GRAHAM HLDGS COGHC |
| 19.57% | 18.83% | $178.5M | 156,376 | $164.0M | 155,071 | +1,305+0.84% | Add |
WHITE MTNS INS GROUP LTDWTM |
| 18.2% | 19.88% | $166.0M | 80,067 | $173.1M | 78,795 | +1,272+1.61% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 14.45% | 13.31% | $131.8M | 263,465 | $115.9M | 241,892 | +21,573+8.92% | Add |
| PPEOPLE INCPPLI |
| 5.71% | 5.15% | $52.1M | 1.1M | $44.8M | 1.1M | +8,494+0.76% | Add |
U HAUL HOLDING COMPANYSCL |
| 3.53% | 2.78% | $32.2M | 557,360 | $24.2M | 541,890 | +15,470+2.85% | Add |
SEABOARD CORP DELSEB |
| 3.36% | 4.8% | $30.7M | 6,871 | $41.8M | 7,396 | -525-7.10% | Reduce |
LOEWS CORPL |
| 3.03% | 3.15% | $27.7M | 244,525 | $27.5M | 257,326 | -12,801-4.97% | Reduce |
JOHNSON & JOHNSONJNJ |
| 2.93% | 3.32% | $26.7M | 105,306 | $28.9M | 118,370 | -13,064-11.04% | Reduce |
MOHAWK INDS INCMHK |
| 2.91% | 2.42% | $26.5M | 218,805 | $21.0M | 213,765 | +5,040+2.36% | Add |
AFFILIATED MANAGERS GROUPAMG |
| 2.16% | 2% | $19.7M | 58,334 | $17.4M | 62,874 | -4,540-7.22% | Reduce |
MOLSON COORS BEVERAGE CO CL BTAP |
| 1.9% | 2.26% | $17.4M | 445,346 | $19.7M | 456,424 | -11,078-2.43% | Reduce |
INGLES MKTS INCIMKTA |
| 1.87% | 1.99% | $17.0M | 192,195 | $17.3M | 192,307 | -112-0.06% | Reduce |
CNX RES CORPCNX |
| 1.85% | 1.88% | $16.9M | 496,627 | $16.3M | 423,572 | +73,055+17.25% | Add |
POST HLDGS INCPOST |
| 1.8% | 1.34% | $16.5M | 186,530 | $11.7M | 118,168 | +68,362+57.85% | Add |
REPUBLIC SVCS INCRSG |
| 1.8% | 2.02% | $16.5M | 77,246 | $17.5M | 80,129 | -2,883-3.60% | Reduce |
LIBERTY GLOBAL LTDLBTYA |
| 1.67% | 1.79% | $15.3M | 1.3M | $15.6M | 1.3M | +55,076+4.28% | Add |
| HHEARTLAND EXPRESS INCHTLD |
| 1.61% | 1.16% | $14.7M | 965,007 | $10.1M | 971,067 | -6,060-0.62% | Reduce |
ZOETIS INC CL AZTS |
| 1.55% | 0.05% | $14.2M | 197,251 | $412,671 | 3,491 | +193,760+5,550.27% | Add |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.32% | 1.19% | $12.1M | 200,651 | $10.3M | 181,557 | +19,094+10.52% | Add |
JOHNSON OUTDOORS INCJOUT |
| 1.25% | 1.33% | $11.4M | 248,207 | $11.6M | 248,842 | -635-0.26% | Reduce |
| LLIBERTY CAP CORP SER C GCI GROUPGLIBK |
| 1.16% | 2.22% | $10.6M | 492,557 | $19.3M | 518,999 | -26,442-5.09% | Reduce |
APPLE INCAAPL |
| 0.41% | 0.36% | $3.8M | 12,969 | $3.1M | 12,345 | +624+5.05% | Add |
PROCTER & GAMBLE COPG |
| 0.39% | 0.41% | $3.5M | 24,139 | $3.5M | 24,562 | -423-1.72% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.27% | $3.3M | 9,462 | $2.4M | 8,245 | +1,217+14.76% | Add |
LIBERTY GLOBAL LTDLBTYK |
