CIK: 0000883597 · Show all filings
Period: Q3 2024 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $981,637 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,923,123 | $885,137 | 90.2% | $283.05 | +56.2% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 1,410,000 | $64,479 | 6.6% | $36.19 | +13.6% | COM NEW | 902973304 |
| EPD | ENTERPRISE PRODS PARTNERS LP | 1,100,000 | $32,021 | 3.3% | $23.25 | — | COM | 293792107 |