Fund HoldingsPECAUT & CO.

Total Portfolio Value
$264.45M
Total Bought
$7.42M
Total Sold
$18.16M
Net Transaction
-$10.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
017,965+17,96502,0760.79%+2,076
TEXAS PACIFIC LAND CORPORATI(TPL)17,28315,843-1,4409,99811,6334.40%+1,635
ALPHABET INC(GOOG)79,74975,029-4,72012,14313,7625.20%+1,619
SPDR SER TR
ST STR P500GRW
141,700144,117+2,41710,36511,5484.37%+1,183
COSTCO WHSL CORP NEW(COST)9,0038,964-396,5967,6192.88%+1,024
NVIDIA CORPORATION(NVDA)2,87828,054+25,1762,6013,4661.31%+865
APPLE INC(AAPL)67,91658,337-9,57911,64612,2874.65%+641
SPDR SER TR
ST STR BLO 1 ETF
9,08712,581+3,4948341,1550.44%+321
VANGUARD SPECIALIZED FUNDS42,12943,457+1,3287,6937,9333.00%+240
MICROSOFT CORP(MSFT)7,3047,305+13,0733,2651.23%+192
ISHARES INC
MSCI EMRG CHN
115,801115,728-736,6676,8512.59%+184
ORACLE CORP(ORCL)11,54211,54201,4501,6300.62%+180
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
55,17157,859+2,6883,1113,2641.23%+153
WALMART INC(WMT)15,43515,43509291,0450.40%+116
VANGUARD INDEX FDS4,0804,056-241,4041,5170.57%+113
OCCIDENTAL PETE CORP(OXY)15,71819,018+3,3006777830.30%+105
TIDEWATER INC NEW(TDW)31,50031,50002,8982,9991.13%+101
BWX TECHNOLOGIES INC(BWXT)8,40010,135+1,7358629630.36%+101
CASEYS GEN STORES INC(CASY)1,4251,42504545440.21%+90
DIAMOND OFFSHORE DRILLING IN90,90085,000-5,9001,2401,3170.50%+77
MESABI TR(MSB)17,70021,700+4,0003123710.14%+59
WHEATON PRECIOUS METALS CORP(WPM)11,05011,05005215790.22%+58
SOURCE CAP INC22,93922,918-219751,0140.38%+40
JEFFERIES FINL GROUP INC(JEF)6,3506,35002803160.12%+36
LIBERTY MEDIA CORP DEL(FWONA)13,50812,908-6007938290.31%+36
WHITE MTNS INS GROUP LTD
COM
1,1671,16702,0942,1210.80%+27
ISHARES TR318,564318,791+22732,08332,10512.14%+23
WORLD GOLD TR(GLDM)10,35510,35504564770.18%+21
BOSTON OMAHA CORP24,90029,900+5,0003854020.15%+18
SPDR S&P 500 ETF TR(SPY)452459+72362500.09%+13
VANGUARD WORLD FD5,5375,477-605165290.20%+13
RENN FD INC(RCG)86,05086,05001361460.06%+10
ISHARES TR5,3935,39305965960.23%-0
ISHARES TR
ESG AW MSCI EAFE
2,6472,663+162122100.08%-2
UNITED FIRE GROUP INC(UFCS)10,20010,20002222190.08%-3
VALARIS LTD(VAL)5,0005,00003763730.14%-4
AMERICAN EXPRESS CO(AXP)5,3405,214-1261,2161,2070.46%-9
ISHARES TR
CYBERSECURITY
4,9424,793-1492322200.08%-11
RLI CORP(RLI)1,9911,99102962800.11%-15
SPROTT PHYSICAL GOLD TR(PHYS)12,80011,400-1,4002212060.08%-16
VANGUARD TAX-MANAGED FDS19,70919,612-979899690.37%-20
NOBLE CORP PLC(NE)10,00010,00004854470.17%-38
VANGUARD INDEX FDS2,4462,388-585595210.20%-38
VANGUARD INDEX FDS5,1214,902-2198347860.30%-48
SCHLUMBERGER LTD(SLB)6,5006,50003563070.12%-50
JOHNSON & JOHNSON(JNJ)4,7714,687-847556850.26%-70
VANGUARD INDEX FDS3,1632,938-2257907110.27%-79
SPDR SER TR
ST STR BL 12 ETF
245,198244,500-69824,37824,2969.19%-82
SPDR SER TR
ST STR SP600 SML
77,93878,725+7873,3543,2691.24%-85
GABELLI EQUITY TR INC(GAB)35,76017,136-18,624197890.03%-108
SPDR SER TR
ST STR P500VAL
151,497153,495+1,9987,5907,4812.83%-109
CANADIAN NATL RY CO(CNI)3,4502,850-6004543370.13%-118
SPDR INDEX SHS FDS
ST STR PO EX ETF
147,802147,544-2585,2975,1761.96%-121
UNITED RENTALS INC(URI)1,9511,952+11,4071,2620.48%-145
LISTED FD TR
HORI KI INFL ETF
54,15048,150-6,0001,7631,5740.60%-190
CINCINNATI FINL CORP(CINF)1,6530-1,6532050-205
PROGRESSIVE CORP(PGR)1,0390-1,0392150-215
INTERCONTINENTAL EXCHANGE IN(ICE)22,75021,250-1,5003,1272,9091.10%-218
SPDR SER TR
ST STR P400MID
132,217133,106+8897,0526,8282.58%-224
UNION PAC CORP(UNP)5,4874,888-5991,3501,1060.42%-244
BUILDERS FIRSTSOURCE INC(BLDR)5,6506,650+1,0001,1789200.35%-258
OCCIDENTAL PETE CORP(OXY)38,15835,158-3,0002,4802,2160.84%-264
BERKSHIRE HATHAWAY INC DEL121207,6137,3472.78%-266
HERSHEY CO(HSY)1,4000-1,4002720-272
SERITAGE GROWTH PPTYS33,0000-33,0003180-318
SPDR SER TR
ST STR SP BIOT
3,4500-3,4503270-327
CANADIAN PACIFIC KANSAS CITY(CP)47,13648,272+1,1364,1563,8001.44%-356
MYR GROUP INC DEL(MYRG)5,6204,620-1,0009936270.24%-366
FLOOR & DECOR HLDGS INC(FND)17,45018,550+1,1002,2621,8440.70%-418
GLOBAL X FDS
US INFR DEV ETF
177,987178,565+5787,0866,6102.50%-475
AUTONATION INC(AN)31,39529,395-2,0005,1984,6851.77%-513
DEERE & CO(DE)8,9138,314-5993,6613,1061.17%-555
PEPSICO INC(PEP)3,6000-3,6006300-630
KNIFE RIVER CORP(KNF)58,50057,500-1,0004,7434,0331.53%-710
TYSON FOODS INC(TSN)15,3800-15,3809030-903
LOWES COS INC(LOW)25,31923,447-1,8726,4505,1691.95%-1,280
ACCENTURE PLC IRELAND
SHS CLASS A
4,4250-4,4251,5340-1,534
FIRST TR EXCHANGE-TRADED FD10,6270-10,6271,6340-1,634
BERKSHIRE HATHAWAY INC DEL68,75766,939-1,81828,91427,23110.30%-1,683
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