 BERKSHIRE HATHAWAY INC DELBRK.B |
| 6.64% | 6.02% | $30.9M | 61,850 | $28.6M | 59,707 | +2,143+3.59% | Add |
 Markel Group Inc.MKL |
| 5.72% | 5.41% | $26.7M | 13,657 | $25.7M | 13,433 | +224+1.67% | Add |
| AAlphabet Inc Class CGOOG |
| 4.8% | 3.88% | $22.4M | 63,278 | $18.4M | 64,270 | -992-1.54% | Reduce |
 SCHWAB CHARLES CORPSCHW |
| 3.56% | 3.49% | $16.6M | 179,671 | $16.6M | 176,250 | +3,421+1.94% | Add |
 CANNAE HLDGS INCCNNE |
| 2.97% | 2.28% | $13.8M | 960,109 | $10.8M | 954,190 | +5,919+0.62% | Add |
 APPLE INCAAPL |
| 2.93% | 2.51% | $13.7M | 47,180 | $11.9M | 46,960 | +220+0.47% | Add |
| FFISERV INCFISV |
| 2.57% | 2.64% | $12.0M | 244,684 | $12.5M | 224,501 | +20,183+8.99% | Add |
 WELLS FARGO CO NEWWFC |
| 2.5% | 2.31% | $11.7M | 141,178 | $11.0M | 137,815 | +3,363+2.44% | Add |
 VIATRIS INCVTRS |
| 2.29% | 1.92% | $10.7M | 672,250 | $9.1M | 674,632 | -2,382-0.35% | Reduce |
 PEPSICO INCPEP |
| 2.22% | 2.49% | $10.4M | 76,601 | $11.8M | 76,129 | +472+0.62% | Add |
| CCITIGROUP INCC |
| 1.86% | 1.49% | $8.7M | 61,847 | $7.1M | 62,384 | -537-0.86% | Reduce |
 AMAZON COM INCAMZN |
| 1.64% | 1.48% | $7.6M | 31,986 | $7.0M | 33,776 | -1,790-5.30% | Reduce |
 VISA INCV |
| 1.63% | 1.41% | $7.6M | 22,114 | $6.7M | 22,178 | -64-0.29% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.6% | 1.53% | $7.5M | 14,547 | $7.2M | 14,496 | +51+0.35% | Add |
 DIAGEO PLC SPON ADR NEWDEO |
| 1.6% | 1.52% | $7.5M | 92,840 | $7.2M | 97,075 | -4,235-4.36% | Reduce |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 1.58% | 1.47% | $7.4M | 119,094 | $7.0M | 119,580 | -486-0.41% | Reduce |
 INVESCO LTDIVZ |
| 1.42% | 1.29% | $6.6M | 251,429 | $6.1M | 252,999 | -1,570-0.62% | Reduce |
 SALESFORCE INCCRM |
| 1.42% | 1.24% | $6.6M | 42,243 | $5.9M | 31,545 | +10,698+33.91% | Add |
 MICROSOFT CORPMSFT |
| 1.4% | 1.37% | $6.5M | 17,480 | $6.5M | 17,579 | -99-0.56% | Reduce |
 CENTENE CORP DEL COMCNC |
| 1.33% | 0.67% | $6.2M | 96,481 | $3.2M | 97,055 | -574-0.59% | Reduce |
 HERSHEY CO COMHSY |
| 1.33% | 1.56% | $6.2M | 35,266 | $7.4M | 35,547 | -281-0.79% | Reduce |
 MARATHON PETE CORPMPC |
| 1.32% | 1.25% | $6.2M | 24,149 | $5.9M | 24,220 | -71-0.29% | Reduce |
 JEFFERIES FINANCIAL GROUP INJEF |
| 1.31% | 1.07% | $6.1M | 122,355 | $5.1M | 122,632 | -277-0.23% | Reduce |
 AFFILIATED MANAGERS GROUPAMG |
| 1.31% | 1.06% | $6.1M | 18,047 | $5.0M | 18,192 | -145-0.80% | Reduce |
| PPARAMOUNT SKYDANCE CORPPSKY |
| 1.3% | 1.15% | $6.1M | 616,998 | $5.5M | 606,400 | +10,598+1.75% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 1.13% | 0.9% | $5.3M | 21,892 | $4.3M | 22,639 | -747-3.30% | Reduce |