| 0.35% | 0.45% | $3.2M | 289,811 | $3.9M | 336,000 | -46,189-13.75% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.33% | 1.15% | $3.0M | 4 | $10.1M | 14 | -10-71.43% | Reduce |
U HAUL HOLDING COMPANYUHAL |
| 0.32% | 0.26% | $3.0M | 45,170 | $2.2M | 46,645 | -1,475-3.16% | Reduce |
COCA COLA COKO |
| 0.23% | 0.33% | $2.1M | 26,328 | $2.9M | 37,940 | -11,612-30.61% | Reduce |
LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.2% | 0.35% | $1.8M | 54,758 | $3.1M | 61,213 | -6,455-10.55% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.18% | 0.23% | $1.6M | 2,205 | $2.0M | 3,052 | -847-27.75% | Reduce |
SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.17% | 0.14% | $1.6M | 53,407 | $1.2M | 53,384 | +23+0.04% | Add |
MERCK & CO INCMRK |
| 0.17% | 0.23% | $1.5M | 11,829 | $2.0M | 16,765 | -4,936-29.44% | Reduce |
| TTRIPADVISOR INCTRIP |
| 0.16% | 0.19% | $1.5M | 108,543 | $1.7M | 155,585 | -47,042-30.24% | Reduce |
MONDELEZ INTL INC CL AMDLZ |
| 0.16% | 0.18% | $1.5M | 25,697 | $1.6M | 27,895 | -2,198-7.88% | Reduce |
MICROSOFT CORPMSFT |
| 0.16% | 0.14% | $1.5M | 3,954 | $1.3M | 3,377 | +577+17.09% | Add |
ALPHABET INCGOOGL |
| 0.16% | 0.12% | $1.5M | 4,059 | $1.0M | 3,602 | +457+12.69% | Add |
VISA INCV |
| 0.16% | 0.12% | $1.4M | 4,222 | $1.0M | 3,397 | +825+24.29% | Add |
MASTERCARD INCORPORATEDMA |
| 0.14% | 0.14% | $1.3M | 2,478 | $1.2M | 2,478 | 00.00% | Unchanged |
HERSHEY CO COMHSY |
| 0.13% | 0.17% | $1.2M | 6,835 | $1.5M | 7,005 | -170-2.43% | Reduce |
LIBERTY LIVE HOLDINGS INCLLYVK |
| 0.13% | 0.12% | $1.2M | 11,330 | $1.1M | 11,380 | -50-0.44% | Reduce |
EXXON MOBIL CORPXOM |
| 0.13% | 0.18% | $1.2M | 8,442 | $1.5M | 9,016 | -574-6.37% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.13% | 0.08% | $1.2M | 3,515 | $703,182 | 2,390 | +1,125+47.07% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.11% | 0.1% | $1.0M | 1,492 | $873,255 | 1,461 | +31+2.12% | Add |
PHILIP MORRIS INTL INCPM |
| 0.11% | 0.07% | $1.0M | 5,639 | $580,509 | 3,511 | +2,128+60.61% | Add |
UNITEDHEALTH GROUP INCUNH |
| 0.1% | 0.07% | $880,720 | 2,119 | $573,380 | 2,119 | 00.00% | Unchanged |
ELI LILLY & COLLY |
| 0.1% | 0.05% | $867,188 | 723 | $427,693 | 465 | +258+55.48% | Add |
COLGATE PALMOLIVE COCL |
| 0.09% | 0.09% | $800,825 | 8,735 | $819,486 | 9,615 | -880-9.15% | Reduce |
CLOROX CO DELCLX |
| 0.09% | 0.11% | $784,135 | 8,216 | $1.0M | 9,651 | -1,435-14.87% | Reduce |
| CCABLE ONE INC COMCABO |
| 0.07% | 0.12% | $614,319 | 11,567 | $1.1M | 11,799 | -232-1.97% | Reduce |
HINGHAM INSTN SVGS MASS COMHIFS |
| 0.07% | 0.03% | $614,300 | 2,000 | $285,840 | 1,000 | +1,000+100.00% | Add |