Historical Stock Holdings

Christopher Bloomstran - Semper Augustus

PeriodPortfolio ValueTop 20 holdings history (left to right)
2024   Q3$592 M BRK.B
Berkshire Hathaway CL B
18.50% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.84% of portfolio
 		DG
Dollar General
12.31% of portfolio
 		KGC
Kinross Gold Corp.
7.31% of portfolio
 		NEM
Newmont Corp.
5.88% of portfolio
 		DLTR
Dollar Tree Inc.
5.75% of portfolio
 		OLN
Olin Corp.
4.28% of portfolio
 		DINO
HF Sinclair Corp.
4.00% of portfolio
 		SBUX
Starbucks Corp.
3.85% of portfolio
 		PARA
Paramount Global CL B
3.04% of portfolio
 		VLO
Valero Energy
2.67% of portfolio
 		ALK
Alaska Air Group
2.66% of portfolio
 		DIS
Walt Disney Co.
2.27% of portfolio
 		CMI
Cummins Inc.
2.24% of portfolio
 		EQNR
Equinor ASA
2.05% of portfolio
 		XOM
Exxon Mobil Corp.
1.12% of portfolio
 		FIVE
Five Below Inc.
1.11% of portfolio
 		MRK
Merck & Co.
0.85% of portfolio
 		TRV
Travelers Companies Inc.
0.80% of portfolio
 		COST
Costco Co.
0.65% of portfolio
2024   Q2$559 M BRK.B
Berkshire Hathaway CL B
17.25% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.02% of portfolio
 		MCY
Mercury General Corp.
13.26% of portfolio
 		DG
Dollar General
10.41% of portfolio
 		KGC
Kinross Gold Corp.
6.92% of portfolio
 		NEM
Newmont Corp.
4.87% of portfolio
 		OLN
Olin Corp.
4.45% of portfolio
 		SBUX
Starbucks Corp.
3.20% of portfolio
 		PARA
Paramount Global CL B
3.13% of portfolio
 		DINO
HF Sinclair Corp.
2.60% of portfolio
 		ALK
Alaska Air Group
2.47% of portfolio
 		DIS
Walt Disney Co.
2.43% of portfolio
 		CMI
Cummins Inc.
2.03% of portfolio
 		DLTR
Dollar Tree Inc.
1.85% of portfolio
 		EQNR
Equinor ASA
1.38% of portfolio
 		FIVE
Five Below Inc.
1.29% of portfolio
 		XOM
Exxon Mobil Corp.
1.16% of portfolio
 		VLO
Valero Energy
1.05% of portfolio
 		MRK
Merck & Co.
0.98% of portfolio
 		TRV
Travelers Companies Inc.
0.73% of portfolio
2024   Q1$547 M BRK.B
Berkshire Hathaway CL B
17.83% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.51% of portfolio
 		MCY
Mercury General Corp.
13.16% of portfolio
 		DG
Dollar General
11.97% of portfolio
 		OLN
Olin Corp.
5.43% of portfolio
 		KGC
Kinross Gold Corp.
5.01% of portfolio
 		NEM
Newmont Corp.
3.97% of portfolio
 		PARA
Paramount Global CL B
3.18% of portfolio
 		DINO
HF Sinclair Corp.
3.03% of portfolio
 		DIS
Walt Disney Co.
2.94% of portfolio
 		ALK
Alaska Air Group
2.52% of portfolio
 		DLTR
Dollar Tree Inc.
2.22% of portfolio
 		CMI
Cummins Inc.
2.20% of portfolio
 		SBUX
Starbucks Corp.
1.94% of portfolio
 		EQNR
Equinor ASA
1.28% of portfolio
 		VLO
Valero Energy
1.25% of portfolio
 		XOM
Exxon Mobil Corp.
1.23% of portfolio
 		NXPI
NXP Semiconductors NV
1.11% of portfolio
 		MRK
Merck & Co.
1.07% of portfolio
 		TRV
Travelers Companies Inc.
0.85% of portfolio
2023   Q4$478 M BRK.B
Berkshire Hathaway CL B
17.43% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.20% of portfolio
 		DG
Dollar General
11.84% of portfolio
 		MCY
Mercury General Corp.
