Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BERKSHIRE HATHAWAY INC DEL | 304,563 | 293,581 | -10,982 | 138,052 | 156,355 | 20.02% | +18,303 |
| GRAHAM HLDGS CO(GHC) | 165,278 | 164,789 | -489 | 144,109 | 158,339 | 20.27% | +14,230 |
| SEABOARD CORP DEL(SEB) | 0 | 4,327 | +4,327 | 0 | 11,670 | 1.49% | +11,670 |
| MOLSON COORS BEVERAGE CO(TAP) | 221,718 | 359,988 | +138,270 | 12,709 | 21,912 | 2.81% | +9,204 |
| REPUBLIC SVCS INC(RSG) | 94,906 | 93,297 | -1,609 | 19,093 | 22,593 | 2.89% | +3,500 |
| JOHNSON & JOHNSON(JNJ) | 133,340 | 137,025 | +3,685 | 19,284 | 22,724 | 2.91% | +3,441 |
| MOHAWK INDS INC(MHK) | 58,982 | 87,195 | +28,213 | 7,027 | 9,956 | 1.27% | +2,929 |
| LOEWS CORP(L) | 269,504 | 267,432 | -2,072 | 22,824 | 24,580 | 3.15% | +1,755 |
| BERKSHIRE HATHAWAY INC DEL | 14 | 14 | 0 | 9,533 | 11,178 | 1.43% | +1,645 |
| SUNRISE COMMUNICATIONS AG | 441,313 | 421,200 | -20,113 | 19,012 | 20,340 | 2.60% | +1,328 |
| LIBERTY BROADBAND CORP(LBRDA) | 103,912 | 100,648 | -3,264 | 7,768 | 8,560 | 1.10% | +792 |
| UNILEVER PLC(UL) | 286,379 | 285,180 | -1,199 | 16,238 | 16,982 | 2.17% | +745 |
| APPLE INC(AAPL) | 12,309 | 16,877 | +4,568 | 3,082 | 3,749 | 0.48% | +666 |
| COCA COLA CO(KO) | 78,100 | 73,475 | -4,625 | 4,863 | 5,262 | 0.67% | +400 |
| VANGUARD INDEX FDS | 0 | 911 | +911 | 0 | 236 | 0.03% | +236 |
| KIMBERLY-CLARK CORP(KMB) | 0 | 1,550 | +1,550 | 0 | 220 | 0.03% | +220 |
| ALTRIA GROUP INC(MO) | 0 | 3,650 | +3,650 | 0 | 219 | 0.03% | +219 |
| SYSCO CORP(SYY) | 0 | 2,830 | +2,830 | 0 | 212 | 0.03% | +212 |
| ISHARES TR | 0 | 368 | +368 | 0 | 207 | 0.03% | +207 |
| AMGEN INC(AMGN) | 0 | 644 | +644 | 0 | 201 | 0.03% | +201 |
| POST HLDGS INC(POST) | 129,346 | 128,911 | -435 | 14,805 | 15,000 | 1.92% | +195 |
| MONDELEZ INTL INC(MDLZ) | 37,081 | 35,502 | -1,579 | 2,215 | 2,409 | 0.31% | +194 |
| CHEVRON CORP NEW(CVX) | 8,229 | 8,229 | 0 | 1,192 | 1,377 | 0.18% | +185 |
| SPDR S&P 500 ETF TR(SPY) | 2,938 | 3,353 | +415 | 1,722 | 1,876 | 0.24% | +154 |
| VANGUARD TAX-MANAGED FDS | 4,500 | 6,928 | +2,428 | 215 | 352 | 0.05% | +137 |
| PHILIP MORRIS INTL INC(PM) | 3,904 | 3,811 | -93 | 470 | 605 | 0.08% | +135 |
| VISA INC(V) | 3,647 | 3,647 | 0 | 1,153 | 1,278 | 0.16% | +126 |
| EXXON MOBIL CORP | 9,616 | 9,636 | +20 | 1,034 | 1,146 | 0.15% | +112 |
