Location: Omaha, NE
CIK: 0001013701 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 22, 2026
Total Value: $343M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corp | 112,895 | $53.58M | 15.6% | $244.67 | +52.6% | COM | 88262P102 |
| BRK/B | Berkshire Hathaway Inc Cl B | 45,772 | $21.93M | 6.4% | $215.71 | +128.8% | COM | 084670702 |
| PSX | Phillips 66 | 86,599 | $15.78M | 4.6% | $70.84 | +107.7% | COM | 718546104 |
| AJG | Arthur J Gallagher & Co | 66,734 | $14.45M | 4.2% | $220.64 | +9.0% | COM | 363576109 |
| MSFT | Microsoft Corp | 36,982 | $13.69M | 4.0% | $83.79 | +418.7% | COM | 594918104 |
| AFL | Aflac Inc | 121,631 | $13.34M | 3.9% | $49.03 | +126.8% | COM | 001055102 |
| HCA | HCA Healthcare Inc | 25,614 | $12.12M | 3.5% | $246.26 | +102.2% | COM | 40412C101 |
| GOOG | Alphabet Inc Cl C | 41,297 | $11.85M | 3.5% | $101.44 | +219.1% | COM | 02079K107 |
| CB | Chubb Corp | 34,242 | $11.16M | 3.3% | $275.21 | +14.9% | COM | H1467J104 |
| ELV | Elevance Health Inc | 37,179 | $10.88M | 3.2% | $384.61 | -8.6% | COM | 036752103 |
| JNJ | Johnson & Johnson | 44,171 | $10.8M | 3.1% | $153.28 | +48.7% | COM | 478160104 |
| HSY | Hershey Foods Corp | 51,214 | $10.65M | 3.1% | $83.27 | +145.9% | COM | 427866108 |
| FITB | Fifth Third Bancorp | 221,728 | $10.3M | 3.0% | $30.88 | +66.1% | COM | 316773100 |
| LECO | Lincoln Electric Holdings Inc | 40,840 | $10.17M | 3.0% | $56.86 | +376.2% | COM | 533900106 |
| DIS | Disney Walt | 94,684 | $9.126M | 2.7% | $69.42 | +57.7% | COM | 254687106 |
| NNI | Nelnet | 66,467 | $8.572M | 2.5% | $87.89 | +50.6% | COM | 64031N108 |
| ABG | Asbury Automotive Group | 38,925 | $7.606M | 2.2% | $220.77 | +7.1% | COM | 043436104 |
| CFR | Cullen/Frost Bankers, Inc. | 53,647 | $7.354M | 2.1% | $81.48 | +71.9% | COM | 229899109 |
| CP | Canadian Pacific Kansas City L | 89,663 | $7.053M | 2.1% | $77.48 | -0.3% | COM | 13646K108 |
| TMO | Thermo Fisher Corp | 13,461 | $6.616M | 1.9% | $114.35 | +402.5% | COM | 883556102 |
| CVX | Chevron Corp | 31,174 | $6.45M | 1.9% | $96.81 | +77.5% | COM | 166764100 |
| BN | Brookfield Corporation | 152,318 | $6.164M | 1.8% | $27.25 | +71.3% | COM | 11271J107 |
| BRK/A | Berkshire Hathaway Inc Cl A | 8 | $5.745M | 1.7% | $385612.84 | +92.0% | COM | 084670108 |
| PFE | Pfizer Inc | 190,858 | $5.359M | 1.6% | $16.85 | +55.4% | COM | 717081103 |
| VMC | Vulcan Materials Co | 19,462 | $5.3M | 1.5% | $46.98 | +553.0% | COM | 929160109 |
| CRL | Charles River Labs Int'l | 28,534 | $4.922M | 1.4% | $225.27 | -12.3% | COM | 159864107 |
| BRKR | Bruker Corp | 132,668 | $4.792M | 1.4% | $51.21 | -11.4% | COM | 116794108 |
| MSM | MSC Industrial Direct Co. | 40,761 | $3.761M | 1.1% | $82.80 | +7.3% | COM | 553530106 |