10.86% of portfolio
 		OLN
Olin Corp.
5.71% of portfolio
 		KGC
Kinross Gold Corp.
5.57% of portfolio
 		NEM
Newmont Corp.
5.06% of portfolio
 		DIS
Walt Disney Co.
3.79% of portfolio
 		DINO
HF Sinclair Corp.
3.17% of portfolio
 		PARA
Paramount Global CL B
2.76% of portfolio
 		DLTR
Dollar Tree Inc.
2.68% of portfolio
 		ALK
Alaska Air Group
2.57% of portfolio
 		CMI
Cummins Inc.
2.04% of portfolio
 		SBUX
Starbucks Corp.
1.93% of portfolio
 		EQNR
Equinor ASA
1.60% of portfolio
 		NXPI
NXP Semiconductors NV
1.18% of portfolio
 		XOM
Exxon Mobil Corp.
1.18% of portfolio
 		VLO
Valero Energy
1.05% of portfolio
 		MRK
Merck & Co.
1.02% of portfolio
 		TRV
Travelers Companies Inc.
0.80% of portfolio
2023   Q3$417 M BRK.B
Berkshire Hathaway CL B
19.44% of portfolio
 		BRK.A
Berkshire Hathaway CL A
16.43% of portfolio
 		DG
Dollar General
10.19% of portfolio
 		MCY
Mercury General Corp.
9.08% of portfolio
 		OLN
Olin Corp.
6.06% of portfolio
 		NEM
Newmont Corp.
4.66% of portfolio
 		KGC
Kinross Gold Corp.
4.58% of portfolio
 		DINO
HF Sinclair Corp.
3.66% of portfolio
 		PARA
Paramount Global CL B
3.60% of portfolio
 		ALK
Alaska Air Group
2.38% of portfolio
 		DIS
Walt Disney Co.
2.38% of portfolio
 		CMI
Cummins Inc.
2.24% of portfolio
 		DLTR
Dollar Tree Inc.
2.19% of portfolio
 		SBUX
Starbucks Corp.
2.08% of portfolio
 		EQNR
Equinor ASA
1.88% of portfolio
 		XOM
Exxon Mobil Corp.
1.59% of portfolio
 		VLO
Valero Energy
1.21% of portfolio
 		NXPI
NXP Semiconductors NV
1.18% of portfolio
 		MRK
Merck & Co.
1.10% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
0.82% of portfolio
2023   Q2$423 M BRK.B
Berkshire Hathaway CL B
18.91% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.79% of portfolio
 		MCY
Mercury General Corp.
9.01% of portfolio
 		OLN
Olin Corp.
6.31% of portfolio
 		DG
Dollar General
5.86% of portfolio
 		NEM
Newmont Corp.
5.25% of portfolio
 		KGC
Kinross Gold Corp.
4.71% of portfolio
 		PARA
Paramount Global CL B
4.27% of portfolio
 		DINO
HF Sinclair Corp.
3.43% of portfolio
 		ALK
Alaska Air Group
3.20% of portfolio
 		VLO
Valero Energy
2.71% of portfolio
 		DLTR
Dollar Tree Inc.
2.59% of portfolio
 		DIS
Walt Disney Co.
2.58% of portfolio
 		CMI
Cummins Inc.
2.39% of portfolio
 		SBUX
Starbucks Corp.
2.27% of portfolio
 		NXPI
NXP Semiconductors NV
1.92% of portfolio
 		XOM
Exxon Mobil Corp.
1.89% of portfolio
 		EQNR
Equinor ASA
1.64% of portfolio
 		MRK
Merck & Co.
1.21% of portfolio
 		TRV
Travelers Companies Inc.
0.83% of portfolio
2023   Q1$391 M BRK.B
Berkshire Hathaway CL B
18.43% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.43% of portfolio
 		OLN
Olin Corp.
7.54% of portfolio
 		NEM
Newmont Corp.
6.26% of portfolio
 		PARA
Paramount Global CL B
5.64% of portfolio
 		MCY
Mercury General Corp.