| VODAFONE GROUP PLC NEW(VOD) | 13,500 | 20,000 | +6,500 | 115 | 187 | 0.02% | +73 |
| MARSH & MCLENNAN COS INC(MRSH) | 1,960 | 1,960 | 0 | 416 | 478 | 0.06% | +62 |
| ABBVIE INC(ABBV) | 1,786 | 1,789 | +3 | 317 | 375 | 0.05% | +57 |
| PEPSICO INC(PEP) | 2,531 | 2,931 | +400 | 385 | 439 | 0.06% | +55 |
| MASTERCARD INCORPORATED(MA) | 2,528 | 2,528 | 0 | 1,331 | 1,386 | 0.18% | +54 |
| PROGRESSIVE CORP(PGR) | 1,240 | 1,240 | 0 | 297 | 351 | 0.04% | +54 |
| LIBERTY BROADBAND CORP(LBRDA) | 4,630 | 4,630 | 0 | 344 | 394 | 0.05% | +49 |
| KRAFT HEINZ CO(KHC) | 30,224 | 32,038 | +1,814 | 928 | 975 | 0.12% | +47 |
| PROCTER AND GAMBLE CO(PG) | 27,305 | 27,109 | -196 | 4,578 | 4,620 | 0.59% | +42 |
| UNITEDHEALTH GROUP INC(UNH) | 2,119 | 2,119 | 0 | 1,072 | 1,110 | 0.14% | +38 |
| SMUCKER J M CO(SJM) | 2,135 | 2,285 | +150 | 235 | 271 | 0.03% | +35 |
| COLGATE PALMOLIVE CO(CL) | 12,540 | 12,540 | 0 | 1,140 | 1,175 | 0.15% | +35 |
| HALEON PLC(HLN) | 75,648 | 73,288 | -2,360 | 722 | 754 | 0.10% | +32 |
| AUTOMATIC DATA PROCESSING IN | 1,790 | 1,790 | 0 | 524 | 547 | 0.07% | +23 |
| ENBRIDGE INC(ENB) | 12,096 | 12,096 | 0 | 513 | 536 | 0.07% | +23 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 3,650 | 3,650 | 0 | 206 | 223 | 0.03% | +16 |
| GENERAL MLS INC(GIS) | 9,050 | 9,900 | +850 | 577 | 592 | 0.08% | +15 |
| CNH INDL N V SHS | 15,000 | 15,000 | 0 | 170 | 184 | 0.02% | +14 |
| JPMORGAN CHASE & CO.(JPM) | 2,495 | 2,483 | -12 | 598 | 609 | 0.08% | +11 |
| BANK AMERICA CORP | 4,794 | 5,305 | +511 | 211 | 221 | 0.03% | +11 |
| ZOETIS INC(ZTS) | 3,872 | 3,872 | 0 | 631 | 638 | 0.08% | +7 |
| KELLANOVA | 2,668 | 2,668 | 0 | 216 | 220 | 0.03% | +4 |
| PFIZER INC(PFE) | 8,412 | 8,912 | +500 | 223 | 226 | 0.03% | +3 |
| ORGANON & CO(OGN) | 10,260 | 10,039 | -221 | 153 | 149 | 0.02% | -4 |
| CROWN CRAFTS INC | 12,500 | 12,500 | 0 | 56 | 46 | 0.01% | -11 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 505 | 505 | 0 | 263 | 251 | 0.03% | -11 |
| AMPHENOL CORP NEW | 3,200 | 3,200 | 0 | 222 | 210 | 0.03% | -12 |
| HINGHAM INSTN SVGS MASS | 900 | 900 | 0 | 229 | 214 | 0.03% | -15 |
| GOLDMAN SACHS GROUP INC(GS) | 461 | 456 | -5 | 264 | 249 | 0.03% | -15 |
| BOOKING HOLDINGS INC(BKNG) | 48 | 48 | 0 | 238 | 221 | 0.03% | -17 |
| LIBERTY MEDIA CORP DEL | 13,778 | 13,505 | -273 | 938 | 920 | 0.12% | -17 |
