Location: Omaha, NE
CIK: 0001013701 · Show all filings
Period: Q4 2024 (← Previous) (Next →)
Filing Date: Jan 23, 2025
Total Value: $531M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 46,309 | $51.22M | 9.6% | $131.56 | +208.6% | COM | 88262P102 |
| BRK/B | Berkshire Hathaway Inc Cl B | 74,411 | $33.73M | 6.4% | $203.70 | +126.7% | COM | 084670702 |
| AJG | Arthur J Gallagher & Co | 71,015 | $20.16M | 3.8% | $219.09 | +31.5% | COM | 363576109 |
| MSFT | Microsoft Corp | 44,408 | $18.72M | 3.5% | $53.52 | +689.1% | COM | 594918104 |
| GOOG | Alphabet Inc Cl C | 98,104 | $18.68M | 3.5% | $95.84 | +83.3% | COM | 02079K107 |
| AZO | Auto Zone Inc | 5,735 | $18.36M | 3.5% | $2438.91 | +29.8% | COM | 053332102 |
| CPRT | Copart Inc | 279,546 | $16.04M | 3.0% | $39.33 | +44.8% | COM | 217204106 |
| HCA | HCA Healthcare Inc | 53,429 | $16.04M | 3.0% | $246.26 | +40.6% | COM | 40412C101 |
| BRK/A | Berkshire Hathaway Inc Cl A | 22 | $14.98M | 2.8% | $385612.84 | +79.6% | COM | 084670108 |
| FITB | Fifth Third Bancorp | 319,430 | $13.51M | 2.5% | $29.34 | +46.3% | COM | 316773100 |
| AFL | Aflac Inc | 129,545 | $13.4M | 2.5% | $49.03 | +117.1% | COM | 001055102 |
| PSX | Phillips 66 | 104,590 | $11.92M | 2.2% | $50.31 | +142.5% | COM | 718546104 |
| ELV | Elevance Health Inc | 32,088 | $11.84M | 2.2% | $441.83 | -7.4% | COM | 036752103 |
| ABG | Asbury Automotive Group | 46,359 | $11.27M | 2.1% | $219.89 | +11.4% | COM | 043436104 |
| BN | Brookfield Corporation | 192,694 | $11.07M | 2.1% | $21.90 | +70.8% | COM | 11271J107 |
| NNI | Nelnet | 102,964 | $11M | 2.1% | $87.89 | +25.8% | COM | 64031N108 |
| DIS | Disney Walt | 96,995 | $10.8M | 2.0% | $67.71 | +52.9% | COM | 254687106 |
| CRL | Charles River Labs Int'l | 55,037 | $10.16M | 1.9% | $226.27 | -14.9% | COM | 159864107 |
| LECO | Lincoln Electric Holdings Inc | 52,942 | $9.925M | 1.9% | $56.86 | +254.3% | COM | 533900106 |
| ENOV | Enovis Corp | 215,440 | $9.454M | 1.8% | $49.94 | -12.1% | COM | 194014502 |
| HSY | Hershey Foods Corp | 54,412 | $9.215M | 1.7% | $82.09 | +110.6% | COM | 427866108 |
| TMO | Thermo Fisher Corp | 15,755 | $8.196M | 1.5% | $114.35 | +378.8% | COM | 883556102 |
| JNJ | Johnson & Johnson | 52,397 | $7.578M | 1.4% | $153.28 | -2.4% | COM | 478160104 |
| CIVI | Civitas Resources Inc. | 163,263 | $7.489M | 1.4% | $56.03 | -17.3% | COM | 17888H103 |
| CFR | Cullen/Frost Bankers, Inc. | 53,463 | $7.177M | 1.4% | $81.48 | +55.7% | COM | 229899109 |
| CP | Canadian Pacific Kansas City L | 96,897 | $7.012M | 1.3% | $77.51 | -1.4% | COM | 13646K108 |
| BOC | Boston Omaha Corp | 481,428 | $6.827M | 1.3% | $24.15 | -38.4% | COM | 101044105 |
| KO | Coca Cola Co | 107,403 | $6.687M | 1.3% | $51.76 | +21.9% | COM | 191216100 |