5.34% of portfolio
 		KGC
Kinross Gold Corp.
4.84% of portfolio
 		DG
Dollar General
4.45% of portfolio
 		DINO
HF Sinclair Corp.
3.71% of portfolio
 		VLO
Valero Energy
3.50% of portfolio
 		DIS
Walt Disney Co.
2.92% of portfolio
 		DLTR
Dollar Tree Inc.
2.74% of portfolio
 		SBUX
Starbucks Corp.
2.60% of portfolio
 		CMI
Cummins Inc.
2.53% of portfolio
 		XOM
Exxon Mobil Corp.
2.51% of portfolio
 		ALK
Alaska Air Group
2.44% of portfolio
 		NXPI
NXP Semiconductors NV
1.89% of portfolio
 		EQNR
Equinor ASA
1.66% of portfolio
 		MRK
Merck & Co.
1.21% of portfolio
 		HXL
Hexcel Corp.
1.17% of portfolio
2022   Q4$367 M BRK.B
Berkshire Hathaway CL B
19.26% of portfolio
 		BRK.A
Berkshire Hathaway CL A
13.66% of portfolio
 		OLN
Olin Corp.
9.24% of portfolio
 		NEM
Newmont Corp.
5.86% of portfolio
 		MCY
Mercury General Corp.
5.55% of portfolio
 		PARA
Paramount Global CL B
4.36% of portfolio
 		VLO
Valero Energy
4.17% of portfolio
 		DINO
HF Sinclair Corp.
3.96% of portfolio
 		KGC
Kinross Gold Corp.
3.94% of portfolio
 		XOM
Exxon Mobil Corp.
3.07% of portfolio
 		DG
Dollar General
2.95% of portfolio
 		CMI
Cummins Inc.
2.75% of portfolio
 		DLTR
Dollar Tree Inc.
2.69% of portfolio
 		DIS
Walt Disney Co.
2.68% of portfolio
 		SBUX
Starbucks Corp.
2.67% of portfolio
 		ALK
Alaska Air Group
2.62% of portfolio
 		EQNR
Equinor ASA
1.91% of portfolio
 		NXPI
NXP Semiconductors NV
1.71% of portfolio
 		MRK
Merck & Co.
1.34% of portfolio
 		HXL
Hexcel Corp.
1.14% of portfolio
2022   Q3$331 M BRK.B
Berkshire Hathaway CL B
18.41% of portfolio
 		BRK.A
Berkshire Hathaway CL A
12.54% of portfolio
 		OLN
Olin Corp.
8.32% of portfolio
 		PARA
Paramount Global CL B
5.91% of portfolio
 		NEM
Newmont Corp.
5.42% of portfolio
 		MCY
Mercury General Corp.
4.92% of portfolio
 		DINO
HF Sinclair Corp.
4.61% of portfolio
 		KGC
Kinross Gold Corp.
4.25% of portfolio
 		VLO
Valero Energy
3.93% of portfolio
 		XOM
Exxon Mobil Corp.
3.23% of portfolio
 		DG
Dollar General
3.20% of portfolio
 		DLTR
Dollar Tree Inc.
2.88% of portfolio
 		Y-OLD
Alleghany Corp.
2.81% of portfolio
 		CMI
Cummins Inc.
2.56% of portfolio
 		SBUX
Starbucks Corp.
2.52% of portfolio
 		ALK
Alaska Air Group
2.47% of portfolio
 		EQNR
Equinor ASA
1.97% of portfolio
 		DIS
Walt Disney Co.
1.92% of portfolio
 		NXPI
NXP Semiconductors NV
1.73% of portfolio
 		MRK
Merck & Co.
1.16% of portfolio
2022   Q2$338 M BRK.B
Berkshire Hathaway CL B
18.30% of portfolio
 		BRK.A
Berkshire Hathaway CL A
11.15% of portfolio
 		OLN
Olin Corp.
7.87% of portfolio
 		NEM
Newmont Corp.
7.18% of portfolio
 		PARA
Paramount Global CL B
6.99% of portfolio
 		Y-OLD
Alleghany Corp.
5.10% of portfolio
 		XOM
Exxon Mobil Corp.
