Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 3,185,411 | 3,644,273 | +458,862 | 246,854 | 263,695 | 28.45% | +16,841 |
| EXXON MOBIL CORP | 1,069,327 | 1,027,169 | -42,158 | 106,892 | 119,370 | 12.88% | +12,478 |
| BERKSHIRE HATHAWAY INC DEL | 277,147 | 256,866 | -20,281 | 98,819 | 108,013 | 11.65% | +9,194 |
| WELLS FARGO CO NEW(WFC) | 2,439,077 | 2,228,150 | -210,927 | 120,026 | 129,138 | 13.93% | +9,112 |
| DAILY JOURNAL CORP | 323,987 | 323,116 | -871 | 110,400 | 116,839 | 12.61% | +6,439 |
| FOX FACTORY HLDG CORP(FOXF) | 118,134 | 263,640 | +145,506 | 7,969 | 13,728 | 1.48% | +5,759 |
| MICROSOFT CORP(MSFT) | 101,468 | 98,541 | -2,927 | 38,156 | 41,458 | 4.47% | +3,302 |
| AMC NETWORKS INC | 515,432 | 1,065,545 | +550,113 | 9,682 | 12,925 | 1.39% | +3,243 |
| WABASH NATL CORP | 383,458 | 379,715 | -3,743 | 9,820 | 11,369 | 1.23% | +1,549 |
| POLARIS INC(PII) | 90,339 | 93,208 | +2,869 | 8,558 | 9,332 | 1.01% | +774 |
| NVIDIA CORPORATION(NVDA) | 0 | 646 | +646 | 0 | 584 | 0.06% | +584 |
| REPUBLIC SVCS INC(RSG) | 10,939 | 10,492 | -447 | 1,804 | 2,009 | 0.22% | +205 |
| APPLE INC(AAPL) | 10,631 | 11,999 | +1,368 | 2,047 | 2,058 | 0.22% | +11 |
| CHEVRON CORP NEW(CVX) | 3,817 | 3,642 | -175 | 569 | 574 | 0.06% | +5 |
| MCDONALDS CORP(MCD) | 1,049 | 1,049 | 0 | 311 | 296 | 0.03% | -15 |
| FIRST AMERN FINL CORP(FAF) | 15,417 | 15,417 | 0 | 993 | 941 | 0.10% | -52 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 23,346 | 14,033 | -9,313 | 3,818 | 2,679 | 0.29% | -1,139 |
| KRAFT HEINZ CO(KHC) | 2,579,984 | 2,486,542 | -93,442 | 95,376 | 91,750 | 9.90% | -3,625 |