| LKQ | LKQ Corporation | 179,687 | $6.603M | 1.2% | $34.69 | +6.1% | COM | 501889208 |
| GOOGL | Alphabet Inc Cl A | 33,556 | $6.352M | 1.2% | $95.22 | +82.9% | COM | 02079K305 |
| ACN | Accenture Plc Ireland Shs Cl A | 17,741 | $6.241M | 1.2% | $261.35 | +35.7% | COM | G1151C101 |
| DNOPY | Dino Polska SA Adr | 120,813 | $5.747M | 1.1% | $43.15 | — | COM | 25445T106 |
| PFE | Pfizer Inc | 210,776 | $5.592M | 1.1% | $16.85 | +49.0% | COM | 717081103 |
| MSM | MSC Industrial Direct Co. | 72,707 | $5.43M | 1.0% | $82.92 | -0.6% | COM | 553530106 |
| VMC | Vulcan Materials Co | 21,044 | $5.413M | 1.0% | $46.98 | +467.8% | COM | 929160109 |
| FINN | First National of Nebraska Inc | 443 | $5.405M | 1.0% | $12121.07 | -3.5% | COM | 335720108 |
| AAPL | Apple Inc | 20,239 | $5.068M | 1.0% | $142.60 | +64.4% | COM | 037833100 |
| CVX | Chevron Corp | 34,297 | $4.968M | 0.9% | $96.81 | +50.3% | COM | 166764100 |
| ROST | Ross Stores Inc | 32,191 | $4.87M | 0.9% | $108.94 | +33.2% | COM | 778296103 |
| SKYH | Sky Harbour Group Corp Cl A | 374,781 | $4.471M | 0.8% | $11.23 | +4.1% | COM | 83085C107 |
| WAT | Waters Corp | 11,994 | $4.45M | 0.8% | $323.46 | +13.1% | COM | 941848103 |
| HZO | MarineMax, Inc. | 130,769 | $3.786M | 0.7% | $38.19 | -19.6% | COM | 567908108 |
| BAM | Brookfield Asset Management Lt | 67,103 | $3.636M | 0.7% | $28.20 | +84.8% | COM | 113004105 |
| TJX | TJX Companies Inc | 29,917 | $3.614M | 0.7% | $75.92 | +55.1% | COM | 872540109 |
| KEYS | Keysight Technologies Inc | 21,330 | $3.426M | 0.6% | $96.82 | +66.5% | COM | 49338L103 |
| CNI | Canadian National Railway Co | 32,890 | $3.339M | 0.6% | $50.46 | +111.8% | COM | 136375102 |
| DFH | Dream Finders Homes Inc Cl A | 142,245 | $3.31M | 0.6% | $11.94 | +156.0% | COM | 26154D100 |
| — | Liberty Media Corp Ser A Formu | 35,980 | $3.024M | 0.6% | $67.50 | — | COM | 531229870 |
| SPY | SPDR S&P 500 | 5,083 | $2.979M | 0.6% | $586.08 | — | COM | 78462F103 |
| MCD | McDonalds Corp | 9,672 | $2.804M | 0.5% | $73.70 | +293.8% | COM | 580135101 |
| — | Valmont Industries Inc | 8,529 | $2.616M | 0.5% | $237.42 | — | COM | 902253101 |
| PEP | Pepsico Inc | 16,541 | $2.515M | 0.5% | $125.09 | +25.2% | COM | 713448108 |
| WFC | Wells Fargo Co | 34,314 | $2.41M | 0.5% | $39.13 | +70.4% | COM | 949746101 |
| USB | US Bancorp | 43,921 | $2.101M | 0.4% | $38.63 | +20.7% | COM | 902973304 |
| UNH | United Health Group Inc | 4,081 | $2.064M | 0.4% | $457.25 | +20.9% | COM | 91324P102 |
| MKL | Markel Corp | 1,085 | $1.873M | 0.4% | $1328.48 | +24.9% | COM | 570535104 |
| CWGL | Crimson Wine Group Ltd | 285,848 | $1.815M | 0.3% | $6.39 | +3.0% | COM | 22662X100 |
| ESAB | Esab Corp | 14,012 | $1.681M | 0.3% | $57.81 | +108.1% | COM | 29605J106 |
| AXP | American Express | 5,464 | $1.622M | 0.3% | $159.89 | +77.4% | COM | 025816109 |