4.05% of portfolio
 		KGC
Kinross Gold Corp.
3.84% of portfolio
 		DINO
HF Sinclair Corp.
3.74% of portfolio
 		VLO
Valero Energy
3.74% of portfolio
 		DLTR
Dollar Tree Inc.
3.23% of portfolio
 		DG
Dollar General
3.21% of portfolio
 		ALK
Alaska Air Group
2.40% of portfolio
 		CMI
Cummins Inc.
2.36% of portfolio
 		SBUX
Starbucks Corp.
2.24% of portfolio
 		EQNR
Equinor ASA
2.03% of portfolio
 		MCY
Mercury General Corp.
1.87% of portfolio
 		DIS
Walt Disney Co.
1.85% of portfolio
 		NXPI
NXP Semiconductors NV
1.59% of portfolio
 		MRK
Merck & Co.
1.20% of portfolio
2022   Q1$393 M BRK.B
Berkshire Hathaway CL B
18.91% of portfolio
 		BRK.A
Berkshire Hathaway CL A
10.76% of portfolio
 		OLN
Olin Corp.
9.98% of portfolio
 		PARA
Paramount Global CL B
8.71% of portfolio
 		NEM
Newmont Corp.
7.88% of portfolio
 		Y-OLD
Alleghany Corp.
7.05% of portfolio
 		KGC
Kinross Gold Corp.
3.72% of portfolio
 		XOM
Exxon Mobil Corp.
3.34% of portfolio
 		VLO
Valero Energy
3.07% of portfolio
 		DINO
HF Sinclair Corp.
2.83% of portfolio
 		DLTR
Dollar Tree Inc.
2.79% of portfolio
 		ALK
Alaska Air Group
2.28% of portfolio
 		SBUX
Starbucks Corp.
2.04% of portfolio
 		MCY
Mercury General Corp.
2.00% of portfolio
 		EQNR
Equinor ASA
1.88% of portfolio
 		CMI
Cummins Inc.
1.84% of portfolio
 		DIS
Walt Disney Co.
1.71% of portfolio
 		NXPI
NXP Semiconductors NV
1.27% of portfolio
 		HXL
Hexcel Corp.
1.08% of portfolio
 		AXP
American Express
0.98% of portfolio
2021   Q4$321 M BRK.B
Berkshire Hathaway CL B
19.73% of portfolio
 		OLN
Olin Corp.
12.87% of portfolio
 		BRK.A
Berkshire Hathaway CL A
12.09% of portfolio
 		NEM
Newmont Corp.
7.40% of portfolio
 		PARA
Paramount Global CL B
7.05% of portfolio
 		KGC
Kinross Gold Corp.
4.30% of portfolio
 		XOM
Exxon Mobil Corp.
3.04% of portfolio
 		DLTR
Dollar Tree Inc.
2.99% of portfolio
 		SBUX
Starbucks Corp.
2.86% of portfolio
 		VLO
Valero Energy
2.78% of portfolio
 		DINO
HF Sinclair Corp.
2.74% of portfolio
 		MCY
Mercury General Corp.
2.24% of portfolio
 		ALK
Alaska Air Group
2.21% of portfolio
 		CMI
Cummins Inc.
1.99% of portfolio
 		DIS
Walt Disney Co.
1.84% of portfolio
 		Y-OLD
Alleghany Corp.
1.82% of portfolio
 		NXPI
NXP Semiconductors NV
1.65% of portfolio
 		EQNR
Equinor ASA
1.62% of portfolio
 		HXL
Hexcel Corp.
1.16% of portfolio
 		AXP
American Express
1.09% of portfolio
2021   Q3$309 M BRK.B
Berkshire Hathaway CL B
19.24% of portfolio
 		BRK.A
Berkshire Hathaway CL A
11.43% of portfolio
 		OLN
Olin Corp.
11.42% of portfolio
 		PARA
Paramount Global CL B
9.78% of portfolio
 		NEM
Newmont Corp.
6.69% of portfolio
 		KGC
Kinross Gold Corp.
3.62% of portfolio
 		XOM
Exxon Mobil Corp.
