Location: Omaha, NE
CIK: 0001013701 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 28, 2025
Total Value: $542M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 40,775 | $54.03M | 10.0% | $131.56 | +236.9% | COM | 88262P102 |
| BRK/B | Berkshire Hathaway Inc Cl B | 74,568 | $39.71M | 7.3% | $203.70 | +138.7% | COM | 084670702 |
| AJG | Arthur J Gallagher & Co | 68,258 | $23.57M | 4.3% | $219.09 | +43.0% | COM | 363576109 |
| AZO | Auto Zone Inc | 5,380 | $20.51M | 3.8% | $2438.91 | +41.5% | COM | 053332102 |
| HCA | HCA Healthcare Inc | 52,697 | $18.21M | 3.4% | $246.26 | +29.7% | COM | 40412C101 |
| PSX | Phillips 66 | 142,737 | $17.63M | 3.3% | $68.74 | +73.5% | COM | 718546104 |
| MSFT | Microsoft Corp | 44,280 | $16.62M | 3.1% | $53.52 | +656.9% | COM | 594918104 |
| BRK/A | Berkshire Hathaway Inc Cl A | 20 | $15.97M | 2.9% | $385612.84 | +89.1% | COM | 084670108 |
| CPRT | Copart Inc | 269,415 | $15.25M | 2.8% | $39.33 | +43.1% | COM | 217204106 |
| GOOG | Alphabet Inc Cl C | 97,230 | $15.19M | 2.8% | $95.84 | +90.4% | COM | 02079K107 |
| ELV | Elevance Health Inc | 33,806 | $14.7M | 2.7% | $439.42 | -10.3% | COM | 036752103 |
| AFL | Aflac Inc | 129,117 | $14.36M | 2.6% | $49.03 | +112.3% | COM | 001055102 |
| FITB | Fifth Third Bancorp | 312,180 | $12.24M | 2.3% | $29.34 | +38.7% | COM | 316773100 |
| NNI | Nelnet | 101,138 | $11.22M | 2.1% | $87.89 | +27.4% | COM | 64031N108 |
| ABG | Asbury Automotive Group | 47,380 | $10.46M | 1.9% | $220.77 | +18.2% | COM | 043436104 |
| LECO | Lincoln Electric Holdings Inc | 52,875 | $10M | 1.8% | $56.86 | +245.3% | COM | 533900106 |
| DIS | Disney Walt | 97,225 | $9.596M | 1.8% | $67.71 | +57.0% | COM | 254687106 |
| BN | Brookfield Corporation | 181,897 | $9.533M | 1.8% | $21.90 | +71.6% | COM | 11271J107 |
| HSY | Hershey Foods Corp | 55,257 | $9.451M | 1.7% | $83.27 | +91.3% | COM | 427866108 |
| BRKR | Bruker Corp | 208,306 | $8.695M | 1.6% | $51.78 | 0.0% | COM | 116794108 |
| JNJ | Johnson & Johnson | 52,236 | $8.663M | 1.6% | $153.28 | -0.5% | COM | 478160104 |
| CRL | Charles River Labs Int'l | 55,991 | $8.428M | 1.6% | $225.27 | -25.6% | COM | 159864107 |
| ENOV | Enovis Corp | 213,669 | $8.164M | 1.5% | $49.94 | -15.0% | COM | 194014502 |
| TMO | Thermo Fisher Corp | 15,503 | $7.714M | 1.4% | $114.35 | +372.0% | COM | 883556102 |
| KO | Coca Cola Co | 107,338 | $7.688M | 1.4% | $51.76 | +25.5% | COM | 191216100 |
| BOC | Boston Omaha Corp | 475,795 | $6.937M | 1.3% | $24.15 | -40.5% | COM | 101044105 |
| CP | Canadian Pacific Kansas City L | 98,447 | $6.912M | 1.3% | $77.48 | -2.4% | COM | 13646K108 |
| CFR | Cullen/Frost Bankers, Inc. | 53,530 | $6.702M | 1.2% | $81.48 | +60.3% | COM | 229899109 |
