DENVER, CO
Allocation by class
Portfolio Concentration
Top 3 weight
49.0%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 21.63M
Full voting authority
21.63M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELOTR | CL A | 1.03K | SH | $738.25M 30.68% | 1.03K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.OTR | COM | 1.03M | SH | $302.40M 12.57% | 1.03M | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LOTR | COM | 3.65M | SH | $138.12M 5.74% | 3.65M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 251K | SH | $120.28M 5.00% | 251K | 0.00 | 0.00 |
CISCO SYS INCOTR | COM | 1.24M | SH | $96.21M 4.00% | 1.24M | 0.00 | 0.00 |
EVERCORE INCOTR | CLASS A | 300K | SH | $89.55M 3.72% | 300K | 0.00 | 0.00 |
COHEN & STEERS INFRASTRUCTUROTR | COM | 2.75M | SH | $71.17M 2.96% | 2.75M | 0.00 | 0.00 |
CATERPILLAR INCOTR | COM | 100K | SH | $70.85M 2.94% | 100K | 0.00 | 0.00 |
SCHWAB CHARLES CORPOTR | COM | 750K | SH | $70.48M 2.93% | 750K | 0.00 | 0.00 |
YUM BRANDS INCOTR | COM | 425K | SH | $66.08M 2.75% | 425K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCOTR | COM | 220K | SH | $64.17M 2.67% | 220K | 0.00 | 0.00 |
EBAY INC.OTR | COM | 650K | SH | $59.16M 2.46% | 650K | 0.00 | 0.00 |
INSTALLED BLDG PRODS INCOTR | COM | 165K | SH | $43.75M 1.82% | 165K | 0.00 | 0.00 |
MICROSOFT CORPOTR | COM | 110K | SH | $40.72M 1.69% | 110K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCOTR | COM | 530K | SH | $37.66M 1.57% | 530K | 0.00 | 0.00 |
WALMART INCOTR | COM | 270K | SH | $33.56M 1.39% | 270K | 0.00 | 0.00 |
QXO INCOTR | COM NEW | 1.50M | SH | $29.13M 1.21% | 1.50M | 0.00 | 0.00 |
MAPLEBEAR INCOTR | COM | 700K | SH | $26.22M 1.09% | 700K | 0.00 | 0.00 |
PAYPAL HLDGS INCOTR | COM | 541K | SH | $24.47M 1.02% | 541K | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCOTR | SUB VTG SHS | 550K | SH | $22.95M 0.95% | 550K | 0.00 | 0.00 |
CIENA CORPOTR | COM NEW | 44.27K | SH | $17.19M 0.71% | 44.27K | 0.00 | 0.00 |
FORWARD AIR CORPOTR | COM | 975K | SH | $16.29M 0.68% | 975K | 0.00 | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 600K | SH | $12.97M 0.54% | 600K | 0.00 | 0.00 |
FIRST WATCH RESTAURANT GROUPOTR | COM | 900K | SH | $9.43M 0.39% | 900K | 0.00 | 0.00 |
EMCOR GROUP INCOTR | COM | 7.24K | SH | $5.34M 0.22% | 7.24K | 0.00 | 0.00 |