Fund HoldingsPECAUT & CO.

Total Portfolio Value
$282.70M
Total Bought
$28.31M
Total Sold
$26.49M
Net Transaction
+$1.82M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR SER TR
ST STR BL 12 ETF
244,500332,499+87,99924,29633,11011.71%+8,814
NIKE INC(NKE)043,977+43,97703,8881.38%+3,888
BERKSHIRE HATHAWAY INC DEL66,93966,156-78327,23130,44910.77%+3,218
TEXAS PACIFIC LAND CORPORATI(TPL)15,84315,543-30011,63313,7524.86%+2,119
MICROSOFT CORP(MSFT)7,30511,109+3,8043,2654,7801.69%+1,515
VANGUARD SPECIALIZED FUNDS43,45746,868+3,4117,9339,2833.28%+1,350
KNIFE RIVER CORP(KNF)57,50058,525+1,0254,0335,2321.85%+1,199
FLOOR & DECOR HLDGS INC(FND)18,55023,650+5,1001,8442,9371.04%+1,093
GLOBAL X FDS
US INFR DEV ETF
178,565185,003+6,4386,6107,6152.69%+1,004
LOWES COS INC(LOW)23,44722,649-7985,1696,1352.17%+965
SPDR SER TR
ST STR P500VAL
153,495159,196+5,7017,4818,4152.98%+934
SPDR SER TR
ST STR P400MID
133,106139,221+6,1156,8287,6132.69%+784
SPDR INDEX SHS FDS
ST STR PO EX ETF
147,544157,418+9,8745,1765,9132.09%+737
SPDR SER TR
ST STR BLO 1 ETF
12,58119,750+7,1691,1551,8130.64%+659
NOBLE CORP PLC(NE)10,00029,686+19,6864471,0730.38%+626
LANDBRIDGE COMPANY LLC(LB)015,500+15,50006060.21%+606
SPDR SER TR
ST STR SP600 SML
78,72583,076+4,3513,2693,7811.34%+511
ISHARES INC
MSCI EMRG CHN
115,728120,202+4,4746,8517,3462.60%+494
AUTONATION INC(AN)29,39528,945-4504,6855,1791.83%+494
SPDR SER TR
ST STR P500GRW
144,117144,663+54611,54811,9984.24%+450
BUILDERS FIRSTSOURCE INC(BLDR)6,6506,835+1859201,3250.47%+405
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
17,96519,437+1,4722,0762,4730.87%+397
MESABI TR(MSB)21,70032,768+11,0683717380.26%+366
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
57,85961,096+3,2373,2643,6191.28%+354
INTERCONTINENTAL EXCHANGE IN(ICE)21,25020,250-1,0002,9093,2531.15%+344
ORACLE CORP(ORCL)11,54211,552+101,6301,9680.70%+339
COSTCO WHSL CORP NEW(COST)8,9648,962-27,6197,9452.81%+326
UNITED RENTALS INC(URI)1,9521,95201,2621,5810.56%+318
BERKSHIRE HATHAWAY INC DEL1211-17,3477,6032.69%+256
LISTED FD TR
HORI KI INFL ETF
48,15048,15001,5741,8100.64%+236
PROGRESSIVE CORP(PGR)0900+90002280.08%+228
CINCINNATI FINL CORP(CINF)01,653+1,65302250.08%+225
TESLA INC(TSLA)0825+82502160.08%+216
CANADIAN PACIFIC KANSAS CITY(CP)48,27246,872-1,4003,8004,0091.42%+209
ISHARES TR01,059+1,05902010.07%+201
AMERICAN EXPRESS CO(AXP)5,2145,169-451,2071,4020.50%+195
BWX TECHNOLOGIES INC(BWXT)10,13510,13509631,1020.39%+139
BOSTON OMAHA CORP29,90033,900+4,0004025040.18%+102
LSB INDS INC012,000+12,0000960.03%+96
WHEATON PRECIOUS METALS CORP(WPM)11,05011,05005796750.24%+96
LIBERTY MEDIA CORP DEL(FWONA)12,90812,90808299230.33%+94
UNION PAC CORP(UNP)4,8884,862-261,1061,1980.42%+92
JEFFERIES FINL GROUP INC(JEF)6,3506,35003163910.14%+75
JOHNSON & JOHNSON(JNJ)4,6874,68706857600.27%+75
WORLD GOLD TR(GLDM)10,35510,477+1224775460.19%+69
WALMART INC(WMT)15,43513,635-1,8001,0451,1010.39%+56
VANGUARD INDEX FDS4,9024,816-867868410.30%+54
VANGUARD TAX-MANAGED FDS19,61219,183-4299691,0130.36%+44
RENN FD INC(RCG)86,05086,05001461820.06%+36
RLI CORP(RLI)1,9911,99102803090.11%+28
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
010,000+10,0000230.01%+23
VANGUARD INDEX FDS2,3882,269-1195215380.19%+17
ISHARES TR
CYBERSECURITY
4,7934,868+752202370.08%+17
SPDR S&P 500 ETF TR(SPY)45945902502630.09%+14
VANGUARD INDEX FDS2,9382,734-2047117210.26%+10
ISHARES TR
ESG AW MSCI EAFE
2,6632,583-802102170.08%+8
ISHARES TR5,3935,39305965970.21%+1
SPROTT PHYSICAL GOLD TR(PHYS)11,40010,000-1,4002062040.07%-2
CANADIAN NATL RY CO(CNI)2,8502,85003373340.12%-3
UNITED FIRE GROUP INC(UFCS)10,20010,20002192130.08%-6
CASEYS GEN STORES INC(CASY)1,4251,42505445350.19%-8
VANGUARD WORLD FD5,4775,026-4515295110.18%-18
SCHLUMBERGER LTD(SLB)6,5006,50003072730.10%-34
VANGUARD INDEX FDS4,0563,809-2471,5171,4620.52%-55
GABELLI EQUITY TR INC(GAB)17,1360-17,136890-89
VALARIS LTD(VAL)5,0005,00003732790.10%-94
WHITE MTNS INS GROUP LTD
COM
1,1671,16702,1211,9790.70%-141
OCCIDENTAL PETE CORP(OXY)19,01819,168+1507835700.20%-213
SOURCE CAP INC22,91817,467-5,4511,0147780.28%-237
OCCIDENTAL PETE CORP(OXY)35,15835,323+1652,2161,8210.64%-395
NVIDIA CORPORATION(NVDA)28,05423,891-4,1633,4662,9011.03%-564
MYR GROUP INC DEL(MYRG)4,6200-4,6206270-627
TIDEWATER INC NEW(TDW)31,50029,000-2,5002,9992,0820.74%-917
DIAMOND OFFSHORE DRILLING IN85,0000-85,0001,3170-1,317
APPLE INC(AAPL)58,33746,741-11,59612,28710,8913.85%-1,396
ALPHABET INC(GOOG)75,02973,825-1,20413,76212,3434.37%-1,419
DEERE & CO(DE)8,3140-8,3143,1060-3,106
ISHARES TR318,791236,042-82,74932,10523,7748.41%-8,331
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