Reported value
$144.1M
2026 Q2 filing
| Ticker | Company | Weight | Shares | Change |
|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 33.89% | 97,600 | HELD |
| BRK.A | BERKSHIRE HATHAWAY INC-CL A | 15.59% | 30 | HELD |
| AXP | American Express Co | 15.26% | 65,000 | HELD |
| MA | MASTERCARD INC - A | 14.26% | 40,000 | HELD |
| MCO | Moodys Corp | 8.49% | 27,000 | HELD |
| DJCO | DAILY JOURNAL CORP | 4.80% | 11,500 | HELD |
Source: SEC Form 13F filing for the quarter ended Jun 30, 2026, filed Jul 10, 2026. CIK 0001953324. Change labels compare with the fund’s previous quarterly filing. 13F filings cover long positions only.
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