Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

Berkshire Hathaway Inc 31.2% Held

JPM JPMorgan Chase & Co 13.8% Held EPD Enterprise Prods Partners L 5.3% Held BRK-B Berkshire Hathaway Inc 5.1% Held CSCO Cisco Sys Inc 3.7% Trimmed −16%TRV Travelers Companies Inc 3.2% Held EVR Evercore Inc 3.1% Held SCHW Schwab Charles Corp 3.0% Held CAT Caterpillar Inc 3.0% Trimmed −10%EBAY Ebay Inc. 2.8% Held UTF Cohen & Steers Infrastructur 2.7% Held YUM Yum Brands Inc 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 11, 2026 filing

add_circleNew

POOL $9.71M
WPC $2.75M
RLJ $769K
CBL $752K

arrow_upwardAdded

QXO +27%

arrow_downwardTrimmed

CSCO −16%
CAT −10%

remove_circleSold out

IBP $37.9M
VTR $2.66M
APLE $1.26M
MAA $1.11M