| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| AAlphabet Inc Class CGOOG | 32.04% | 29.19% | $347.1M | 982,250 | $282.2M | 983,712 | -1,462-0.15% | Reduce | |
 BERKSHIRE HATHAWAY INC CL ABRK.A | 29.18% | 31.35% | $316.0M | 422 | $303.1M | 422 | 00.00% | Unchanged | |
 BERKSHIRE HATHAWAY INC DELBRK.B | 22.26% | 23.89% | $241.1M | 481,920 | $230.9M | 481,920 | 00.00% | Unchanged | |
 Markel Group Inc.MKL | 11.5% | 10.97% | $124.6M | 63,793 | $106.1M | 55,430 | +8,363+15.09% | Add | |
| PPUBMATIC INC COM CL APUBM | 4.12% | 2.88% | $44.6M | 3.4M | $27.8M | 3.4M | 00.00% | Unchanged | |
| CCABLE ONE INC COMCABO | 0.89% | 1.72% | $9.7M | 182,439 | $16.6M | 182,439 | 00.00% | Unchanged |
