Pecaut & Co.

Pecaut & Co. as of Dec. 31, 2019

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 65 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 15.0 $24M 104k 226.50
Apple (AAPL) 10.5 $16M 56k 293.65
Alphabet Inc Class C cs (GOOG) 6.5 $10M 7.6k 1337.07
Wells Fargo & Company (WFC) 5.3 $8.4M 155k 53.80
Berkshire Hathaway (BRK.A) 5.0 $7.8M 23.00 339608.70
Liberty Media Corp Delaware Com A Siriusxm 4.8 $7.5M 155k 48.34
Texas Pacific Land Trust 4.5 $7.1M 9.1k 781.25
Brookfield Asset Management 3.6 $5.6M 97k 57.81
Seaspan Corp 3.5 $5.4M 382k 14.21
Johnson & Johnson (JNJ) 2.7 $4.2M 29k 145.87
Liberty Media Corp Del Com Ser 2.6 $4.1M 95k 43.78
Walt Disney Company (DIS) 2.5 $4.0M 28k 144.63
Bank of America Corporation (BAC) 2.4 $3.8M 109k 35.22
Alleghany Corporation 2.4 $3.8M 4.7k 799.58
Costco Wholesale Corporation (COST) 2.2 $3.5M 12k 293.88
Source Capital (SOR) 2.2 $3.4M 89k 38.69
White Mountains Insurance Gp (WTM) 2.1 $3.3M 3.0k 1115.58
MasterCard Incorporated (MA) 1.7 $2.7M 9.0k 298.61
Howard Hughes 1.6 $2.6M 20k 126.82
Delta Air Lines (DAL) 1.4 $2.1M 36k 58.48
Union Pacific Corporation (UNP) 1.1 $1.8M 10k 180.77
Gabelli Equity Trust (GAB) 1.0 $1.6M 265k 6.09
Wyndham Hotels And Resorts (WH) 1.0 $1.6M 26k 62.80
American International (AIG) 1.0 $1.5M 30k 51.34
Occidental Petroleum Corporation (OXY) 0.9 $1.4M 35k 41.21
Mondelez Int (MDLZ) 0.9 $1.4M 25k 55.10
Builders FirstSource (BLDR) 0.9 $1.4M 54k 25.42
Casey's General Stores (CASY) 0.8 $1.3M 8.0k 158.95
American Express Company (AXP) 0.7 $1.1M 8.5k 124.55
Verisk Analytics (VRSK) 0.6 $986k 6.6k 149.39
Cimarex Energy 0.6 $958k 18k 52.49
Canadian Natl Ry (CNI) 0.6 $932k 10k 90.49
Tanger Factory Outlet Centers (SKT) 0.6 $887k 60k 14.73
Schlumberger (SLB) 0.5 $808k 20k 40.20
UMH Properties (UMH) 0.5 $788k 50k 15.73
TCW Strategic Income Fund (TSI) 0.5 $719k 125k 5.77
Store Capital Corp reit 0.5 $715k 19k 37.24
Pepsi (PEP) 0.4 $629k 4.6k 136.74
PriceSmart (PSMT) 0.3 $535k 7.5k 71.05
Alphabet Inc Class A cs (GOOGL) 0.3 $536k 400.00 1340.00
Independent Bank (INDB) 0.3 $466k 5.6k 83.30
Park Hotels & Resorts Inc-wi (PK) 0.3 $448k 17k 25.86
CarMax (KMX) 0.3 $438k 5.0k 87.60
Markel Corporation (MKL) 0.3 $447k 391.00 1143.22
Accenture (ACN) 0.3 $411k 2.0k 210.77
Royce Micro Capital Trust (RMT) 0.2 $385k 45k 8.54
Liberty Interactive Corp (QRTEA) 0.2 $387k 46k 8.43
Unilever (UL) 0.2 $343k 6.0k 57.17
Monmouth R.E. Inv 0.2 $322k 22k 14.47
Facebook Inc cl a (META) 0.2 $323k 1.6k 205.08
Blackstone Mtg Tr (BXMT) 0.2 $313k 8.4k 37.20
Ladder Capital Corp Class A (LADR) 0.2 $290k 16k 18.01
Fs Ban (FSBW) 0.2 $270k 4.2k 63.68
Easterly Government Properti reit (DEA) 0.1 $237k 10k 23.70
iShares Lehman Short Treasury Bond (SHV) 0.1 $220k 2.0k 110.55
Tidewater (TDW) 0.1 $184k 9.6k 19.24
RENN Global Entrepreneurs Fund (RCG) 0.1 $141k 86k 1.64
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $95k 1.1k 84.29
American Intl Group 0.0 $36k 3.5k 10.29
Tidewater Inc A Warrants 0.0 $39k 24k 1.62
Tidewater Inc B Warrants 0.0 $24k 21k 1.16
Liberty Media Corp Delaware Com C Siriusxm 0.0 $23k 468.00 49.15
Liberty Media Corp Series C Li 0.0 $5.0k 115.00 43.48
Liberty Media Corp Delaware Com A Braves Grp 0.0 $4.0k 122.00 32.79
Liberty Media Corp Delaware Com C Braves Grp 0.0 $7.0k 245.00 28.57