Location: Omaha, NE
CIK: 0001013701 · Show all filings
Period: Q2 2025 (← Previous) (Next →)
Filing Date: Jul 25, 2025
Total Value: $538M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 40,647 | $42.94M | 8.0% | $1056.39 * | $131.56 | +166.7% | COM | 88262P102 |
| BRK/B | Berkshire Hathaway Inc Cl B | 73,726 | $35.81M | 6.7% | $485.77 | $203.70 | +138.5% | COM | 084670702 |
| MSFT | Microsoft Corp | 43,271 | $21.52M | 4.0% | $497.41 | $53.52 | +826.1% | COM | 594918104 |
| AJG | Arthur J Gallagher & Co | 66,293 | $21.22M | 3.9% | $320.12 | $219.09 | +45.4% | COM | 363576109 |
| AZO | Auto Zone Inc | 5,485 | $20.36M | 3.8% | $3712.23 | $2462.78 | +50.7% | COM | 053332102 |
| HCA | HCA Healthcare Inc | 52,465 | $20.1M | 3.7% | $383.10 | $246.26 | +55.1% | COM | 40412C101 |
| PSX | Phillips 66 | 150,520 | $17.96M | 3.3% | $119.30 | $70.84 | +65.3% | COM | 718546104 |
| GOOG | Alphabet Inc Cl C | 98,456 | $17.47M | 3.2% | $177.39 | $96.70 | +83.2% | COM | 02079K107 |
| BRK/A | Berkshire Hathaway Inc Cl A | 20 | $14.58M | 2.7% | $728800.00 | $385612.84 | +89.0% | COM | 084670108 |
| AFL | Aflac Inc | 129,405 | $13.65M | 2.5% | $105.46 | $49.03 | +112.8% | COM | 001055102 |
| ELV | Elevance Health Inc | 34,606 | $13.46M | 2.5% | $388.96 | $438.43 | -12.2% | COM | 036752103 |
| CPRT | Copart Inc | 271,837 | $13.34M | 2.5% | $49.07 | $39.33 | +24.8% | COM | 217204106 |
| FITB | Fifth Third Bancorp | 315,837 | $12.99M | 2.4% | $41.13 | $29.42 | +37.4% | COM | 316773100 |
| NNI | Nelnet | 101,016 | $12.24M | 2.3% | $121.12 | $87.89 | +37.8% | COM | 64031N108 |
| DIS | Disney Walt | 97,446 | $12.08M | 2.2% | $124.01 | $67.71 | +81.9% | COM | 254687106 |
| ABG | Asbury Automotive Group | 47,385 | $11.3M | 2.1% | $238.54 | $220.77 | +8.0% | COM | 043436104 |
| LECO | Lincoln Electric Holdings Inc | 52,773 | $10.94M | 2.0% | $207.32 | $56.86 | +264.6% | COM | 533900106 |
| BN | Brookfield Corporation | 176,144 | $10.89M | 2.0% | $61.85 * | $21.90 | +87.8% | COM | 11271J107 |
| HSY | Hershey Foods Corp | 55,400 | $9.194M | 1.7% | $165.95 | $83.27 | +96.3% | COM | 427866108 |
| BRKR | Bruker Corp | 217,648 | $8.967M | 1.7% | $41.20 | $51.21 | -19.8% | COM | 116794108 |
| DNOPY | Dino Polska SA Adr | 116,349 | $8.403M | 1.6% | $72.22 | $42.85 | +68.5% | COM | 25445T106 |
| JNJ | Johnson & Johnson | 51,385 | $7.849M | 1.5% | $152.75 | $153.28 | -1.7% | COM | 478160104 |
| CP | Canadian Pacific Kansas City L | 96,998 | $7.689M | 1.4% | $79.27 | $77.48 | +2.1% | COM | 13646K108 |
| CRL | Charles River Labs Int'l | 50,473 | $7.658M | 1.4% | $151.73 | $225.27 | -32.6% | COM | 159864107 |
| ENOV | Enovis Corp | 227,235 | $7.126M | 1.3% | $31.36 | $48.93 | -35.9% | COM | 194014502 |
| CFR | Cullen/Frost Bankers, Inc. | 53,970 | $6.937M | 1.3% | $128.54 | $81.48 | +55.3% | COM | 229899109 |
| KO | Coca Cola Co | 97,238 | $6.88M | 1.3% | $70.75 | $51.76 | +34.7% | COM | 191216100 |
| BOC | Boston Omaha Corp | 481,345 | $6.758M | 1.3% | $14.04 | $24.04 | -41.6% | COM | 101044105 |
| MSM | MSC Industrial Direct Co. | 76,094 | $6.47M | 1.2% | $85.02 | $82.80 | +2.7% | COM | 553530106 |
| TMO | Thermo Fisher Corp | 15,626 | $6.336M | 1.2% | $405.46 | $114.35 | +254.0% | COM | 883556102 |
| FINN | First National of Nebraska Inc | 425 | $5.631M | 1.0% | $13250.00 * | $12123.19 | +6.6% | COM | 335720108 |