| CLARUS CORP NEW | 24,456 | 24,456 | 0 | 110 | 92 | 0.01% | -19 |
| TOAST INC(TOST) | 7,092 | 7,092 | 0 | 259 | 235 | 0.03% | -23 |
| MCDONALDS CORP(MCD) | 1,568 | 1,369 | -199 | 454 | 428 | 0.05% | -27 |
| META PLATFORMS INC(META) | 500 | 450 | -50 | 293 | 259 | 0.03% | -33 |
| SIRIUSXM HOLDINGS INC(SIRI) | 66,589 | 65,788 | -801 | 1,518 | 1,483 | 0.19% | -35 |
| VANGUARD INDEX FDS | 1,647 | 1,646 | -1 | 888 | 846 | 0.11% | -42 |
| HERSHEY CO(HSY) | 10,770 | 10,355 | -415 | 1,824 | 1,771 | 0.23% | -53 |
| ABBOTT LABS | 6,000 | 4,500 | -1,500 | 679 | 597 | 0.08% | -82 |
| PIPER SANDLER COMPANIES | 2,188 | 2,188 | 0 | 656 | 542 | 0.07% | -114 |
| ALPHABET INC(GOOG) | 3,277 | 3,177 | -100 | 620 | 491 | 0.06% | -129 |
| MICROSOFT CORP(MSFT) | 3,262 | 3,262 | 0 | 1,375 | 1,225 | 0.16% | -150 |
| CLOROX CO DEL(CLX) | 10,054 | 10,054 | 0 | 1,633 | 1,480 | 0.19% | -152 |
| MERCK & CO INC(MRK) | 18,920 | 18,875 | -45 | 1,882 | 1,694 | 0.22% | -188 |
| SERITAGE GROWTH PPTYS | 50,072 | 0 | -50,072 | 206 | 0 | — | -206 |
| ELI LILLY & CO(LLY) | 1,005 | 670 | -335 | 776 | 553 | 0.07% | -222 |
| KKR & CO INC(KKR) | 1,513 | 0 | -1,513 | 224 | 0 | — | -224 |
| NIKE INC(NKE) | 3,000 | 0 | -3,000 | 227 | 0 | — | -227 |
| ALPHABET INC(GOOG) | 8,420 | 8,270 | -150 | 1,604 | 1,292 | 0.17% | -311 |
| ACCENTURE PLC IRELAND SHS CLASS A | 1,600 | 0 | -1,600 | 563 | 0 | — | -563 |
| LIBERTY GLOBAL LTD(LBTYA) | 1,327,467 | 1,392,172 | +64,705 | 16,938 | 16,024 | 2.05% | -915 |
| NATIONAL PRESTO INDS INC(NPK) | 31,447 | 21,987 | -9,460 | 3,095 | 1,933 | 0.25% | -1,162 |
| TRIPADVISOR INC(TRIP) | 415,511 | 349,082 | -66,429 | 6,137 | 4,946 | 0.63% | -1,191 |
| AFFILIATED MANAGERS GROUP IN | 67,979 | 67,495 | -484 | 12,571 | 11,341 | 1.45% | -1,230 |
| LIBERTY GLOBAL LTD(LBTYA) | 888,283 | 830,048 | -58,235 | 11,672 | 9,936 | 1.27% | -1,736 |
| WHITE MTNS INS GROUP LTD COM | 80,158 | 79,931 | -227 | 155,913 | 153,932 | 19.71% | -1,982 |
| CNX RES CORP(CNX) | 430,978 | 426,733 | -4,245 | 15,804 | 13,434 | 1.72% | -2,370 |
| JOHNSON OUTDOORS INC | 308,233 | 305,924 | -2,309 | 10,172 | 7,599 | 0.97% | -2,573 |
| MERCURY GENL CORP NEW(MCY) | 57,236 | 0 | -57,236 | 3,805 | 0 | — | -3,805 |
| CABLE ONE INC | 42,574 | 39,636 | -2,938 | 15,417 | 10,534 | 1.35% | -4,883 |