Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 2,826,939 | 2,591,858 | -235,081 | 239,696 | 342,721 | 27.59% | +103,025 |
| POLARIS INC(PII) | 889,698 | 2,395,049 | +1,505,351 | 51,264 | 98,053 | 7.89% | +46,789 |
| CARTERS INC(CRI) | 892,875 | 2,190,482 | +1,297,607 | 48,385 | 89,591 | 7.21% | +41,206 |
| FOX FACTORY HLDG CORP(FOXF) | 1,997,531 | 3,576,560 | +1,579,029 | 60,465 | 83,477 | 6.72% | +23,012 |
| BERKSHIRE HATHAWAY INC DEL | 251,973 | 247,747 | -4,226 | 114,214 | 131,945 | 10.62% | +17,731 |
| AMC NETWORKS INC | 1,556,654 | 2,712,921 | +1,156,267 | 15,411 | 18,665 | 1.50% | +3,254 |
| REPUBLIC SVCS INC(RSG) | 7,009 | 6,333 | -676 | 1,410 | 1,534 | 0.12% | +124 |
| FIRST AMERN FINL CORP(FAF) | 15,417 | 15,417 | 0 | 963 | 1,012 | 0.08% | +49 |
| MCDONALDS CORP(MCD) | 749 | 648 | -101 | 217 | 202 | 0.02% | -15 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 12,410 | 10,555 | -1,855 | 2,728 | 2,625 | 0.21% | -103 |
| NVIDIA CORPORATION(NVDA) | 6,317 | 6,699 | +382 | 848 | 726 | 0.06% | -122 |
| ORACLE CORP(ORCL) | 1,407 | 0 | -1,407 | 234 | 0 | — | -234 |
| CHEVRON CORP NEW(CVX) | 2,350 | 0 | -2,350 | 340 | 0 | — | -340 |
| APPLE INC(AAPL) | 12,102 | 10,352 | -1,750 | 3,031 | 2,299 | 0.19% | -731 |
| WELLS FARGO CO NEW(WFC) | 1,897,727 | 1,835,793 | -61,934 | 133,296 | 131,792 | 10.61% | -1,505 |
| WABASH NATL CORP | 375,873 | 364,491 | -11,382 | 6,439 | 4,028 | 0.32% | -2,411 |
| EXXON MOBIL CORP | 972,730 | 844,424 | -128,306 | 104,637 | 100,427 | 8.08% | -4,209 |
| MICROSOFT CORP(MSFT) | 94,292 | 93,995 | -297 | 39,744 | 35,285 | 2.84% | -4,459 |
| WHIRLPOOL CORP(WHR) | 294,108 | 310,796 | +16,688 | 33,669 | 28,012 | 2.25% | -5,657 |
| KRAFT HEINZ CO(KHC) | 1,881,362 | 1,329,471 | -551,891 | 57,777 | 40,456 | 3.26% | -17,321 |
| DAILY JOURNAL CORP | 316,714 | 325,419 | +8,705 | 179,890 | 129,432 | 10.42% | -50,458 |