| GOOGL | Alphabet Inc Cl A | 31,168 | $5.493M | 1.0% | $176.23 | $95.22 | +84.8% | COM | 02079K305 |
| VMC | Vulcan Materials Co | 21,044 | $5.489M | 1.0% | $260.82 | $46.98 | +453.4% | COM | 929160109 |
| ACN | Accenture Plc Ireland Shs Cl A | 16,983 | $5.076M | 0.9% | $298.89 | $261.35 | +13.8% | COM | G1151C101 |
| PFE | Pfizer Inc | 207,651 | $5.033M | 0.9% | $24.24 * | $16.85 | +39.0% | COM | 717081103 |
| LKQ | LKQ Corporation | 135,966 | $5.032M | 0.9% | $37.01 | $34.69 | +4.6% | COM | 501889208 |
| CVX | Chevron Corp | 33,370 | $4.778M | 0.9% | $143.19 * | $96.81 | +44.7% | COM | 166764100 |
| SKYH | Sky Harbour Group Corp Cl A | 454,300 | $4.439M | 0.8% | $9.77 | $11.21 | -12.9% | COM | 83085C107 |
| ROST | Ross Stores Inc | 32,085 | $4.093M | 0.8% | $127.58 | $109.39 | +16.1% | COM | 778296103 |
| CIVI | Civitas Resources Inc. | 141,235 | $3.887M | 0.7% | $27.52 | $56.03 | -50.6% | COM | 17888H103 |
| AAPL | Apple Inc | 18,172 | $3.728M | 0.7% | $205.17 | $142.60 | +43.6% | COM | 037833100 |
| WAT | Waters Corp | 10,616 | $3.705M | 0.7% | $349.04 | $323.68 | +7.8% | COM | 941848103 |
| CNI | Canadian National Railway Co | 34,343 | $3.573M | 0.7% | $104.04 | $52.98 | +95.1% | COM | 136375102 |
| TJX | TJX Companies Inc | 28,790 | $3.555M | 0.7% | $123.49 | $78.00 | +57.4% | COM | 872540109 |
| BAM | Brookfield Asset Management Lt | 63,849 | $3.53M | 0.7% | $55.28 | $28.20 | +93.0% | COM | 113004105 |
| KEYS | Keysight Technologies Inc | 21,246 | $3.481M | 0.6% | $163.86 | $96.82 | +69.2% | COM | 49338L103 |
| HZO | MarineMax, Inc. | 138,168 | $3.474M | 0.6% | $25.14 | $37.29 | -32.6% | COM | 567908108 |
| DFH | Dream Finders Homes Inc Cl A | 136,519 | $3.431M | 0.6% | $25.13 | $12.10 | +107.7% | COM | 26154D100 |
| SPY | SPDR S&P 500 | 5,083 | $3.141M | 0.6% | $617.85 | $589.16 | +4.9% | COM | 78462F103 |
| — | Liberty Media Corp Ser A Formu | 32,930 | $3.127M | 0.6% | $94.96 | $67.50 | — | COM | 531229870 |
| MCD | McDonalds Corp | 9,672 | $2.826M | 0.5% | $292.17 | $73.70 | +291.8% | COM | 580135101 |
| — | Valmont Industries Inc | 8,529 | $2.785M | 0.5% | $326.57 | $237.42 | — | COM | 902253101 |
| WFC | Wells Fargo Co | 29,445 | $2.359M | 0.4% | $80.12 | $41.05 | +93.0% | COM | 949746101 |
| PEP | Pepsico Inc | 17,547 | $2.317M | 0.4% | $132.04 | $125.40 | +3.3% | COM | 713448108 |
| MKL | Markel Corp | 1,053 | $2.103M | 0.4% | $1997.36 | $1328.48 | +50.3% | COM | 570535104 |
| USB | US Bancorp | 46,109 | $2.086M | 0.4% | $45.25 * | $38.86 | +14.1% | COM | 902973304 |
| AXP | American Express | 5,338 | $1.703M | 0.3% | $318.98 | $159.89 | +98.1% | COM | 025816109 |
| ESAB | Esab Corp | 13,768 | $1.66M | 0.3% | $120.55 | $60.60 | +98.4% | COM | 29605J106 |
| CWGL | Crimson Wine Group Ltd | 284,723 | $1.566M | 0.3% | $5.50 | $6.39 | -13.9% | COM | 22662X100 |
| UNH | United Health Group Inc | 4,081 | $1.273M | 0.2% | $311.97 | $457.25 | -32.7% | COM | 91324P102 |
| BAC | Bank of America | 25,904 | $1.226M | 0.2% | $47.32 | $30.57 | +53.1% | COM | 060505104 |
| COST | Costco Wholesale Corp | 1,180 | $1.168M | 0.2% | $989.94 | $773.82 | +27.6% | COM | 22160K105 |
| PG | Procter & Gamble Co | 7,105 | $1.132M | 0.2% | $159.32 | $58.14 | +170.3% | COM | 742718109 |
| ABBV | Abbvie Inc | 5,650 | $1.049M | 0.2% | $185.62 | $72.50 | +152.0% | COM | 00287Y109 |
