Fund HoldingsCitadel Investment Advisory, Inc.

Total Portfolio Value
$152.7K
Total Bought
$1.8K
Total Sold
$3.7K
Net Transaction
-$1.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
Markel Corp(MKL)15,84615,840-6222315.27%+1
Affiliated Managers06,039+6,039010.52%+1
Alphabet Inc. Class A(GOOG)50,44050,170-270674.30%+1
Alphabet Inc. Class C(GOOG)31,72031,7200442.74%0
Imperial Metals Corp1,7211,710,670+1,708,949231.78%0
Booking Holdings Inc(BKNG)6196190221.25%0
Abbvie Inc(ABBV)16,07916,0790221.57%0
Cedar Fair13,77517,875+4,100110.43%0
IBM Corp(IBM)17,92117,871-50231.64%0
Vistaprint NV Cimpress9,1259,1250110.42%0
Everest Re Group Inc(EG)2,3502,3500110.57%0
Comcast(CCZ)19,48019,4800110.57%0
Jefferies Financial(JEF)14,88514,8850010.36%0
General Dynamics Corp(GD)8,4518,4510221.22%0
Liberty Broadband cl C(LBRDA)4,3694,300-69000.26%0
Eaton Corp(ETN)3,4573,4570110.48%0
Danaher Corp(DHR)4,3984,3980110.71%0
Intel(INTC)13,60713,6070000.32%0
Berkley W R Corp6,0666,0660000.25%0
ESAB Corp(ESAB)4,9604,9600000.23%0
Leidos Holdings Inc(LDOS)4,9674,867-100000.29%0
Cigna Corp(CI)1,2441,2440000.23%0
Liberty Global cl C(LBTYA)11,67911,490-189000.14%0
Mastercard(MA)1,1801,1800000.31%0
SEI Investments(SEIC)4,3754,3750000.17%0
Keurig Dr. Pepper(KDP)5,8955,8950000.12%0
Liberty Global cl A(LBTYA)9,2439,2430000.10%0
Beckshire Hathaway107,905107,9050373724.10%0
Goldman Sachs Group Inc.(GS)4,6454,630-15110.98%0
Ascent Industries Corp16,42116,4210000.10%-0
JPMorgan Chase & Co(JPM)8,9618,936-25110.85%-0
Amazon(AMZN)5,0405,0400110.42%-0
FTI Consulting, Inc.(FCN)1,6701,6700000.20%-0
Kraft Heintz Co(KHC)11,17211,149-23000.25%-0
Willis Tower Watson(WTW)8268260000.11%-0
Dish Network31,72931,7290000.12%-0
Proctor & Gamble Co(PG)4,2364,2360110.40%-0
Mondelez Intl Inc(MDLZ)6,1006,031-69000.27%-0
Colgate Palmolive(CL)4,8874,8870000.23%-0
Cable One Inc.7527520000.30%-0
Bank of America24,19024,1900110.43%-0
ATT(T)29,15028,759-391000.28%-0
Liberty Media Sirius A4,2274,158-69000.07%-0
Apple Inc(AAPL)1,6001,6000000.18%-0
Advande Auto Parts(AAP)2,5582,5580000.09%-0
AB Inbev(BUD)24,88124,831-50110.90%-0
ViacomCBS cl B12,79112,491-300000.11%-0
Wells Fargo(WFC)25,55725,5570110.68%-0
Lincoln Electric Holdings(LECO)3,0443,0440110.36%-0
Enovis Corp(ENOV)4,9604,9600000.17%-0
Fiserv Inc(FISV)3,9723,9720100.29%-0
Howard Hughs12,14212,1420110.59%-0
Brown Forman(BF-A)6,8046,8040000.26%-0
Credit Acceptance Corp(CACC)1,3121,3120110.40%-0
Liberty Media Sirius C8,5748,436-138000.14%-0
Boeing Company(BA)3,7053,7050110.46%-0
John Marshall Bancorp39,80039,8000110.46%-0
Lowes(LOW)5,3455,3450110.73%-0
Canadian National Railway(CNI)8,1618,1610110.58%-0
Abbott Laboratories9,2149,2140110.58%-0
United Parcel Service Inc(UPS)5,3265,3260110.54%-0
Warner Brothers Discovery,inc(WBD)71,05070,400-650110.50%-0
CSX Corp(CSX)42,68942,6890110.86%-0
Wynn Resorts(WYNN)9,4719,221-250110.56%-0
Sysco Corp(SYY)14,01313,463-550110.58%-0
Walgreens24,68924,6890110.36%-0
American Express(AXP)6,8846,8840110.67%-0
Coca Cola Co(KO)43,40343,303-100321.59%-0
Disney Company(DIS)25,21525,2150221.34%-0
Philip Morris Intl(PM)41,00141,0010442.49%-0
Mohawk Industries(MHK)12,51312,5130110.70%-0
Medtronic(MDT)24,07024,0700221.24%-0
Johnson & Johnson(JNJ)24,18324,1830442.47%-0
Idexx Labs Inc(IDXX)3,7053,7050221.06%-0
Moodys Corp(MCO)7,8657,8650321.63%-0
PepsiCo(PEP)16,12116,1210331.79%-0
Oracle Corp(ORCL)22,24222,192-50321.54%-0
McDonald's(MCD)10,56810,5680331.82%-0
Microsoft Corp(MSFT)15,09115,0910553.12%-0
Mettler Toledo Intl(MTD)1,9001,890-10221.37%-0
Raytheon Technologies Corp(RTX)27,80829,808+2,000321.40%-1
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