| PG | Procter & Gamble Co | 7,300 | $1.224M | 0.2% | $58.14 | +185.1% | COM | 742718109 |
| BAC | Bank of America | 25,934 | $1.14M | 0.2% | $30.57 | +40.1% | COM | 060505104 |
| COST | Costco Wholesale Corp | 1,180 | $1.081M | 0.2% | $773.82 | +19.2% | COM | 22160K105 |
| ABBV | Abbvie Inc | 5,650 | $1.004M | 0.2% | $72.50 | +144.7% | COM | 00287Y109 |
| MCO | Moody's Corp | 2,070 | $980K | 0.2% | $294.98 | +60.4% | COM | 615369105 |
| MG | Mistras Group Inc | 104,271 | $945K | 0.2% | $5.47 | +79.8% | COM | 60649T107 |
| HD | Home Depot Inc | 2,289 | $890K | 0.2% | $329.30 | +20.6% | COM | 437076102 |
| WMT | Walmart Inc | 9,366 | $846K | 0.2% | $55.45 | +54.7% | COM | 931142103 |
| CMRE 8.5 PERP C | Costamare Inc. 8.50 Preferred | 32,359 | $832K | 0.2% | $25.36 | — | PRD | Y1771G128 |
| CSTM | Constellium SE | 78,870 | $810K | 0.2% | $13.80 | -10.9% | COM | F21107101 |
| AMGN | Amgen Inc | 2,925 | $762K | 0.1% | $230.02 | +24.4% | COM | 031162100 |
| DEO | Diageo Plc ADR | 5,580 | $709K | 0.1% | $161.10 | — | COM | 25243Q205 |
| ABT | Abbott Laboratories | 6,210 | $702K | 0.1% | $61.65 | +83.8% | COM | 002824100 |
| NSRGY | Nestle S.A. Spons ADR | 7,655 | $633K | 0.1% | $113.40 | — | COM | 641069406 |
| AMZN | Amazon.com Inc | 2,663 | $584K | 0.1% | $183.58 | +11.4% | COM | 023135106 |
| VCSH | Vanguard Scottsdale Fds Corp B | 7,468 | $583K | 0.1% | $78.01 | — | COM | 92206C409 |
| DOX | Amdocs Limited F | 6,030 | $513K | 0.1% | $86.60 | -1.7% | COM | G02602103 |
| TFX | Teleflex Inc | 2,850 | $507K | 0.1% | $236.90 | -14.4% | COM | 879369106 |
| CL | Colgate Palmolive Co | 4,943 | $449K | 0.1% | $44.38 | +109.7% | COM | 194162103 |
| STKL | SunOpta Inc. | 57,500 | $443K | 0.1% | $5.87 | +20.4% | COM | 8676EP108 |
| D | Dominion Energy, Inc. | 8,007 | $431K | 0.1% | $36.81 | +46.8% | COM | 25746U109 |
| CVS | CVS Corp | 8,853 | $397K | 0.1% | $75.19 | -28.6% | COM | 126650100 |
| KMX | CarMax Inc | 4,667 | $382K | 0.1% | $66.93 | +17.4% | COM | 143130102 |
| IVV | iShares Core S&P 500 ETF | 612 | $360K | 0.1% | $588.68 | — | COM | 464287200 |
| SHEL | Shell Plc Sponsored Adr | 5,615 | $352K | 0.1% | $61.14 | — | COM | 780259305 |
| ADP | Automatic Data Processing Inc | 1,198 | $351K | 0.1% | $211.47 | +36.1% | COM | 053015103 |
| — | Tandem Diabetes Care, Inc. | 8,500 | $306K | 0.1% | $40.29 | — | COM | 875372104 |
| XOM | Exxon Mobil Corp | 2,500 | $269K | 0.1% | $110.09 | +2.1% | COM | 30231G102 |
| JPM | JP Morgan Chase & Co | 1,042 | $250K | 0.0% | $191.07 | +19.3% | COM | 46625H100 |
| NVS | Novartis A G ADR | 2,442 | $238K | 0.0% | $92.25 | — | COM | 66987V109 |
| NEE | Nextera Energy Inc | 3,000 | $215K | 0.0% | $57.15 | +31.3% | COM | 65339F101 |
| DUK | Duke Energy Corp | 1,991 | $215K | 0.0% | $105.91 | +2.7% | COM | 26441C204 |