Location: Omaha, NE
CIK: 0001013701 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Oct 20, 2025
Total Value: $548M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Cl B | 75,506 | $37.96M | 6.9% | $502.74 | $210.31 | +139.0% | COM | 084670702 |
| TPL | Texas Pacific Land Corp | 39,742 | $37.1M | 6.8% | $933.64 * | $131.56 | +136.1% | COM | 88262P102 |
| AZO | Auto Zone Inc | 5,496 | $23.58M | 4.3% | $4290.24 | $2462.78 | +74.2% | COM | 053332102 |
| HCA | HCA Healthcare Inc | 52,063 | $22.19M | 4.1% | $426.20 | $246.26 | +72.8% | COM | 40412C101 |
| MSFT | Microsoft Corp | 41,644 | $21.57M | 3.9% | $517.95 | $53.52 | +865.9% | COM | 594918104 |
| PSX | Phillips 66 | 149,616 | $20.35M | 3.7% | $136.02 | $70.84 | +90.4% | COM | 718546104 |
| AJG | Arthur J Gallagher & Co | 63,168 | $19.57M | 3.6% | $309.74 | $219.09 | +41.0% | COM | 363576109 |
| GOOG | Alphabet Inc Cl C | 72,674 | $17.7M | 3.2% | $243.55 | $96.70 | +151.7% | COM | 02079K107 |
| AFL | Aflac Inc | 128,105 | $14.31M | 2.6% | $111.70 | $49.03 | +126.6% | COM | 001055102 |
| ELV | Elevance Health Inc | 43,258 | $13.98M | 2.6% | $323.12 | $412.37 | -22.0% | COM | 036752103 |
| FITB | Fifth Third Bancorp | 308,900 | $13.76M | 2.5% | $44.55 | $29.42 | +50.1% | COM | 316773100 |
| CB | Chubb Corp | 48,521 | $13.7M | 2.5% | $282.25 | $275.21 | +2.6% | COM | H1467J104 |
| BRK/A | Berkshire Hathaway Inc Cl A | 18 | $13.58M | 2.5% | $754200.00 | $385612.84 | +95.6% | COM | 084670108 |
| NNI | Nelnet | 100,918 | $12.65M | 2.3% | $125.38 | $87.89 | +42.7% | COM | 64031N108 |
| CPRT | Copart Inc | 271,220 | $12.2M | 2.2% | $44.97 | $39.33 | +14.3% | COM | 217204106 |
| LECO | Lincoln Electric Holdings Inc | 50,661 | $11.95M | 2.2% | $235.83 | $56.86 | +314.8% | COM | 533900106 |
| ABG | Asbury Automotive Group | 47,217 | $11.54M | 2.1% | $244.45 | $220.77 | +10.7% | COM | 043436104 |
| DIS | Disney Walt | 94,601 | $10.83M | 2.0% | $114.50 | $67.71 | +68.0% | COM | 254687106 |
| HSY | Hershey Foods Corp | 55,189 | $10.32M | 1.9% | $187.05 | $83.27 | +122.9% | COM | 427866108 |
| JNJ | Johnson & Johnson | 47,995 | $8.899M | 1.6% | $185.42 | $153.28 | +20.2% | COM | 478160104 |
| BN | Brookfield Corporation | 118,422 | $8.121M | 1.5% | $68.58 * | $21.90 | +108.5% | COM | 11271J107 |
| CRL | Charles River Labs Int'l | 49,915 | $7.81M | 1.4% | $156.46 | $225.27 | -30.5% | COM | 159864107 |
| TMO | Thermo Fisher Corp | 15,782 | $7.655M | 1.4% | $485.02 | $114.35 | +323.8% | COM | 883556102 |