3.14% of portfolio
 		DINO
HF Sinclair Corp.
2.88% of portfolio
 		SBUX
Starbucks Corp.
2.79% of portfolio
 		VLO
Valero Energy
2.67% of portfolio
 		MCY
Mercury General Corp.
2.42% of portfolio
 		ALK
Alaska Air Group
2.31% of portfolio
 		DLTR
Dollar Tree Inc.
2.14% of portfolio
 		CMI
Cummins Inc.
2.11% of portfolio
 		DIS
Walt Disney Co.
2.05% of portfolio
 		Y-OLD
Alleghany Corp.
1.73% of portfolio
 		EQNR
Equinor ASA
1.55% of portfolio
 		NXPI
NXP Semiconductors NV
1.47% of portfolio
 		HXL
Hexcel Corp.
1.36% of portfolio
 		AXP
American Express
1.19% of portfolio
2021   Q2$301 M BRK.B
Berkshire Hathaway CL B
18.99% of portfolio
 		BRK.A
Berkshire Hathaway CL A
11.81% of portfolio
 		OLN
Olin Corp.
11.27% of portfolio
 		PARA
Paramount Global CL B
9.03% of portfolio
 		NEM
Newmont Corp.
7.59% of portfolio
 		KGC
Kinross Gold Corp.
3.74% of portfolio
 		XOM
Exxon Mobil Corp.
3.44% of portfolio
 		SBUX
Starbucks Corp.
3.14% of portfolio
 		MCY
Mercury General Corp.
3.09% of portfolio
 		VLO
Valero Energy
2.79% of portfolio
 		DINO
HF Sinclair Corp.
2.73% of portfolio
 		CMI
Cummins Inc.
2.36% of portfolio
 		DIS
Walt Disney Co.
2.26% of portfolio
 		Y-OLD
Alleghany Corp.
1.88% of portfolio
 		ALK
Alaska Air Group
1.78% of portfolio
 		NXPI
NXP Semiconductors NV
1.59% of portfolio
 		HXL
Hexcel Corp.
1.47% of portfolio
 		EQNR
Equinor ASA
1.33% of portfolio
 		OXY.WS
Occidental Petroleum WTS
1.23% of portfolio
 		AXP
American Express
1.22% of portfolio
2021   Q1$265 M BRK.B
Berkshire Hathaway CL B
19.26% of portfolio
 		BRK.A
Berkshire Hathaway CL A
12.37% of portfolio
 		OLN
Olin Corp.
10.35% of portfolio
 		NEM
Newmont Corp.
7.92% of portfolio
 		MCY
Mercury General Corp.
6.83% of portfolio
 		SBUX
Starbucks Corp.
4.29% of portfolio
 		KGC
Kinross Gold Corp.
3.91% of portfolio
 		XOM
Exxon Mobil Corp.
3.34% of portfolio
 		DINO
HF Sinclair Corp.
3.05% of portfolio
 		NXPI
NXP Semiconductors NV
2.97% of portfolio
 		VLO
Valero Energy
2.90% of portfolio
 		CMI
Cummins Inc.
2.87% of portfolio
 		DIS
Walt Disney Co.
2.69% of portfolio
 		ALK
Alaska Air Group
2.40% of portfolio
 		Y-OLD
Alleghany Corp.
2.02% of portfolio
 		HXL
Hexcel Corp.
1.51% of portfolio
 		EQNR
Equinor ASA
1.38% of portfolio
 		GPC
Genuine Parts
1.34% of portfolio
 		MRK
Merck & Co.
1.28% of portfolio
 		AXP
American Express
1.22% of portfolio
2020   Q4$229 M BRK.B
Berkshire Hathaway CL B
20.25% of portfolio
 		BRK.A
Berkshire Hathaway CL A
12.93% of portfolio
 		NEM
Newmont Corp.
8.50% of portfolio
 		OLN
Olin Corp.
7.78% of portfolio
 		MCY
Mercury General Corp.
6.85% of portfolio
 		SBUX
Starbucks Corp.
4.92% of portfolio
 		KGC
Kinross Gold Corp.
4.04% of portfolio
 		DIS
Walt Disney Co.
