CIK: 0000883597 · Show all filings
Period: Q2 2009 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $173,822 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 37,094 | $107,424 | 61.8% | $2824.89 | — | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 2,000,000 | $35,840 | 20.6% | $36.19 | — | COM NEW | 902973304 |
| PAA | PLAINS ALL AMERN PIPELINE LP | 508,490 | $21,636 | 12.4% | $45.45 | — | UNIT LTD PARTN | 726503105 |
| EPD | ENTERPRISE PRODS PARTNERS LP | 86,600 | $2,160 | 1.2% | $29.33 | — | COM | 293792107 |
| — | LEVEL 3 COMMUNICATIONS INC | 1,000,000 | $1,510 | 0.9% | $3.66 | — | COM NEW | 52729N308 |
| — | ENBRIDGE ENERGY PARTNERS L P | 35,000 | $1,350 | 0.8% | $48.93 | — | COM | 29250R106 |
| DVN | DEVON ENERGY CORP NEW | 16,000 | $872 | 0.5% | $54.50 | — | COM | 25179M103 |
| — | ANADARKO PETE CORP | 18,000 | $817 | 0.5% | $45.39 | — | COM | 032511107 |
| — | REGENCY ENERGY PARTNERS L P | 50,000 | $728 | 0.4% | $18.34 | — | COM UNITS L P | 75885Y107 |
| — | BOARDWALK PIPELINE PARTNERS | 25,000 | $565 | 0.3% | $22.58 | — | UT LTD PARTNER | 096627104 |
| OXY | OCCIDENTAL PETE CORP | 7,250 | $477 | 0.3% | $65.81 | — | COM | 674599105 |
| — | EL PASO PIPELINE PARTNERS L | 20,000 | $351 | 0.2% | $25.05 | — | COM UNIT LPI | 283702108 |
| COP | CONOCOPHILLIPS | 2,200 | $93 | 0.1% | $42.06 | — | COM | 20825C104 |