ESSEX, MA
Allocation by class
Portfolio Concentration
Top 3 weight
38.8%
Top 10 weight
72.3%
Voting Authority Distribution
Total shares with voting rights: 2.37M
Full voting authority
2.37M
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 |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 165.97K | SH | $47.61M 15.69% | 165.97K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 99.86K | SH | $37.12M 12.23% | 99.86K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 1.36M | SH | $33.15M 10.93% | 1.36M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 23.22K | SH | $26.91M 8.87% | 23.22K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 137.24K | SH | $16.07M 5.29% | 137.24K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.16K | SH | $14.45M 4.76% | 30.16K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 59.47K | SH | $12.39M 4.08% | 59.47K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 22.88K | SH | $11.43M 3.77% | 22.88K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 28.73K | SH | $10.28M 3.39% | 28.73K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.70K | SH | $9.82M 3.24% | 38.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.20K | SH | $8.13M 2.68% | 14.20K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 45.04K | SH | $7.19M 2.37% | 45.04K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 13.83K | SH | $6.03M 1.99% | 13.83K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 10.15K | SH | $5.72M 1.88% | 10.15K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 16.04K | SH | $4.85M 1.60% | 16.04K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 44.12K | SH | $4.15M 1.37% | 44.12K | 0.00 | 0.00 |
MARKEL GROUP INCSOLE | COM | 2.07K | SH | $3.96M 1.30% | 2.07K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.38K | SH | $3.33M 1.10% | 10.38K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 5.04K | SH | $3.28M 1.08% | 5.04K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.32K | SH | $3.06M 1.01% | 13.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.98K | SH | $2.96M 0.97% | 7.98K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 31.43K | SH | $2.29M 0.75% | 31.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 3.00 | SH | $2.15M 0.71% | 3.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 8.19K | SH | $1.99M 0.66% | 8.19K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 20.26K | SH | $1.73M 0.57% | 20.26K | 0.00 | 0.00 |