRKA, BLDR, META, GOOG, UNH
|
13F-HR |
11/12/2021, 06:09 PM |
Q2 2021 |
47 |
$350M |
+$23.1M |
-$7.55M |
+$15.5M |
BRKA, BLDR, META, CACC, STLA
|
13F-HR |
8/13/2021, 06:18 PM |
Q1 2021 |
44 |
$310M |
+$51.4M |
-$19.1M |
+$32.3M |
BRKA, BLDR, STLA, META, CACC
|
13F-HR |
5/14/2021, 06:09 PM |
Q4 2020 |
42 |
$253M |
+$18.7M |
-$3.49M |
+$15.2M |
BRKA, BLDR, FCAU, CACC, META
|
13F-HR |
2/12/2021, 09:51 PM |
Q3 2020 |
42 |
$207M |
+$8.73M |
-$3.22M |
+$5.51M |
BRKA, BLDR, FCAU, META, GOOG
|
13F-HR |
11/13/2020, 05:44 PM |
Q2 2020 |
39 |
$170M |
+$19.6M |
-$5.42M |
+$14.1M |
BRKA, BLDR, FCAU, META, GOOG
|
13F-HR |
8/14/2020, 01:01 PM |
Q1 2020 |
38 |
$141M |
+$4.37M |
-$2.06M |
+$2.31M |
BRKA, BLDR, FCAU, GOOG, BRKB
|
13F-HR |
5/15/2020, 11:28 AM |
Q4 2019 |
40 |
$186M |
$0 |
$0 |
|
BRKA, BLDR, FCAU, GOOG, BRKB
|
13F-HR |
2/14/2020, 10:43 AM |