| MCO | Moody's Corp | 2,070 | $1.038M | 0.2% | $501.59 | $294.98 | +69.4% | COM | 615369105 |
| SCHX | Schwab US Large Cap ETF | 41,328 | $1.01M | 0.2% | $24.44 | $22.61 | +8.1% | COM | 808524201 |
| CSTM | Constellium SE | 73,870 | $982K | 0.2% | $13.30 | $13.80 | -3.6% | COM | F21107101 |
| CMRE 8.5 PERP C | Costamare Inc. 8.50 Preferred | 32,359 | $854K | 0.2% | $26.40 | $25.36 | — | PRD | Y1771G128 |
| ABT | Abbott Laboratories | 6,210 | $845K | 0.2% | $136.01 | $61.65 | +118.7% | COM | 002824100 |
| HD | Home Depot Inc | 2,289 | $839K | 0.2% | $366.64 | $329.30 | +10.0% | COM | 437076102 |
| AMGN | Amgen Inc | 2,723 | $760K | 0.1% | $279.21 | $230.02 | +19.6% | COM | 031162100 |
| NSRGY | Nestle S.A. Spons ADR | 7,555 | $748K | 0.1% | $99.03 | $119.08 | -16.6% | COM | 641069406 |
| AMZN | Amazon.com Inc | 2,663 | $584K | 0.1% | $219.39 | $183.58 | +19.5% | COM | 023135106 |
| VCSH | Vanguard Scottsdale Fds Corp B | 7,333 | $583K | 0.1% | $79.50 | $78.77 | +0.9% | COM | 92206C409 |
| D | Dominion Energy, Inc. | 9,007 | $509K | 0.1% | $56.52 * | $38.57 | +43.2% | COM | 25746U109 |
| CVS | CVS Corp | 7,224 | $498K | 0.1% | $68.98 | $75.19 | -10.0% | COM | 126650100 |
| WMT | Walmart Inc | 4,642 | $454K | 0.1% | $97.78 | $55.45 | +75.6% | COM | 931142103 |
| CL | Colgate Palmolive Co | 4,843 | $440K | 0.1% | $90.90 | $44.38 | +102.2% | COM | 194162103 |
| IVV | iShares Core S&P 500 ETF | 612 | $380K | 0.1% | $620.90 | $591.91 | +4.9% | COM | 464287200 |
| SHEL | Shell Plc Sponsored Adr | 5,279 | $372K | 0.1% | $70.41 | $61.94 | +13.7% | COM | 780259305 |
| ADP | Automatic Data Processing Inc | 1,198 | $369K | 0.1% | $308.40 | $211.47 | +44.1% | COM | 053015103 |
| SCHM | Charles Schwab US Mc ETF | 12,572 | $353K | 0.1% | $28.05 | $26.38 | +6.3% | COM | 808524508 |
| DEO | Diageo Plc ADR | 3,432 | $346K | 0.1% | $100.84 | $158.58 | -36.4% | COM | 25243Q205 |
| STKL | SunOpta Inc. | 57,500 | $334K | 0.1% | $5.80 * | $5.87 | -10.6% | COM | 8676EP108 |
| SCHF | Schwab International Equity ET | 13,945 | $308K | 0.1% | $22.10 | $20.82 | +6.1% | COM | 808524805 |
| JPM | JP Morgan Chase & Co | 1,042 | $302K | 0.1% | $289.91 | $191.07 | +50.3% | COM | 46625H100 |
| NVS | Novartis A G ADR | 2,402 | $291K | 0.1% | $121.01 | $87.56 | +38.2% | COM | 66987V109 |
| — | iShares Gold ETF | 4,619 | $288K | 0.1% | $62.36 | $62.36 | — | COM | 964285204 |
| DOX | Amdocs Limited F | 3,015 | $275K | 0.1% | $91.24 | $86.60 | +4.0% | COM | G02602103 |
| SCHZ | Schwab US Aggregate Bond ETF | 10,623 | $247K | 0.0% | $23.24 | $22.95 | +1.3% | COM | 808524839 |
| DUK | Duke Energy Corp | 1,991 | $235K | 0.0% | $118.00 | $105.91 | +9.5% | COM | 26441C204 |
| KMX | CarMax Inc | 3,429 | $230K | 0.0% | $67.21 | $66.93 | +0.4% | COM | 143130102 |
| WPM | Wheaton Precious Metals Corp | 2,500 | $225K | 0.0% | $89.80 | $84.09 | +6.8% | COM | 962879102 |
| JCI | Johnson Controls International | 2,101 | $222K | 0.0% | $105.62 | $91.75 | +15.1% | COM | G51502105 |
| XOM | Exxon Mobil Corp | 2,000 | $216K | 0.0% | $107.80 | $110.09 | -3.8% | COM | 30231G102 |
| NEE | Nextera Energy Inc | 3,000 | $208K | 0.0% | $69.42 | $57.15 | +19.7% | COM | 65339F101 |
| MG | Mistras Group Inc | 21,362 | $171K | 0.0% | $8.01 | $5.47 | +46.3% | COM | 60649T107 |