Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 195,000 | +195,000 | 0 | 19,631 | 4.12% | +19,631 |
| S&P GLOBAL INC(SPGI) | 0 | 32,550 | +32,550 | 0 | 13,256 | 2.78% | +13,256 |
| BOSTON OMAHA CORP | 5,589,253 | 5,589,253 | 0 | 65,282 | 76,237 | 16.01% | +10,955 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 19,500 | +19,500 | 0 | 9,758 | 2.05% | +9,758 |
| NVR INC(NVR) | 490 | 1,130 | +640 | 3,229 | 7,699 | 1.62% | +4,470 |
| MARKEL GROUP INC(MKL) | 0 | 2,100 | +2,100 | 0 | 4,101 | 0.86% | +4,101 |
| HOME BANCSHARES INC(HOMB) | 0 | 135,500 | +135,500 | 0 | 3,869 | 0.81% | +3,869 |
| NATURAL RESOURCE PARTNERS LP(NRP) | 0 | 37,750 | +37,750 | 0 | 3,662 | 0.77% | +3,662 |
| LENNAR CORP(LEN) | 108,750 | 143,409 | +34,659 | 9,148 | 12,722 | 2.67% | +3,574 |
| PURE CYCLE CORP | 1,914,559 | 1,795,421 | -119,138 | 19,260 | 19,229 | 4.04% | -32 |
| ASBURY AUTOMOTIVE GROUP INC | 288,004 | 260,658 | -27,346 | 56,279 | 52,413 | 11.00% | -3,866 |
| ALLIANCE RESOURCE PARTNERS L(ARLP) | 1,411,260 | 1,262,583 | -148,677 | 39,021 | 30,277 | 6.36% | -8,745 |
| COGENT COMM HOLDINGS INC | 1,290,204 | 979,686 | -310,518 | 24,307 | 13,598 | 2.86% | -10,709 |
| OLD MKT CAP CORP | 2,515,902 | 0 | -2,515,902 | 11,246 | 0 | — | -11,246 |
| AMERICAS CAR-MART INC | 1,260,690 | 1,119,875 | -140,815 | 16,049 | 3,124 | 0.66% | -12,924 |
| RE/MAX HLDGS INC | 2,665,643 | 0 | -2,665,643 | 15,354 | 0 | — | -15,354 |
| CORE NATURAL RESOURCES INC(CNR) | 602,500 | 467,524 | -134,976 | 63,100 | 37,411 | 7.85% | -25,689 |
| NELNET INC(NNI) | 1,668,976 | 1,269,723 | -399,253 | 215,231 | 169,292 | 35.54% | -45,939 |