3.06% of portfolio
 		CMI
Cummins Inc.
2.91% of portfolio
 		XOM
Exxon Mobil Corp.
2.85% of portfolio
 		NXPI
NXP Semiconductors NV
2.73% of portfolio
 		VLO
Valero Energy
2.63% of portfolio
 		DINO
HF Sinclair Corp.
2.36% of portfolio
 		Y-OLD
Alleghany Corp.
2.12% of portfolio
 		ALK
Alaska Air Group
2.09% of portfolio
 		MRK
Merck & Co.
1.58% of portfolio
 		HXL
Hexcel Corp.
1.52% of portfolio
 		EQNR
Equinor ASA
1.35% of portfolio
 		GPC
Genuine Parts
1.35% of portfolio
 		TRV
Travelers Companies Inc.
1.23% of portfolio
2020   Q3$195 M BRK.B
Berkshire Hathaway CL B
22.56% of portfolio
 		BRK.A
Berkshire Hathaway CL A
13.97% of portfolio
 		NEM
Newmont Corp.
10.23% of portfolio
 		KGC
Kinross Gold Corp.
5.51% of portfolio
 		SBUX
Starbucks Corp.
5.43% of portfolio
 		DIS
Walt Disney Co.
4.87% of portfolio
 		OLN
Olin Corp.
4.61% of portfolio
 		MCY
Mercury General Corp.
4.59% of portfolio
 		NXPI
NXP Semiconductors NV
3.32% of portfolio
 		CMI
Cummins Inc.
3.25% of portfolio
 		COST
Costco Co.
3.14% of portfolio
 		XOM
Exxon Mobil Corp.
2.52% of portfolio
 		Y-OLD
Alleghany Corp.
2.14% of portfolio
 		MRK
Merck & Co.
1.88% of portfolio
 		ALK
Alaska Air Group
1.73% of portfolio
 		GPC
Genuine Parts
1.51% of portfolio
 		HXL
Hexcel Corp.
1.24% of portfolio
 		AXP
American Express
1.18% of portfolio
 		DG
Dollar General
1.15% of portfolio
 		TRV
Travelers Companies Inc.
1.11% of portfolio
2020   Q2$177 M BRK.B
Berkshire Hathaway CL B
21.06% of portfolio
 		BRK.A
Berkshire Hathaway CL A
12.85% of portfolio
 		NEM
Newmont Corp.
10.81% of portfolio
 		SBUX
Starbucks Corp.
5.14% of portfolio
 		KGC
Kinross Gold Corp.
4.85% of portfolio
 		DIS
Walt Disney Co.
4.84% of portfolio
 		MCY
Mercury General Corp.
4.84% of portfolio
 		OLN
Olin Corp.
4.63% of portfolio
 		XOM
Exxon Mobil Corp.
3.63% of portfolio
 		NXPI
NXP Semiconductors NV
3.37% of portfolio
 		COST
Costco Co.
3.29% of portfolio
 		CMI
Cummins Inc.
3.02% of portfolio
 		Y-OLD
Alleghany Corp.
2.20% of portfolio
 		MRK
Merck & Co.
1.93% of portfolio
 		ALK
Alaska Air Group
1.90% of portfolio
 		HXL
Hexcel Corp.
1.85% of portfolio
 		GPC
Genuine Parts
1.53% of portfolio
 		TRV
Travelers Companies Inc.
1.29% of portfolio
 		AXP
American Express
1.25% of portfolio
 		DG
Dollar General
1.16% of portfolio
2020   Q1$159 M BRK.B
Berkshire Hathaway CL B
23.55% of portfolio
 		BRK.A
Berkshire Hathaway CL A
14.40% of portfolio
 		NEM
Newmont Corp.
8.91% of portfolio
 		SBUX
Starbucks Corp.
5.07% of portfolio
 		OLN
Olin Corp.
5.07% of portfolio
 		MCY
Mercury General Corp.
4.89% of portfolio
 		DIS
Walt Disney Co.
4.64% of portfolio
 		COST
Costco Co.
3.47% of portfolio
 		XOM
Exxon Mobil Corp.
3.45% of portfolio
 		KGC
Kinross Gold Corp.
