CIK: 0002065728 · Show all filings
Period: Q1 2021 (← Previous) (Next →)
Filing Date: Aug 1, 2025
Total Value ($000): $353,895 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 1,268,440 | $324,048 | 91.6% | $207.34 | +17.1% | CL B NEW | 084670702 |
| USB | US BANCORP DEL | 444,548 | $24,588 | 6.9% | $39.05 | +3.3% | Common Stock | 902973304 |
| PAA | PLAINS ALL AMERN PIPELINE L | 577,900 | $5,259 | 1.5% | $8.24 | — | Unit Ltd Partn | 726503105 |