Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| POLARIS INC(PII) | 186,376 | 889,698 | +703,322 | 15,514 | 51,264 | 4.68% | +35,750 |
| FOX FACTORY HLDG CORP(FOXF) | 729,071 | 1,997,531 | +1,268,460 | 30,256 | 60,465 | 5.52% | +30,209 |
| DAILY JOURNAL CORP | 318,221 | 316,714 | -1,507 | 155,960 | 179,890 | 16.43% | +23,930 |
| CARTERS INC(CRI) | 552,996 | 892,875 | +339,879 | 35,934 | 48,385 | 4.42% | +12,451 |
| WELLS FARGO CO NEW(WFC) | 2,190,519 | 1,897,727 | -292,792 | 123,741 | 133,296 | 12.18% | +9,555 |
| AMC NETWORKS INC | 1,290,332 | 1,556,654 | +266,322 | 11,213 | 15,411 | 1.41% | +4,198 |
| WHIRLPOOL CORP(WHR) | 294,359 | 294,108 | -251 | 31,496 | 33,669 | 3.08% | +2,173 |
| APPLE INC(AAPL) | 11,622 | 12,102 | +480 | 2,708 | 3,031 | 0.28% | +323 |
| NVIDIA CORPORATION(NVDA) | 6,530 | 6,317 | -213 | 793 | 848 | 0.08% | +55 |
| ORACLE CORP(ORCL) | 1,407 | 1,407 | 0 | 240 | 234 | 0.02% | -5 |
| MCDONALDS CORP(MCD) | 749 | 749 | 0 | 228 | 217 | 0.02% | -11 |
| FIRST AMERN FINL CORP(FAF) | 15,417 | 15,417 | 0 | 1,018 | 963 | 0.09% | -55 |
| CHEVRON CORP NEW(CVX) | 3,099 | 2,350 | -749 | 456 | 340 | 0.03% | -116 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 12,983 | 12,410 | -573 | 2,870 | 2,728 | 0.25% | -142 |
| REPUBLIC SVCS INC(RSG) | 9,815 | 7,009 | -2,806 | 1,971 | 1,410 | 0.13% | -561 |
| WABASH NATL CORP | 376,641 | 375,873 | -768 | 7,228 | 6,439 | 0.59% | -789 |
| MICROSOFT CORP(MSFT) | 95,198 | 94,292 | -906 | 40,964 | 39,744 | 3.63% | -1,220 |
| BERKSHIRE HATHAWAY INC DEL | 252,235 | 251,973 | -262 | 116,094 | 114,214 | 10.43% | -1,879 |
| EXXON MOBIL CORP | 996,319 | 972,730 | -23,589 | 116,769 | 104,637 | 9.56% | -12,132 |
| KRAFT HEINZ CO(KHC) | 2,402,771 | 1,881,362 | -521,409 | 84,361 | 57,777 | 5.28% | -26,585 |
| ALIBABA GROUP HLDG LTD(BABA) | 2,851,198 | 2,826,939 | -24,259 | 302,569 | 239,696 | 21.90% | -62,873 |