3.01% of portfolio
 		NXPI
NXP Semiconductors NV
2.75% of portfolio
 		CMI
Cummins Inc.
2.66% of portfolio
 		DG
Dollar General
2.34% of portfolio
 		MRK
Merck & Co.
2.14% of portfolio
 		HXL
Hexcel Corp.
1.70% of portfolio
 		ALK
Alaska Air Group
1.67% of portfolio
 		GPC
Genuine Parts
1.33% of portfolio
 		Y-OLD
Alleghany Corp.
1.30% of portfolio
 		AXP
American Express
1.26% of portfolio
 		TRV
Travelers Companies Inc.
1.25% of portfolio
2019   Q4$186 M BRK.B
Berkshire Hathaway CL B
22.85% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.32% of portfolio
 		NEM
Newmont Corp.
6.77% of portfolio
 		SBUX
Starbucks Corp.
5.41% of portfolio
 		DG
Dollar General
4.45% of portfolio
 		XOM
Exxon Mobil Corp.
4.28% of portfolio
 		SWKS
Skyworks Solutions Inc.
3.86% of portfolio
 		NXPI
NXP Semiconductors NV
3.57% of portfolio
 		COST
Costco Co.
3.05% of portfolio
 		CMI
Cummins Inc.
2.84% of portfolio
 		MCY
Mercury General Corp.
2.82% of portfolio
 		KGC
Kinross Gold Corp.
2.78% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
2.45% of portfolio
 		HXL
Hexcel Corp.
2.43% of portfolio
 		AVX
AVX Corp.
2.27% of portfolio
 		MRK
Merck & Co.
2.08% of portfolio
 		OLN
Olin Corp.
2.01% of portfolio
 		DIS
Walt Disney Co.
1.69% of portfolio
 		TRV
Travelers Companies Inc.
1.47% of portfolio
 		AXP
American Express
1.38% of portfolio
2019   Q3$175 M BRK.B
Berkshire Hathaway CL B
22.38% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.00% of portfolio
 		NEM
Newmont Corp.
6.31% of portfolio
 		SBUX
Starbucks Corp.
5.79% of portfolio
 		DG
Dollar General
4.90% of portfolio
 		XOM
Exxon Mobil Corp.
4.58% of portfolio
 		MCY
Mercury General Corp.
3.45% of portfolio
 		NXPI
NXP Semiconductors NV
3.32% of portfolio
 		COST
Costco Co.
3.24% of portfolio
 		HXL
Hexcel Corp.
2.91% of portfolio
 		KGC
Kinross Gold Corp.
2.87% of portfolio
 		SWKS
Skyworks Solutions Inc.
2.77% of portfolio
 		CMI
Cummins Inc.
2.76% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
2.39% of portfolio
 		OLN
Olin Corp.
2.33% of portfolio
 		MRK
Merck & Co.
2.05% of portfolio
 		AVX
AVX Corp.
1.84% of portfolio
 		TRV
Travelers Companies Inc.
1.70% of portfolio
 		DIS
Walt Disney Co.
1.63% of portfolio
 		AXP
American Express
1.40% of portfolio
2019   Q2$169 M BRK.B
Berkshire Hathaway CL B
22.90% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.84% of portfolio
 		NEM
Newmont Corp.
6.57% of portfolio
 		SBUX
Starbucks Corp.
5.66% of portfolio
 		XOM
Exxon Mobil Corp.
4.99% of portfolio
 		DG
Dollar General
4.36% of portfolio
 		MCY
Mercury General Corp.
4.00% of portfolio
 		COST
Costco Co.
3.06% of portfolio
 		NXPI
NXP Semiconductors NV
3.05% of portfolio
 		CMI
Cummins Inc.
2.98% of portfolio
 		HXL
Hexcel Corp.
2.95% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
2.85% of portfolio
 		SWKS
Skyworks Solutions Inc.
2.77% of portfolio
 		KGC
Kinross Gold Corp.
2.50% of portfolio
 		MRK
Merck & Co.
2.12% of portfolio
 		AVX
AVX Corp.
2.01% of portfolio
 		DIS
Walt Disney Co.
