| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Markel Group | 0.06% | 27,500 | HELD |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 2 insiders ($4.5M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
0 House members reported buying (0 purchases vs 1 sales).
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· Dividend Growth — Dividends raised for more than 10 years
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Earnings Stability — Small earnings swings and almost no loss years
Key figures
· Buffett — Latest ROE: 11.9% · Years ROE ≥15% (of 10): 8 · 10-yr avg ROE: 26.5% · Latest net income: $605.0M
· Growth — Latest revenue: $12.5B · 5-yr revenue CAGR: 5.9% · Straight growth years: 9
· Dividend Growth — Dividend per share: 5.43 · Dividend yield: 2.0% · Straight dividend years: 14 · 10-yr dividend growth: 158.6%
· Cash Flow (FCF) — Latest FCF: $794.0M · FCF yield: 7.5% · Positive FCF years: 3
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.37 · Operating cash flow: $1.2B · Net income: $605.0M
· Earnings Stability — Earnings variation (CV): 0.16 · Loss years (of 10): 0 · Latest net income: $605.0M
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2025 Q1, ranked #37 of 50.
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