Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Amazon.com, Inc.(AMZN) | 324,640 | 324,640 | 0 | $61.77M | $71.22M | 20.04% | +$9.46M |
| Brookfield CorporationCL A(BN) | 967,425 | 952,215 | -15,210 | $50.70M | $58.89M | 16.57% | +$8.19M |
| Berkshire Hathaway Inc DelCL A | 67 | 67 | 0 | $53.50M | $48.83M | 13.74% | -$4.67M |
| Burford Capital Ltd ORD SHS | 790,405 | 3,362,322 | +2,571,917 | $10.44M | $45.72M | 12.86% | +$35.28M |
| Markel Group Inc.(MKL) | 22,455 | 22,455 | 0 | $41.98M | $44.85M | 12.62% | +$2.87M |
| Trupanion, Inc.(TRUP) | 907,835 | 764,095 | -143,740 | $33.84M | $42.29M | 11.90% | +$8.46M |
| Tesla, Inc.(TSLA) | 81,060 | 79,335 | -1,725 | $21.01M | $25.20M | 7.09% | +$4.19M |
| Alphabet Inc.CL A(GOOG) | 104,770 | 104,770 | 0 | $16.20M | $18.46M | 5.19% | +$2.26M |