| HZO | MarineMax, Inc. | 129,762 | $3.511M | 1.0% | $37.29 | -24.2% | COM | 567908108 |
| CNI | Canadian National Railway Co | 33,384 | $3.431M | 1.0% | $52.98 | +92.7% | COM | 136375102 |
| LKQ | LKQ Corporation | 109,483 | $3.216M | 0.9% | $34.69 | -4.2% | COM | 501889208 |
| MCD | McDonalds Corp | 8,955 | $2.783M | 0.8% | $73.70 | +330.5% | COM | 580135101 |
| SKYH | Sky Harbour Group Corp Cl A | 272,319 | $2.622M | 0.8% | $11.17 | -18.3% | COM | 83085C107 |
| BAM | Brookfield Asset Management Lt | 55,196 | $2.453M | 0.7% | $28.20 | +82.4% | COM | 113004105 |
| SPY | SPDR S&P 500 | 2,270 | $1.476M | 0.4% | $586.08 | — | COM | 78462F103 |
| PEP | Pepsico Inc | 8,428 | $1.309M | 0.4% | $131.49 | +17.7% | COM | 713448108 |
| COST | Costco Wholesale Corp | 1,281 | $1.276M | 0.4% | $788.24 | +22.3% | COM | 22160K105 |
| CWGL | Crimson Wine Group Ltd | 253,937 | $1.12M | 0.3% | $6.39 | -22.3% | COM | 22662X100 |
| KO | Coca Cola Co | 13,825 | $1.051M | 0.3% | $51.76 | +44.4% | COM | 191216100 |
| PG | Procter & Gamble Co | 6,669 | $963K | 0.3% | $58.14 | +161.1% | COM | 742718109 |
| DNOPY | Dino Polska SA Adr | 97,135 | $897K | 0.3% | $18.30 | — | COM | 25445T106 |
| CMRE 8.5 PERP C | Costamare Inc. 8.50 Preferred | 30,893 | $822K | 0.2% | $25.36 | — | PRD | Y1771G128 |
| CSTM | Constellium SE | 30,520 | $750K | 0.2% | $13.80 | +68.0% | COM | F21107101 |
| AAPL | Apple Inc | 2,800 | $711K | 0.2% | $142.60 | +84.3% | COM | 037833100 |
| NSRGY | Nestle S.A. Spons ADR | 6,580 | $642K | 0.2% | $113.40 | — | COM | 641069406 |
| AZO | Auto Zone Inc | 172 | $581K | 0.2% | $2462.78 | +47.2% | COM | 053332102 |
| FINN | First National of Nebraska Inc | 26 | $429K | 0.1% | $12123.19 | +32.2% | COM | 335720108 |
| WMT | Walmart Inc | 3,150 | $391K | 0.1% | $55.45 | +120.1% | COM | 931142103 |
| ABBV | Abbvie Inc | 1,768 | $385K | 0.1% | $72.50 | +207.0% | COM | 00287Y109 |
| COHR | Coherent, Inc. | 1,400 | $333K | 0.1% | $99.69 | +114.0% | COM | 19247G107 |
| AMZN | Amazon.com Inc | 1,600 | $333K | 0.1% | $183.58 | +23.6% | COM | 023135106 |
| WPM | Wheaton Precious Metals Corp | 2,500 | $328K | 0.1% | $84.09 | +66.3% | COM | 962879102 |
| IVV | iShares Core S&P 500 ETF | 500 | $327K | 0.1% | $588.68 | — | COM | 464287200 |
| CL | Colgate Palmolive Co | 3,830 | $326K | 0.1% | $44.38 | +100.0% | COM | 194162103 |
| D | Dominion Energy, Inc. | 5,190 | $321K | 0.1% | $38.57 | +59.7% | COM | 25746U109 |
| NEE | Nextera Energy Inc | 3,000 | $279K | 0.1% | $57.15 | +52.5% | COM | 65339F101 |
| ABT | Abbott Laboratories | 2,597 | $267K | 0.1% | $61.65 | +87.2% | COM | 002824100 |
| STKL | SunOpta Inc. | 37,500 | $243K | 0.1% | $5.87 | -12.1% | COM | 8676EP108 |
| — | Cardinal Resources | 100,000 | $0 | 0.0% | — | — | COM | 14153Q108 |