| DNOPY | Dino Polska SA Adr | 115,003 | $6.631M | 1.2% | $43.15 | — | COM | 25445T106 |
| MSM | MSC Industrial Direct Co. | 75,961 | $5.9M | 1.1% | $82.80 | -3.3% | COM | 553530106 |
| LKQ | LKQ Corporation | 137,160 | $5.835M | 1.1% | $34.69 | +10.7% | COM | 501889208 |
| SKYH | Sky Harbour Group Corp Cl A | 437,849 | $5.696M | 1.1% | $11.23 | -0.2% | COM | 83085C107 |
| CVX | Chevron Corp | 33,446 | $5.595M | 1.0% | $96.81 | +55.4% | COM | 166764100 |
| PFE | Pfizer Inc | 209,926 | $5.32M | 1.0% | $16.85 | +46.6% | COM | 717081103 |
| ACN | Accenture Plc Ireland Shs Cl A | 16,864 | $5.262M | 1.0% | $261.35 | +33.7% | COM | G1151C101 |
| FINN | First National of Nebraska Inc | 415 | $4.98M | 0.9% | $12121.07 | -4.8% | COM | 335720108 |
| CIVI | Civitas Resources Inc. | 141,588 | $4.94M | 0.9% | $56.03 | -25.7% | COM | 17888H103 |
| VMC | Vulcan Materials Co | 21,044 | $4.91M | 0.9% | $46.98 | +436.9% | COM | 929160109 |
| GOOGL | Alphabet Inc Cl A | 31,168 | $4.82M | 0.9% | $95.22 | +89.8% | COM | 02079K305 |
| ROST | Ross Stores Inc | 31,591 | $4.037M | 0.7% | $108.94 | +27.1% | COM | 778296103 |
| AAPL | Apple Inc | 18,172 | $4.037M | 0.7% | $142.60 | +61.8% | COM | 037833100 |
| WAT | Waters Corp | 10,502 | $3.871M | 0.7% | $323.46 | +19.7% | COM | 941848103 |
| CNI | Canadian National Railway Co | 34,680 | $3.38M | 0.6% | $52.98 | +87.5% | COM | 136375102 |
| TJX | TJX Companies Inc | 27,593 | $3.361M | 0.6% | $75.92 | +58.2% | COM | 872540109 |
| KEYS | Keysight Technologies Inc | 21,332 | $3.195M | 0.6% | $96.82 | +70.5% | COM | 49338L103 |
| BAM | Brookfield Asset Management Lt | 64,595 | $3.13M | 0.6% | $28.20 | +87.8% | COM | 113004105 |
| DFH | Dream Finders Homes Inc Cl A | 134,434 | $3.033M | 0.6% | $11.94 | +95.8% | COM | 26154D100 |
| MCD | McDonalds Corp | 9,672 | $3.021M | 0.6% | $73.70 | +297.4% | COM | 580135101 |
| SPY | SPDR S&P 500 | 5,083 | $2.843M | 0.5% | $586.08 | — | COM | 78462F103 |
| HZO | MarineMax, Inc. | 130,353 | $2.803M | 0.5% | $38.19 | -30.1% | COM | 567908108 |
| — | Liberty Media Corp Ser A Formu | 32,930 | $2.683M | 0.5% | $67.50 | — | COM | 531229870 |
| PEP | Pepsico Inc | 16,647 | $2.496M | 0.5% | $125.09 | +14.7% | COM | 713448108 |
| — | Valmont Industries Inc | 8,529 | $2.434M | 0.4% | $237.42 | — | COM | 902253101 |
| UNH | United Health Group Inc | 4,081 | $2.137M | 0.4% | $457.25 | +9.2% | COM | 91324P102 |
| WFC | Wells Fargo Co | 27,674 | $1.987M | 0.4% | $39.13 | +88.4% | COM | 949746101 |
| MKL | Markel Corp | 1,060 | $1.982M | 0.4% | $1328.48 | +38.5% | COM | 570535104 |
| USB | US Bancorp | 45,860 | $1.936M | 0.4% | $38.86 | +13.7% | COM | 902973304 |
| CWGL | Crimson Wine Group Ltd | 284,723 | $1.64M | 0.3% | $6.39 | -7.4% | COM | 22662X100 |