1.78% of portfolio
 		TRV
Travelers Companies Inc.
1.77% of portfolio
 		AXP
American Express
1.49% of portfolio
 		EQNR
Equinor ASA
1.35% of portfolio
2019   Q1$163 M BRK.B
Berkshire Hathaway CL B
22.37% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.73% of portfolio
 		SBUX
Starbucks Corp.
7.89% of portfolio
 		XOM
Exxon Mobil Corp.
5.45% of portfolio
 		MCY
Mercury General Corp.
4.71% of portfolio
 		DG
Dollar General
4.04% of portfolio
 		NEM
Newmont Corp.
3.84% of portfolio
 		SWKS
Skyworks Solutions Inc.
2.99% of portfolio
 		COST
Costco Co.
2.90% of portfolio
 		NXPI
NXP Semiconductors NV
2.86% of portfolio
 		CMI
Cummins Inc.
2.84% of portfolio
 		HXL
Hexcel Corp.
2.75% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
2.63% of portfolio
 		GG
Goldcorp Inc.
2.58% of portfolio
 		KGC
Kinross Gold Corp.
2.29% of portfolio
 		MRK
Merck & Co.
2.18% of portfolio
 		TRV
Travelers Companies Inc.
1.69% of portfolio
 		AVX
AVX Corp.
1.56% of portfolio
 		EQNR
Equinor ASA
1.46% of portfolio
 		DIS
Walt Disney Co.
1.46% of portfolio
2018   Q4$156 M BRK.B
Berkshire Hathaway CL B
23.74% of portfolio
 		BRK.A
Berkshire Hathaway CL A
16.71% of portfolio
 		SBUX
Starbucks Corp.
7.15% of portfolio
 		MCY
Mercury General Corp.
5.02% of portfolio
 		XOM
Exxon Mobil Corp.
4.91% of portfolio
 		DG
Dollar General
3.89% of portfolio
 		NEM
Newmont Corp.
3.88% of portfolio
 		USG
USG Corp.
3.57% of portfolio
 		COST
Costco Co.
2.55% of portfolio
 		CMI
Cummins Inc.
2.51% of portfolio
 		NXPI
NXP Semiconductors NV
2.48% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
2.43% of portfolio
 		HXL
Hexcel Corp.
2.39% of portfolio
 		GG
Goldcorp Inc.
2.31% of portfolio
 		KGC
Kinross Gold Corp.
2.26% of portfolio
 		MRK
Merck & Co.
2.10% of portfolio
 		NKE
NIKE Inc.
1.85% of portfolio
 		TRV
Travelers Companies Inc.
1.54% of portfolio
 		DIS
Walt Disney Co.
1.51% of portfolio
 		EQNR
Equinor ASA
1.47% of portfolio
2018   Q3$173 M BRK.B
Berkshire Hathaway CL B
22.73% of portfolio
 		BRK.A
Berkshire Hathaway CL A
15.87% of portfolio
 		SBUX
Starbucks Corp.
5.79% of portfolio
 		XOM
Exxon Mobil Corp.
5.59% of portfolio
 		MCY
Mercury General Corp.
4.47% of portfolio
 		SMHI
SEACOR Marine Holdings Inc.
4.29% of portfolio
 		USG
USG Corp.
3.70% of portfolio
 		DG
Dollar General
3.63% of portfolio
 		SNY
Sanofi Aventis
3.18% of portfolio
 		NEM
Newmont Corp.
3.06% of portfolio
 		COST
Costco Co.
2.68% of portfolio
 		HXL
Hexcel Corp.
2.56% of portfolio
 		CMI
Cummins Inc.
2.53% of portfolio
 		GG
Goldcorp Inc.
2.24% of portfolio
 		NKE
NIKE Inc.
1.94% of portfolio
 		EQNR
Equinor ASA
1.79% of portfolio
 		MRK
Merck & Co.
1.75% of portfolio
 		KGC
Kinross Gold Corp.
1.72% of portfolio
 		TRV
Travelers Companies Inc.
1.50% of portfolio
 		NXPI
NXP Semiconductors NV
1.50% of portfolio