Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MARKEL GROUP INC(MKL) | 22,455 | 22,905 | +450 | 42,920 | 49,238 | 14.37% | +6,318 |
| ALPHABET INC(GOOG) | 104,770 | 101,155 | -3,615 | 25,470 | 31,662 | 9.24% | +6,192 |
| AMAZON COM INC(AMZN) | 321,895 | 316,285 | -5,610 | 70,678 | 73,005 | 21.31% | +2,326 |
| BERKSHIRE HATHAWAY INC DEL | 67 | 67 | 0 | 50,531 | 50,572 | 14.76% | +40 |
| BROOKFIELD CORP(BN) | 952,215 | 1,413,462 | +461,247 | 65,303 | 64,864 | 18.93% | -439 |
| BURFORD CAP LTD ORD SHS | 1,835,072 | 1,835,072 | 0 | 19,709 | 16,369 | 4.78% | -3,340 |
| TRUPANION INC(TRUP) | 764,095 | 776,490 | +12,395 | 33,070 | 29,017 | 8.47% | -4,053 |
| TESLA INC(TSLA) | 79,335 | 62,100 | -17,235 | 35,282 | 27,928 | 8.15% | -7,354 |