| ESAB | Esab Corp | 13,156 | $1.533M | 0.3% | $57.81 | +110.0% | COM | 29605J106 |
| AXP | American Express | 5,338 | $1.436M | 0.3% | $159.89 | +82.9% | COM | 025816109 |
| PG | Procter & Gamble Co | 7,270 | $1.239M | 0.2% | $58.14 | +182.0% | COM | 742718109 |
| ABBV | Abbvie Inc | 5,650 | $1.184M | 0.2% | $72.50 | +161.2% | COM | 00287Y109 |
| COST | Costco Wholesale Corp | 1,180 | $1.116M | 0.2% | $773.82 | +25.4% | COM | 22160K105 |
| BAC | Bank of America | 25,904 | $1.081M | 0.2% | $30.57 | +42.7% | COM | 060505104 |
| MCO | Moody's Corp | 2,070 | $964K | 0.2% | $294.98 | +62.2% | COM | 615369105 |
| AMGN | Amgen Inc | 2,925 | $911K | 0.2% | $230.02 | +24.9% | COM | 031162100 |
| CMRE 8.5 PERP C | Costamare Inc. 8.50 Preferred | 32,359 | $846K | 0.2% | $25.36 | — | PRD | Y1771G128 |
| HD | Home Depot Inc | 2,289 | $839K | 0.2% | $329.30 | +15.6% | COM | 437076102 |
| ABT | Abbott Laboratories | 6,210 | $824K | 0.2% | $61.65 | +103.5% | COM | 002824100 |
| NSRGY | Nestle S.A. Spons ADR | 7,655 | $773K | 0.1% | $113.40 | — | COM | 641069406 |
| CSTM | Constellium SE | 75,870 | $766K | 0.1% | $13.80 | -23.0% | COM | F21107101 |
| CVS | CVS Corp | 8,853 | $600K | 0.1% | $75.19 | -22.9% | COM | 126650100 |
| AMZN | Amazon.com Inc | 2,663 | $507K | 0.1% | $183.58 | +18.2% | COM | 023135106 |
| D | Dominion Energy, Inc. | 9,007 | $505K | 0.1% | $38.57 | +36.7% | COM | 25746U109 |
| CL | Colgate Palmolive Co | 4,943 | $463K | 0.1% | $44.38 | +97.9% | COM | 194162103 |
| WMT | Walmart Inc | 5,166 | $454K | 0.1% | $55.45 | +67.6% | COM | 931142103 |
| SHEL | Shell Plc Sponsored Adr | 5,389 | $395K | 0.1% | $61.14 | — | COM | 780259305 |
| ADP | Automatic Data Processing Inc | 1,198 | $366K | 0.1% | $211.47 | +39.7% | COM | 053015103 |
| DEO | Diageo Plc ADR | 3,432 | $360K | 0.1% | $161.10 | — | COM | 25243Q205 |
| IVV | iShares Core S&P 500 ETF | 612 | $344K | 0.1% | $588.68 | — | COM | 464287200 |
| XOM | Exxon Mobil Corp | 2,500 | $297K | 0.1% | $110.09 | -2.6% | COM | 30231G102 |
| STKL | SunOpta Inc. | 57,500 | $279K | 0.1% | $5.87 | +13.3% | COM | 8676EP108 |
| DOX | Amdocs Limited F | 3,015 | $276K | 0.1% | $86.60 | -1.6% | COM | G02602103 |
| NVS | Novartis A G ADR | 2,402 | $268K | 0.0% | $92.25 | — | COM | 66987V109 |
| KMX | CarMax Inc | 3,429 | $267K | 0.0% | $66.93 | +19.8% | COM | 143130102 |
| JPM | JP Morgan Chase & Co | 1,042 | $256K | 0.0% | $191.07 | +31.3% | COM | 46625H100 |
| DUK | Duke Energy Corp | 1,991 | $243K | 0.0% | $105.91 | +4.4% | COM | 26441C204 |
| MG | Mistras Group Inc | 21,362 | $226K | 0.0% | $5.47 | +80.4% | COM | 60649T107 |
| NEE | Nextera Energy Inc | 3,000 | $213K | 0.0% | $57.15 | +20.1% | COM | 65339F101 |