| CP | Canadian Pacific Kansas City L | 97,467 | $7.26M | 1.3% | $74.49 | $77.48 | -3.9% | COM | 13646K108 |
| MSM | MSC Industrial Direct Co. | 76,047 | $7.007M | 1.3% | $92.14 | $82.80 | +11.3% | COM | 553530106 |
| DNOPY | Dino Polska SA Adr | 578,615 | $6.917M | 1.3% | $11.95 | $40.40 | -70.4% | COM | 25445T106 |
| BRKR | Bruker Corp | 212,085 | $6.891M | 1.3% | $32.49 | $51.21 | -36.6% | COM | 116794108 |
| CFR | Cullen/Frost Bankers, Inc. | 53,959 | $6.84M | 1.2% | $126.77 | $81.48 | +54.3% | COM | 229899109 |
| GOOGL | Alphabet Inc Cl A | 26,954 | $6.553M | 1.2% | $243.10 | $95.22 | +155.1% | COM | 02079K305 |
| KO | Coca Cola Co | 97,169 | $6.444M | 1.2% | $66.32 | $51.76 | +27.2% | COM | 191216100 |
| VMC | Vulcan Materials Co | 20,779 | $6.392M | 1.2% | $307.62 | $46.98 | +553.7% | COM | 929160109 |
| BOC | Boston Omaha Corp | 479,208 | $6.268M | 1.1% | $13.08 | $24.04 | -45.6% | COM | 101044105 |
| FINN | First National of Nebraska Inc | 418 | $5.852M | 1.1% | $14000.00 | $12123.19 | +14.0% | COM | 335720108 |
| CVX | Chevron Corp | 33,120 | $5.143M | 0.9% | $155.29 | $96.81 | +58.6% | COM | 166764100 |
| PFE | Pfizer Inc | 201,666 | $5.138M | 0.9% | $25.48 | $16.85 | +48.6% | COM | 717081103 |
| ROST | Ross Stores Inc | 32,085 | $4.889M | 0.9% | $152.39 | $109.39 | +39.0% | COM | 778296103 |
| SKYH | Sky Harbour Group Corp Cl A | 473,417 | $4.673M | 0.9% | $9.87 | $11.17 | -11.6% | COM | 83085C107 |
| AAPL | Apple Inc | 18,042 | $4.594M | 0.8% | $254.63 | $142.60 | +78.4% | COM | 037833100 |
| CIVI | Civitas Resources Inc. | 136,811 | $4.446M | 0.8% | $32.50 * | $56.03 | -44.5% | COM | 17888H103 |
| ACN | Accenture Plc Ireland Shs Cl A | 16,880 | $4.163M | 0.8% | $246.60 | $261.35 | -5.6% | COM | G1151C101 |
| TJX | TJX Companies Inc | 28,686 | $4.146M | 0.8% | $144.54 | $78.00 | +84.8% | COM | 872540109 |
| LKQ | LKQ Corporation | 132,334 | $4.041M | 0.7% | $30.54 | $34.69 | -12.9% | COM | 501889208 |
| KEYS | Keysight Technologies Inc | 21,361 | $3.736M | 0.7% | $174.92 | $96.82 | +80.7% | COM | 49338L103 |
| HZO | MarineMax, Inc. | 135,598 | $3.435M | 0.6% | $25.33 | $37.29 | -32.1% | COM | 567908108 |
| BAM | Brookfield Asset Management Lt | 59,870 | $3.409M | 0.6% | $56.94 | $28.20 | +100.2% | COM | 113004105 |
| SPY | SPDR S&P 500 | 5,083 | $3.386M | 0.6% | $666.18 | $589.16 | +13.1% | COM | 78462F103 |
| — | Valmont Industries Inc | 8,529 | $3.307M | 0.6% | $387.73 | $237.42 | — | COM | 902253101 |
| CNI | Canadian National Railway Co | 34,118 | $3.217M | 0.6% | $94.30 | $52.98 | +78.0% | COM | 136375102 |
