 伯克希尔哈撒韦BRK.B |
| 19.56% | 20.63% | $6,213.4万 | 12.4万股 | $5,921.3万 | 12.4万股 | +606股+0.49% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 14.16% | 12.73% | $4,499.3万 | 12.7万股 | $3,652.9万 | 12.7万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 7.59% | 7.19% | $2,413.0万 | 42.3万股 | $2,064.5万 | 42.3万股 | 00.00% | 持仓不变 |
 JEFFERIES FINANCIAL INJEF |
| 7.02% | 6.4% | $2,228.8万 | 44.6万股 | $1,835.8万 | 44.5万股 | +1,105股+0.25% | 加仓 |
 LENNARLEN |
| 6.44% | 5.32% | $2,046.9万 | 22.9万股 | $1,526.6万 | 18.5万股 | +4.3万股+23.37% | 加仓 |
 德文能源DVN |
| 5.89% | 7.97% | $1,871.6万 | 45.3万股 | $2,286.8万 | 45.4万股 | -1,500股-0.33% | 减仓 |
 CHUBB LIMITEDCB |
| 5.83% | 6.17% | $1,851.5万 | 5.4万股 | $1,771.0万 | 5.4万股 | 00.00% | 持仓不变 |
 ARROW ELECTRSARW |
| 4.69% | 3.49% | $1,491.0万 | 7.0万股 | $1,001.9万 | 7.0万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 4.66% | 4.9% | $1,479.1万 | 34.7万股 | $1,405.4万 | 34.7万股 | 00.00% | 持仓不变 |
 LENNAR CORP CLASS BLEN |
| 4.63% | 4.88% | $1,472.5万 | 16.6万股 | $1,400.1万 | 16.6万股 | -450股-0.27% | 减仓 |
 PROGRESSIVEPGR |
| 4.24% | 3.97% | $1,347.2万 | 6.2万股 | $1,138.8万 | 5.7万股 | +4,223股+7.35% | 加仓 |
| KKKR & COMKKR |
| 4.13% | 4.62% | $1,313.4万 | 14.3万股 | $1,325.6万 | 14.3万股 | -200股-0.14% | 减仓 |
 ASBURY AUTOMOTIVEABG |
| 3.57% | 2.98% | $1,135.1万 | 5.6万股 | $855.1万 | 4.4万股 | +1.3万股+29.00% | 加仓 |
 Markel Group Inc.MKL |
| 1.93% | 1.95% | $613.6万 | 3,142股 | $559.3万 | 2,922股 | +220股+7.53% | 加仓 |
 HESS MIDSTREAM LP CL A SHSHESM |
| 1.58% | 1.82% | $502.8万 | 13.4万股 | $521.8万 | 13.4万股 | -500股-0.37% | 减仓 |
 西方石油OXY |
| 1.27% | 2.31% | $404.0万 | 15.2万股 | $663.7万 | 15.5万股 | -3,000股-1.94% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.88% | 0.81% | $279.6万 | 1.7万股 | $231.6万 | 1.7万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.82% | 0.82% | $261.9万 | 8,000股 | $235.3万 | 8,000股 | 00.00% | 持仓不变 |
 Camden地产CPT |
| 0.32% | 0.3% | $100.5万 | 8,775股 | $85.7万 | 8,775股 | 00.00% | 持仓不变 |
| GGLOBAL INDUSTRIALGIC |
| 0.31% | 0.36% | $98.9万 | 3.0万股 | $104.0万 | 3.3万股 | -3,440股-10.43% | 减仓 |
 LOARLOAR |
| 0.25% | 0.2% | $80.6万 | 1.0万股 | $57.3万 | 1.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.13% | 0.11% | $41.0万 | 1,146股 | $33.0万 | 1,146股 | 00.00% | 持仓不变 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.08% | 0.09% | $25.4万 | 5,673股 | $25.2万 | 5,673股 | 00.00% | 持仓不变 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| <0.01% | <0.01% | $8,703 | 204股 | $8,446 | 204股 | 00.00% | 持仓不变 |
