Fund HoldingsPECAUT & CO.

Total Portfolio Value
$289.74M
Total Bought
$15.83M
Total Sold
$14.70M
Net Transaction
+$1.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BL 12 ETF
332,499366,783+34,28433,11036,36712.55%+3,256
ISHARES TR236,042258,986+22,94423,77425,9818.97%+2,207
TEXAS PACIFIC LAND CORPORATI(TPL)15,54314,105-1,43813,75215,5995.38%+1,847
BERKSHIRE HATHAWAY INC DEL1113+27,6038,8523.06%+1,249
SPDR SER TR
ST STR P500GRW
144,663150,603+5,94011,99813,2384.57%+1,240
SPDR SER TR
ST STR BLO 1 ETF
19,75029,093+9,3431,8132,6600.92%+847
NATURAL RESOURCE PARTNERS L(NRP)06,800+6,80007550.26%+755
KNIFE RIVER CORP(KNF)58,52558,575+505,2325,9542.05%+722
ALBERTSONS COS INC030,400+30,40005970.21%+597
SPDR SER TR
ST STR P400MID
139,221149,340+10,1197,6138,1672.82%+555
VANGUARD SPECIALIZED FUNDS46,86850,102+3,2349,2839,8113.39%+529
ALPHABET INC(GOOG)73,82567,502-6,32312,34312,8554.44%+512
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
61,09665,026+3,9303,6194,1261.42%+507
SPDR SER TR
ST STR SP600 SML
83,07694,803+11,7273,7814,2591.47%+478
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
19,43724,126+4,6892,4732,8790.99%+406
LANDBRIDGE COMPANY LLC(LB)15,50015,000-5006069690.33%+363
SPDR SER TR
ST STR P500VAL
159,196171,416+12,2208,4158,7663.03%+351
VANGUARD WORLD FD5,0268,145+3,1195118540.29%+343
WHITE MTNS INS GROUP LTD
COM
1,1671,16701,9792,2700.78%+290
ELEVANCE HEALTH INC(ELV)0700+70002580.09%+258
GLOBAL X FDS
US INFR DEV ETF
185,003194,141+9,1387,6157,8452.71%+231
AUTOMATIC DATA PROCESSING IN0700+70002050.07%+205
ISHARES TR0504+50402020.07%+202
LSB INDS INC12,00038,500+26,500962920.10%+196
MESABI TR(MSB)32,76832,843+757389180.32%+180
AMERICAN EXPRESS CO(AXP)5,1695,16901,4021,5340.53%+132
LIBERTY MEDIA CORP DEL(FWONA)12,90812,408-5009231,0430.36%+119
TESLA INC(TSLA)82582502163330.11%+117
NVIDIA CORPORATION(NVDA)23,89122,422-1,4692,9013,0111.04%+110
VANGUARD INDEX FDS3,8093,773-361,4621,5490.53%+86
WALMART INC(WMT)13,63512,927-7081,1011,1680.40%+67
ISHARES TR
ESG AW MSCI EAFE
2,5833,631+1,0482172760.10%+59
WORLD GOLD TR(GLDM)10,47711,364+8875465910.20%+45
SAN JUAN BASIN RTY TR(SJT)010,000+10,0000380.01%+38
CASEYS GEN STORES INC(CASY)1,4251,42505355650.19%+29
LISTED FD TR
HORI KI INFL ETF
48,15048,15001,8101,8340.63%+24
UNITED FIRE GROUP INC(UFCS)10,2008,200-2,0002132330.08%+20
RLI CORP(RLI)1,9911,992+13093280.11%+20
VANGUARD INDEX FDS2,2692,297+285385520.19%+14
CINCINNATI FINL CORP(CINF)1,6531,65302252380.08%+13
RENN FD INC(RCG)86,05086,05001821920.07%+9
VANGUARD INDEX FDS4,8165,008+1928418480.29%+7
SPDR S&P 500 ETF TR(SPY)45945902632690.09%+6
VANGUARD INDEX FDS2,7342,728-67217200.25%-1
ISHARES TR5,3935,39305975940.20%-3
ISHARES TR
CYBERSECURITY
4,8684,781-872372330.08%-4
VANGUARD TAX-MANAGED FDS19,18320,964+1,7811,0131,0020.35%-11
PROGRESSIVE CORP(PGR)90090002282160.07%-13
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
10,0000-10,000230-22
SCHLUMBERGER LTD(SLB)6,5006,50002732490.09%-23
BWX TECHNOLOGIES INC(BWXT)10,1359,635-5001,1021,0730.37%-28
CANADIAN NATL RY CO(CNI)2,8502,85003342890.10%-45
SPDR INDEX SHS FDS
ST STR PO EX ETF
157,418171,797+14,3795,9135,8632.02%-49
WHEATON PRECIOUS METALS CORP(WPM)11,05011,05006756210.21%-53
VALARIS LTD(VAL)5,0005,00002792210.08%-58
APPLE INC(AAPL)46,74143,185-3,55610,89110,8143.73%-76
JOHNSON & JOHNSON(JNJ)4,6874,711+247606810.24%-78
MICROSOFT CORP(MSFT)11,10911,142+334,7804,6961.62%-84
UNION PAC CORP(UNP)4,8624,86201,1981,1090.38%-90
ISHARES INC
MSCI EMRG CHN
120,202130,423+10,2217,3467,2322.50%-114
SOURCE CAP INC17,46714,386-3,0817786260.22%-152
ISHARES TR1,0590-1,0592010-201
SPROTT PHYSICAL GOLD TR(PHYS)10,0000-10,0002040-204
BOSTON OMAHA CORP33,90020,900-13,0005042960.10%-208
OCCIDENTAL PETE CORP(OXY)19,16811,919-7,2495703280.11%-241
NOBLE CORP PLC(NE)29,68624,528-5,1581,0737700.27%-303
BUILDERS FIRSTSOURCE INC(BLDR)6,8356,735-1001,3259630.33%-362
ORACLE CORP(ORCL)11,5529,577-1,9751,9681,5960.55%-373
JEFFERIES FINL GROUP INC(JEF)6,3500-6,3503910-391
INTERCONTINENTAL EXCHANGE IN(ICE)20,25019,050-1,2003,2532,8390.98%-414
UNITED RENTALS INC(URI)1,9521,652-3001,5811,1640.40%-417
AUTONATION INC(AN)28,94527,520-1,4255,1794,6741.61%-505
FLOOR & DECOR HLDGS INC(FND)23,65022,950-7002,9372,2880.79%-649
COSTCO WHSL CORP NEW(COST)8,9627,934-1,0287,9457,2702.51%-675
BERKSHIRE HATHAWAY INC DEL66,15665,617-53930,44929,74310.27%-706
CANADIAN PACIFIC KANSAS CITY(CP)46,87244,072-2,8004,0093,1891.10%-820
LOWES COS INC(LOW)22,64921,352-1,2976,1355,2701.82%-865
NIKE INC(NKE)43,97739,762-4,2153,8883,0091.04%-879
TIDEWATER INC NEW(TDW)29,00015,000-14,0002,0828210.28%-1,261
OCCIDENTAL PETE CORP(OXY)35,3230-35,3231,8210-1,821
Page 1 of 1