ALEXANDRIA, VA
Allocation by class
Portfolio Concentration
Top 3 weight
31.9%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 15.27M
Full voting authority
15.27M
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 | 239.60K | SH | $89.38M 10.89% | 239.60K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 44.21K | SH | $86.35M 10.52% | 44.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 360.57K | SH | $85.94M 10.47% | 360.57K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 731.15K | SH | $67.33M 8.20% | 731.15K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | CL A | 407.12K | SH | $66.59M 8.11% | 407.12K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 215.16K | SH | $62.26M 7.59% | 215.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 107.11K | SH | $53.60M 6.53% | 107.11K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 63.77K | SH | $32.75M 3.99% | 63.77K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.08M | SH | $30.48M 3.71% | 1.08M | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 135.58K | SH | $27.80M 3.39% | 135.58K | 0.00 | 0.00 |
WAYSTAR HLDG CORPSOLE | COM | 1.14M | SH | $23.50M 2.86% | 1.14M | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 228.01K | SH | $19.74M 2.41% | 228.01K | 0.00 | 0.00 |
BOK FINL CORPSOLE | COM NEW | 124.02K | SH | $17.22M 2.10% | 124.02K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCSOLE | COM | 811.73K | SH | $16.78M 2.04% | 811.73K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 31.38K | SH | $15.98M 1.95% | 31.38K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40.21K | SH | $13.79M 1.68% | 40.21K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 1.47M | SH | $12.79M 1.56% | 1.47M | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 61.98K | SH | $10.94M 1.33% | 61.98K | 0.00 | 0.00 |
MPLX LPSOLE | COM UNIT REP LTD | 185.37K | SH | $10.44M 1.27% | 185.37K | 0.00 | 0.00 |
ENERGY TRANSFER LPSOLE | COM UT LTD PTN | 450.37K | SH | $8.61M 1.05% | 450.37K | 0.00 | 0.00 |
ENERGY RECOVERY INCSOLE | COM | 693.89K | SH | $6.26M 0.76% | 693.89K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 145.13K | SH | $4.64M 0.57% | 145.13K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LPSOLE | COM | 125.48K | SH | $4.61M 0.56% | 125.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.49M 0.55% | 6.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10.97K | SH | $3.88M 0.47% | 10.97K | 0.00 | 0.00 |