Filed: 7/23/2025ACC: 0001214659-25-010775
📋 What this filing means
MRAZ, AMERINE & ASSOCIATES, INC. filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $623.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$623.45M
Total AUM (reported)
9.80M
Total Shares
Allocation by class
COM$305.20M49.0%
CL B NEW$80.18M12.9%
STOCK$53.65M8.6%
HENDRSON AAA CL$18.26M2.9%
SHS$17.95M2.9%
US SML CP VALU$14.82M2.4%
CL A LTD VT SH$14.22M2.3%
Portfolio Concentration
Top 3$179.93M28.9%
4–10$182.13M29.2%
11–25$103.97M16.7%
Rest$157.42M25.3%
Top 3 weight
28.9%
Top 10 weight
58.1%
Voting Authority Distribution
Total shares with voting rights: 9.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole191
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings191
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares164.33K
TypeSH
Market value$79.83M
12.80%
Sole
0.00
Shared
0.00
None
164.33K
FAIRFAX FINL HLDGS LTD SUB VTG
SOLEShares29.70K
TypeSH
Market value$53.65M
8.61%
Sole
0.00
Shared
0.00
None
29.70K
BERKLEY W R CORP
SOLEShares632.21K
TypeSH
Market value$46.45M
7.45%
Sole
0.00
Shared
0.00
None
632.21K
WHITE MTNS INS GROUP LTD
SOLEShares21.58K
TypeSH
Market value$38.74M
6.21%
Sole
0.00
Shared
0.00
None
21.58K
MARKEL GROUP INC
SOLEShares18.89K
TypeSH
Market value$37.72M
6.05%
Sole
0.00
Shared
0.00
None
18.89K
JEFFERIES FINL GROUP INC
SOLEShares571.33K
TypeSH
Market value$31.25M
5.01%
Sole
0.00
Shared
0.00
None
571.33K
LOEWS CORP
SOLEShares258.87K
TypeSH
Market value$23.73M
3.81%
Sole
0.00
Shared
0.00
None
258.87K
JANUS DETROIT STR TR
SOLEShares359.78K
TypeSH
Market value$18.26M
2.93%
Sole
0.00
Shared
0.00
None
359.77K
ENSTAR GROUP LIMITED
SOLEShares52.36K
TypeSH
Market value$17.61M
2.83%
Sole
0.00
Shared
0.00
None
52.36K
AMERICAN CENTY ETF TR
SOLEShares162.65K
TypeSH
Market value$14.82M
2.38%
Sole
0.00
Shared
0.00
None
162.65K
BROOKFIELD CORP
SOLEShares229.85K
TypeSH
Market value$14.22M
2.28%
Sole
0.00
Shared
0.00
None
229.85K
DIMENSIONAL ETF TRUST
SOLEShares236.07K
TypeSH
Market value$10.11M
1.62%
Sole
0.00
Shared
0.00
None
236.07K
AMERICAN CENTY ETF TR
SOLEShares123.43K
TypeSH
Market value$9.79M
1.57%
Sole
0.00
Shared
0.00
None
123.43K
WISDOMTREE TR
SOLEShares187.94K
TypeSH
Market value$9.46M
1.52%
Sole
0.00
Shared
0.00
None
187.94K
MICROSOFT CORP
SOLEShares18.72K
TypeSH
Market value$9.31M
1.49%
Sole
0.00
Shared
0.00
None
18.72K
CREDIT ACCEP CORP MICH
SOLEShares13.32K
TypeSH
Market value$6.79M
1.09%
Sole
0.00
Shared
0.00
None
13.32K
CANADIAN NAT RES LTD
SOLEShares209.65K
TypeSH
Market value$6.58M
1.06%
Sole
0.00
Shared
0.00
None
209.65K
ANTERO RESOURCES CORP
SOLEShares144.66K
TypeSH
Market value$5.83M
0.93%
Sole
0.00
Shared
0.00
None
144.66K
U HAUL HOLDING COMPANY
SOLEShares97.27K
TypeSH
Market value$5.29M
0.85%
Sole
0.00
Shared
0.00
None
97.27K
OCCIDENTAL PETE CORP
SOLEShares125.77K
TypeSH
Market value$5.28M
0.85%
Sole
0.00
Shared
0.00