| DFH | Dream Finders Homes Inc Cl A | 123,489 | $3.201M | 0.6% | $25.92 | $12.10 | +114.2% | COM | 26154D100 |
| WAT | Waters Corp | 10,571 | $3.169M | 0.6% | $299.81 | $323.68 | -7.4% | COM | 941848103 |
| — | Liberty Media Corp Ser A Formu | 32,740 | $3.118M | 0.6% | $95.22 | $67.50 | — | COM | 531229870 |
| MCD | McDonalds Corp | 9,272 | $2.818M | 0.5% | $303.89 | $73.70 | +309.9% | COM | 580135101 |
| PEP | Pepsico Inc | 17,810 | $2.501M | 0.5% | $140.44 | $125.62 | +10.7% | COM | 713448108 |
| WFC | Wells Fargo Co | 29,395 | $2.464M | 0.4% | $83.82 | $41.05 | +103.1% | COM | 949746101 |
| USB | US Bancorp | 45,836 | $2.215M | 0.4% | $48.33 | $38.86 | +23.2% | COM | 902973304 |
| MKL | Markel Corp | 1,052 | $2.011M | 0.4% | $1911.36 | $1328.48 | +43.9% | COM | 570535104 |
| AXP | American Express | 5,338 | $1.773M | 0.3% | $332.16 | $159.89 | +106.8% | COM | 025816109 |
| ESAB | Esab Corp | 13,674 | $1.528M | 0.3% | $111.74 | $60.60 | +84.1% | COM | 29605J106 |
| CWGL | Crimson Wine Group Ltd | 279,273 | $1.448M | 0.3% | $5.18 | $6.39 | -18.9% | COM | 22662X100 |
| UNH | United Health Group Inc | 4,031 | $1.392M | 0.3% | $345.30 | $457.25 | -25.0% | COM | 91324P102 |
| BAC | Bank of America | 26,006 | $1.342M | 0.2% | $51.59 | $30.57 | +67.9% | COM | 060505104 |
| COST | Costco Wholesale Corp | 1,281 | $1.185M | 0.2% | $925.28 | $788.24 | +17.3% | COM | 22160K105 |
| ABBV | Abbvie Inc | 4,750 | $1.1M | 0.2% | $231.54 | $72.50 | +217.1% | COM | 00287Y109 |
| PG | Procter & Gamble Co | 7,105 | $1.092M | 0.2% | $153.65 | $58.14 | +162.5% | COM | 742718109 |
| SCHX | Schwab US Large Cap ETF | 41,328 | $1.089M | 0.2% | $26.34 | $22.61 | +16.5% | COM | 808524201 |
| MCO | Moody's Corp | 2,070 | $986K | 0.2% | $476.48 | $294.98 | +61.2% | COM | 615369105 |
| CSTM | Constellium SE | 63,020 | $938K | 0.2% | $14.88 | $13.80 | +7.8% | COM | F21107101 |
| HD | Home Depot Inc | 2,289 | $927K | 0.2% | $405.19 | $329.30 | +22.3% | COM | 437076102 |
| CMRE 8.5 PERP C | Costamare Inc. 8.50 Preferred | 32,359 | $857K | 0.2% | $26.48 | $25.36 | — | PRD | Y1771G128 |
| AMGN | Amgen Inc | 2,723 | $768K | 0.1% | $282.20 | $230.02 | +21.8% | COM | 031162100 |
| ABT | Abbott Laboratories | 5,210 | $698K | 0.1% | $133.94 | $61.65 | +116.3% | COM | 002824100 |
| NSRGY | Nestle S.A. Spons ADR | 7,305 | $671K | 0.1% | $91.84 | $119.08 | -22.9% | COM | 641069406 |
| AMZN | Amazon.com Inc | 2,663 | $585K | 0.1% | $219.57 | $183.58 | +19.6% | COM | 023135106 |
