Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BERKSHIRE HATHAWAY INC DEL | 241,892 | 263,465 | +21,573 | 115,915 | 131,835 | 14.45% | +15,921 |
| GRAHAM HLDGS CO(GHC) | 155,071 | 156,376 | +1,305 | 163,950 | 178,490 | 19.57% | +14,540 |
| ZOETIS INC(ZTS) | 3,491 | 197,251 | +193,760 | 413 | 14,174 | 1.55% | +13,762 |
| LIBERTY CAP CORP(GLIBA) | 0 | 492,557 | +492,557 | 0 | 10,620 | 1.16% | +10,620 |
| U HAUL HOLDING COMPANY | 541,890 | 557,360 | +15,470 | 24,206 | 32,160 | 3.53% | +7,953 |
| PEOPLE INC(PPLI) | 1,119,278 | 1,127,772 | +8,494 | 44,805 | 52,058 | 5.71% | +7,253 |
| MOHAWK INDS INC(MHK) | 213,765 | 218,805 | +5,040 | 21,047 | 26,548 | 2.91% | +5,500 |
| POST HLDGS INC(POST) | 118,168 | 186,530 | +68,362 | 11,682 | 16,463 | 1.80% | +4,781 |
| HEARTLAND EXPRESS INC(HTLD) | 971,067 | 965,007 | -6,060 | 10,099 | 14,687 | 1.61% | +4,588 |
| AFFILIATED MANAGERS GROUP | 62,874 | 58,334 | -4,540 | 17,397 | 19,740 | 2.16% | +2,343 |
| UNILEVER PLC(UL) | 181,557 | 200,651 | +19,094 | 10,343 | 12,063 | 1.32% | +1,720 |
| ALPHABET INC(GOOG) | 8,245 | 9,462 | +1,217 | 2,365 | 3,343 | 0.37% | +978 |
| U HAUL HOLDING COMPANY | 46,645 | 45,170 | -1,475 | 2,229 | 2,956 | 0.32% | +727 |
| APPLE INC(AAPL) | 12,345 | 12,969 | +624 | 3,133 | 3,753 | 0.41% | +620 |
| ISHARES TR | 0 | 3,300 | +3,300 | 0 | 542 | 0.06% | +542 |
| CNX RES CORP(CNX) | 423,572 | 496,627 | +73,055 | 16,329 | 16,851 | 1.85% | +522 |
| ALTRIA GROUP INC(MO) | 0 | 6,280 | +6,280 | 0 | 452 | 0.05% | +452 |
| JPMORGAN CHASE & CO(JPM) | 2,390 | 3,515 | +1,125 | 703 | 1,151 | 0.13% | +448 |
| PHILIP MORRIS INTL INC(PM) | 3,511 | 5,639 | +2,128 | 581 | 1,020 | 0.11% | +440 |
| ELI LILLY & CO(LLY) | 465 | 723 | +258 | 428 | 867 | 0.10% | +439 |
| VISA INC(V) | 3,397 | 4,222 | +825 | 1,027 | 1,449 | 0.16% | +422 |
| ALPHABET INC(GOOG) | 3,602 | 4,059 | +457 | 1,036 | 1,451 | 0.16% | +415 |
| RTX CORPORATION(RTX) | 1,131 | 2,975 | +1,844 | 218 | 564 | 0.06% | +346 |
| SIRIUSXM HOLDINGS INC(SIRI) | 53,384 | 53,407 | +23 | 1,232 | 1,578 | 0.17% | +346 |
| HINGHAM INSTN SVGS MASS | 1,000 | 2,000 | +1,000 | 286 | 614 | 0.07% | +328 |
| UNITEDHEALTH GROUP INC(UNH) | 2,119 | 2,119 | 0 | 573 | 881 | 0.10% | +307 |
| INVESCO QQQ TR | 0 | 341 | +341 | 0 | 251 | 0.03% | +251 |
| MICROSOFT CORP(MSFT) | 3,377 | 3,954 | +577 | 1,250 | 1,475 | 0.16% | +225 |
| LOEWS CORP(L) | 257,326 | 244,525 | -12,801 | 27,467 | 27,683 | 3.03% | +216 |
| ABBVIE INC(ABBV) | 1,676 | 2,165 | +489 | 365 | 545 | 0.06% | +180 |
| AMGEN INC(AMGN) | 719 | 1,171 | +452 | 253 | 424 | 0.05% | +171 |
| VANGUARD INDEX FDS | 1,461 | 1,492 | +31 | 873 | 1,025 | 0.11% | +152 |
| GENERAL MILLS INC(GIS) | 5,400 | 10,000 | +4,600 | 201 | 348 | 0.04% | +147 |
| LIBERTY LIVE HOLDINGS INC(LLYVA) | 11,380 | 11,330 | -50 | 1,071 | 1,197 | 0.13% | +126 |
| AMPHENOL CORP | 2,850 | 2,600 | -250 | 360 | 458 | 0.05% | +98 |
| MACYS INC(M) | 14,952 | 14,952 | 0 | 270 | 352 | 0.04% | +82 |
| AUTOMATIC DATA PROCESSING IN | 1,760 | 1,760 | 0 | 358 | 394 | 0.04% | +37 |
| MASTERCARD INCORPORATED(MA) | 2,478 | 2,478 | 0 | 1,238 | 1,273 | 0.14% | +35 |
| ISHARES TR | 360 | 360 | 0 | 235 | 270 | 0.03% | +34 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 4,567 | 4,567 | 0 | 221 | 251 | 0.03% | +30 |