None
125.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.10M
0.82%
Sole
0.00
Shared
0.00
None
7.00
CENOVUS ENERGY INC
SOLEShares331.40K
TypeSH
Market value$4.51M
0.72%
Sole
0.00
Shared
0.00
None
331.40K
JOHNSON & JOHNSON
SOLEShares28.45K
TypeSH
Market value$4.35M
0.70%
Sole
0.00
Shared
0.00
None
28.45K
SCHLUMBERGER LTD
SOLEShares109.72K
TypeSH
Market value$3.71M
0.59%
Sole
0.00
Shared
0.00
None
109.72K
AMERICAN CENTY ETF TR
SOLEShares53.44K
TypeSH
Market value$3.66M
0.59%
Sole
0.00
Shared
0.00
None
53.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 164.33K | SH | $79.83M 12.80% | 0.00 | 0.00 | 164.33K |
FAIRFAX FINL HLDGS LTD SUB VTGSOLE | Stock | 29.70K | SH | $53.65M 8.61% | 0.00 | 0.00 | 29.70K |
BERKLEY W R CORPSOLE | COM | 632.21K | SH | $46.45M 7.45% | 0.00 | 0.00 | 632.21K |
WHITE MTNS INS GROUP LTDSOLE | COM | 21.58K | SH | $38.74M 6.21% | 0.00 | 0.00 | 21.58K |
MARKEL GROUP INCSOLE | COM | 18.89K | SH | $37.72M 6.05% | 0.00 | 0.00 | 18.89K |
JEFFERIES FINL GROUP INCSOLE | COM | 571.33K | SH | $31.25M 5.01% | 0.00 | 0.00 | 571.33K |
LOEWS CORPSOLE | COM | 258.87K | SH | $23.73M 3.81% | 0.00 | 0.00 | 258.87K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 359.78K | SH | $18.26M 2.93% | 0.00 | 0.00 | 359.77K |
ENSTAR GROUP LIMITEDSOLE | SHS | 52.36K | SH | $17.61M 2.83% | 0.00 | 0.00 | 52.36K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 162.65K | SH | $14.82M 2.38% | 0.00 | 0.00 | 162.65K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 229.85K | SH | $14.22M 2.28% | 0.00 | 0.00 | 229.85K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 236.07K | SH | $10.11M 1.62% | 0.00 | 0.00 | 236.07K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 123.43K | SH | $9.79M 1.57% | 0.00 | 0.00 | 123.43K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 187.94K | SH | $9.46M 1.52% | 0.00 | 0.00 | 187.94K |
MICROSOFT CORPSOLE | COM | 18.72K | SH | $9.31M 1.49% | 0.00 | 0.00 | 18.72K |
CREDIT ACCEP CORP MICHSOLE | COM | 13.32K | SH | $6.79M 1.09% | 0.00 | 0.00 | 13.32K |
CANADIAN NAT RES LTDSOLE | COM | 209.65K | SH | $6.58M 1.06% | 0.00 | 0.00 | 209.65K |
ANTERO RESOURCES CORPSOLE | COM | 144.66K | SH | $5.83M 0.93% | 0.00 | 0.00 | 144.66K |
U HAUL HOLDING COMPANYSOLE | COM SER N | 97.27K | SH | $5.29M 0.85% | 0.00 | 0.00 | 97.27K |
OCCIDENTAL PETE CORPSOLE | COM | 125.77K | SH | $5.28M 0.85% | 0.00 | 0.00 | 125.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.10M 0.82% | 0.00 | 0.00 | 7.00 |
CENOVUS ENERGY INCSOLE | COM | 331.40K | SH | $4.51M 0.72% | 0.00 | 0.00 | 331.40K |
JOHNSON & JOHNSONSOLE | COM | 28.45K | SH | $4.35M 0.70% | 0.00 | 0.00 | 28.45K |
SCHLUMBERGER LTDSOLE | COM STK | 109.72K | SH | $3.71M 0.59% | 0.00 | 0.00 | 109.72K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 53.44K | SH | $3.66M 0.59% | 0.00 | 0.00 | 53.44K |
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