| VCSH | Vanguard Scottsdale Fds Corp B | 7,018 | $561K | 0.1% | $79.93 | $78.77 | +1.5% | COM | 92206C409 |
| CVS | CVS Corp | 7,224 | $545K | 0.1% | $75.39 | $75.19 | -0.5% | COM | 126650100 |
| D | Dominion Energy, Inc. | 7,967 | $487K | 0.1% | $61.17 | $38.57 | +56.8% | COM | 25746U109 |
| WMT | Walmart Inc | 4,642 | $478K | 0.1% | $103.06 | $55.45 | +85.5% | COM | 931142103 |
| IVV | iShares Core S&P 500 ETF | 612 | $410K | 0.1% | $669.30 | $591.91 | +13.1% | COM | 464287200 |
| CL | Colgate Palmolive Co | 4,843 | $387K | 0.1% | $79.94 | $44.38 | +78.9% | COM | 194162103 |
| SCHM | Charles Schwab US Mc ETF | 12,625 | $374K | 0.1% | $29.64 | $26.38 | +12.4% | COM | 808524508 |
| SHEL | Shell Plc Sponsored Adr | 5,039 | $360K | 0.1% | $71.53 | $61.94 | +15.5% | COM | 780259305 |
| ADP | Automatic Data Processing Inc | 1,198 | $352K | 0.1% | $293.50 | $211.47 | +37.9% | COM | 053015103 |
| STKL | SunOpta Inc. | 57,500 | $337K | 0.1% | $5.86 * | $5.87 | +5.6% | COM | 8676EP108 |
| — | iShares Gold ETF | 4,619 | $336K | 0.1% | $72.77 | $62.36 | — | COM | 964285204 |
| SCHF | Schwab International Equity ET | 13,945 | $325K | 0.1% | $23.28 | $20.82 | +11.8% | COM | 808524805 |
| DEO | Diageo Plc ADR | 3,381 | $323K | 0.1% | $95.43 | $158.58 | -39.8% | COM | 25243Q205 |
| NVS | Novartis A G ADR | 2,402 | $308K | 0.1% | $128.24 | $87.56 | +46.5% | COM | 66987V109 |
| WPM | Wheaton Precious Metals Corp | 2,500 | $280K | 0.1% | $111.84 | $84.09 | +33.0% | COM | 962879102 |
| JPM | JP Morgan Chase & Co | 842 | $266K | 0.0% | $315.43 | $191.07 | +64.3% | COM | 46625H100 |
| UNP | Union Pacific Corp | 1,119 | $264K | 0.0% | $236.37 | $223.15 | +5.3% | COM | 907818108 |
| SCHZ | Schwab US Aggregate Bond ETF | 10,731 | $252K | 0.0% | $23.47 | $22.95 | +2.3% | COM | 808524839 |
| DOX | Amdocs Limited F | 3,015 | $247K | 0.0% | $82.05 | $86.60 | -5.9% | COM | G02602103 |
| DUK | Duke Energy Corp | 1,991 | $246K | 0.0% | $123.75 | $105.91 | +15.8% | COM | 26441C204 |
| JCI | Johnson Controls International | 2,101 | $231K | 0.0% | $109.95 | $91.75 | +19.8% | COM | G51502105 |
| NEE | Nextera Energy Inc | 3,000 | $226K | 0.0% | $75.49 | $57.15 | +31.2% | COM | 65339F101 |
| XOM | Exxon Mobil Corp | 2,000 | $226K | 0.0% | $112.75 | $110.09 | +1.5% | COM | 30231G102 |
| COHR | Coherent, Inc. | 2,000 | $215K | 0.0% | $107.72 | $99.69 | +8.1% | COM | 19247G107 |
| MG | Mistras Group Inc | 21,362 | $210K | 0.0% | $9.84 | $5.47 | +79.7% | COM | 60649T107 |
| — | Cardinal Resources | 100,000 | $0 | 0.0% | $0.00 | — | — | COM | 14153Q108 |