| VANGUARD TAX-MANAGED FDS | 3,862 | 3,862 | 0 | 247 | 275 | 0.03% | +28 |
| PROGRESSIVE CORP(PGR) | 1,231 | 1,231 | 0 | 244 | 269 | 0.03% | +25 |
| KRAFT HEINZ CO(KHC) | 18,569 | 18,377 | -192 | 418 | 434 | 0.05% | +16 |
| BOOKING HOLDINGS INC(BKNG) | 48 | 1,200 | +1,152 | 202 | 214 | 0.02% | +12 |
| VANGUARD INDEX FDS | 765 | 2,860 | +2,095 | 220 | 230 | 0.03% | +11 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 450 | 450 | 0 | 221 | 226 | 0.02% | +4 |
| PROCTER & GAMBLE CO(PG) | 24,562 | 24,139 | -423 | 3,548 | 3,540 | 0.39% | -8 |
| MARSH & MCLENNAN COS INC(MRSH) | 2,010 | 2,010 | 0 | 349 | 335 | 0.04% | -14 |
| COLGATE PALMOLIVE CO(CL) | 9,615 | 8,735 | -880 | 819 | 801 | 0.09% | -19 |
| VODAFONE GROUP PLC(VOD) | 15,000 | 15,000 | 0 | 225 | 198 | 0.02% | -27 |
| PIPER SANDLER COMPANIES(PIPR) | 7,600 | 7,600 | 0 | 582 | 550 | 0.06% | -32 |
| GOLDMAN SACHS GROUP INC(GS) | 316 | 220 | -96 | 267 | 223 | 0.02% | -45 |
| MCDONALDS CORP(MCD) | 1,181 | 1,110 | -71 | 367 | 300 | 0.03% | -67 |
| ENBRIDGE INC(ENB) | 10,096 | 8,846 | -1,250 | 547 | 480 | 0.05% | -67 |
| CHEVRON CORPORATION(CVX) | 2,200 | 2,195 | -5 | 455 | 364 | 0.04% | -91 |
| HALEON PLC(HLN) | 20,211 | 11,836 | -8,375 | 202 | 110 | 0.01% | -92 |
| MONDELEZ INTL INC(MDLZ) | 27,895 | 25,697 | -2,198 | 1,608 | 1,486 | 0.16% | -122 |
| MAGNUM ICE CREAM CO NV(MICC) | 31,600 | 19,789 | -11,811 | 472 | 345 | 0.04% | -128 |
| JOHNSON OUTDOORS INC | 248,842 | 248,207 | -635 | 11,574 | 11,427 | 1.25% | -146 |
| TRIPADVISOR INC(TRIP) | 155,585 | 108,543 | -47,042 | 1,659 | 1,488 | 0.16% | -170 |
| LIBERTY LIVE HOLDINGS INC(LLYVA) | 2,221 | 0 | -2,221 | 204 | 0 | — | -204 |
| CLOROX CO DEL(CLX) | 9,651 | 8,216 | -1,435 | 1,000 | 784 | 0.09% | -216 |
| HERSHEY CO(HSY) | 7,005 | 6,835 | -170 | 1,456 | 1,199 | 0.13% | -257 |
| INGLES MKTS INC(IMKTA) | 192,307 | 192,195 | -112 | 17,286 | 17,025 | 1.87% | -262 |
| LIBERTY GLOBAL LTD(LBTYA) | 1,287,233 | 1,342,309 | +55,076 | 15,563 | 15,262 | 1.67% | -301 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 3,052 | 2,205 | -847 | 1,985 | 1,647 | 0.18% | -338 |
| EXXON MOBIL CORP | 9,016 | 8,442 | -574 | 1,530 | 1,154 | 0.13% | -375 |
| CABLE ONE INC | 11,799 | 11,567 | -232 | 1,076 | 614 | 0.07% | -462 |
| MERCK & CO INC(MRK) | 16,765 | 11,829 | -4,936 | 2,017 | 1,520 | 0.17% | -497 |
| COCA COLA CO(KO) | 37,940 | 26,328 | -11,612 | 2,885 | 2,140 | 0.23% | -746 |
| LIBERTY GLOBAL LTD(LBTYA) | 336,000 | 289,811 | -46,189 | 3,941 | 3,188 | 0.35% | -753 |
| REPUBLIC SVCS INC(RSG) | 80,129 | 77,246 | -2,883 | 17,550 | 16,460 | 1.80% | -1,090 |
| LIBERTY BROADBAND CORP(LBRDA) | 61,213 | 54,758 | -6,455 | 3,079 | 1,821 | 0.20% | -1,258 |
| JOHNSON & JOHNSON(JNJ) | 118,370 | 105,306 | -13,064 | 28,934 | 26,744 | 2.93% | -2,190 |
| MOLSON COORS BEVERAGE CO(TAP) | 456,424 | 445,346 | -11,078 | 19,654 | 17,351 | 1.90% | -2,303 |
| BERKSHIRE HATHAWAY INC DEL | 14 | 4 | -10 | 10,054 | 2,995 | 0.33% | -7,059 |
| WHITE MTNS INS GROUP LTD COM | 78,795 | 80,067 | +1,272 | 173,109 | 166,010 | 18.20% | -7,099 |
| SEABOARD CORP DEL(SEB) | 7,396 | 6,871 | -525 | 41,818 | 30,675 | 3.36% | -11,143 |
| GCI LIBERTY INC(GLIBA) | 518,999 | 0 | -518,999 | 19,312 | 0 | — | -19,312 |