ALEXANDRIA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
31.2%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 15.35M
Full voting authority
15.35M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 244.11K | SH | $90.36M 11.01% | 244.11K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 45.83K | SH | $87.73M 10.69% | 45.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 375.27K | SH | $78.16M 9.53% | 375.27K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | CL A | 415.35K | SH | $71.68M 8.74% | 415.35K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 749.70K | SH | $69.20M 8.43% | 749.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 228.87K | SH | $58.09M 7.08% | 228.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 108.94K | SH | $52.20M 6.36% | 108.94K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.11M | SH | $36.82M 4.49% | 1.11M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 65.07K | SH | $32.51M 3.96% | 65.07K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 126.64K | SH | $30.78M 3.75% | 126.64K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 973.26K | SH | $23.47M 2.86% | 973.26K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 841.10K | SH | $21.94M 2.67% | 841.10K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 230.15K | SH | $21.10M 2.57% | 230.15K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 31.95K | SH | $19.31M 2.35% | 31.95K | 0.00 | 0.00 |
BOK FINL CORPSOLE | COM NEW | 124.96K | SH | $16.00M 1.95% | 124.96K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.08K | SH | $12.41M 1.51% | 41.08K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 186.89K | SH | $10.67M 1.30% | 186.89K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 61.75K | SH | $10.63M 1.30% | 61.75K | 0.00 | 0.00 |
ENERGY TRANSFER LPSOLE | COM UT LTD PTN | 451.33K | SH | $8.71M 1.06% | 451.33K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 817.75K | SH | $8.23M 1.00% | 817.75K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 1.46M | SH | $5.57M 0.68% | 1.46M | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 145.19K | SH | $4.87M 0.59% | 145.19K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LPSOLE | COM | 125.48K | SH | $4.75M 0.58% | 125.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.31M 0.53% | 6.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.77K | SH | $3.09M 0.38% | 10.77K | 0.00 | 0.00 |