 3M CO COMMMM |
| 1.11% | 0.99% | $5.2M | 32,104 | $4.7M | 32,372 | -268-0.83% | Reduce |
 TARGET CORP COMTGT |
| 1.09% | 1% | $5.1M | 38,937 | $4.7M | 39,089 | -152-0.39% | Reduce |
 MEDTRONIC PLCMDT |
| 1.06% | 1.16% | $5.0M | 63,386 | $5.5M | 63,658 | -272-0.43% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 1.04% | 1.35% | $4.8M | 99,392 | $6.4M | 98,845 | +547+0.55% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 1.01% | 1% | $4.7M | 63,447 | $4.7M | 63,038 | +409+0.65% | Add |
| HHF SINCLAIR CORPDINO |
| 0.98% | 0.87% | $4.6M | 65,787 | $4.1M | 66,166 | -379-0.57% | Reduce |
| JJACKSON FINANCIAL INCJXN |
| 0.97% | 1.04% | $4.5M | 44,386 | $4.9M | 46,610 | -2,224-4.77% | Reduce |
 DISNEY WALT CODIS |
| 0.96% | 0.95% | $4.5M | 46,398 | $4.5M | 46,825 | -427-0.91% | Reduce |
 CONSTELLATION BRANDS INCSTZ |
| 0.94% | 0.96% | $4.4M | 31,480 | $4.6M | 30,453 | +1,027+3.37% | Add |
| SSCHWAB USSCHX |
| 0.85% | 0.76% | $4.0M | 134,362 | $3.6M | 141,707 | -7,345-5.18% | Reduce |
 DANAHER CORP DEL COMDHR |
| 0.85% | — | $4.0M | 20,743 | $0 | 0 | +20,743 | New Buy |
| PPETROLEO BRASILEIRO S APBR |
| 0.84% | 1.05% | $3.9M | 240,964 | $5.0M | 240,944 | +20+0.01% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 0.82% | 0.7% | $3.8M | 117,248 | $3.3M | 125,420 | -8,172-6.52% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.81% | 0.52% | $3.8M | 9,075 | $2.5M | 9,151 | -76-0.83% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.81% | 1.02% | $3.8M | 39,242 | $4.8M | 38,580 | +662+1.72% | Add |
 META PLATFORMS INCMETA |
| 0.78% | 0.82% | $3.6M | 6,473 | $3.9M | 6,846 | -373-5.45% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.77% | 0.61% | $3.6M | 17,969 | $2.9M | 16,687 | +1,282+7.68% | Add |
 SLB LIMITEDSLB |
| 0.75% | 0.81% | $3.5M | 75,244 | $3.9M | 74,949 | +295+0.39% | Add |
 PRICE T ROWE GROUP INC COMTROW |
| 0.73% | 0.56% | $3.4M | 29,888 | $2.7M | 29,597 | +291+0.98% | Add |
| BBANK OF AMER CORPBAC |
| 0.69% | 0.58% | $3.2M | 56,354 | $2.7M | 56,407 | -53-0.09% | Reduce |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.66% | 0.69% | $3.1M | 53,476 | $3.3M | 53,711 | -235-0.44% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 0.65% | 0.47% | $3.0M | 17,386 | $2.2M | 18,900 | -1,514-8.01% | Reduce |
| KKKR & CO INC COMKKR |
| 0.62% | — | $2.9M | 31,404 | $0 | 0 | +31,404 | New Buy |
 NETFLIX INCNFLX |
| 0.62% | 0.4% | $2.9M | 40,343 | $1.9M | 19,790 | +20,553+103.86% | Add |
