Pecaut & Co.

Pecaut & Co. as of March 31, 2020

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 62 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 17.2 $19M 104k 182.83
Apple (AAPL) 12.6 $14M 55k 254.30
Alphabet Inc Class C cs (GOOG) 8.0 $8.8M 7.6k 1162.78
Berkshire Hathaway (BRK.A) 5.7 $6.3M 23.00 272000.00
Liberty Media Corp Delaware Com A Siriusxm 4.4 $4.8M 153k 31.69
Brookfield Asset Management 3.7 $4.0M 91k 44.25
Wells Fargo & Company (WFC) 3.6 $4.0M 140k 28.70
Johnson & Johnson (JNJ) 3.4 $3.8M 29k 131.12
Costco Wholesale Corporation (COST) 3.0 $3.4M 12k 285.13
Walt Disney Company (DIS) 2.7 $3.0M 31k 96.61
Atlas Corp 2.7 $2.9M 384k 7.69
Source Capital (SOR) 2.5 $2.7M 88k 30.69
White Mountains Insurance Gp (WTM) 2.4 $2.6M 2.8k 910.14
Alleghany Corporation 2.3 $2.6M 4.7k 552.24
Bank of America Corporation (BAC) 2.2 $2.4M 112k 21.23
Liberty Media Corp Del Com Ser 2.1 $2.4M 91k 25.82
Lowe's Companies (LOW) 2.1 $2.3M 27k 86.07
Texas Pacific Land Trust 2.1 $2.3M 6.0k 380.04
MasterCard Incorporated (MA) 2.0 $2.2M 9.0k 241.60
Delta Air Lines (DAL) 1.3 $1.4M 49k 28.53
Union Pacific Corporation (UNP) 1.3 $1.4M 9.8k 141.08
Gabelli Equity Trust (GAB) 1.0 $1.1M 255k 4.35
Casey's General Stores (CASY) 0.9 $956k 7.2k 132.50
Verisk Analytics (VRSK) 0.8 $907k 6.5k 139.32
Howard Hughes 0.8 $864k 17k 50.50
Wyndham Hotels And Resorts (WH) 0.7 $806k 26k 31.52
Canadian Natl Ry (CNI) 0.7 $800k 10k 77.67
American Express Company (AXP) 0.7 $733k 8.6k 85.56
Builders FirstSource (BLDR) 0.6 $657k 54k 12.23
Pepsi (PEP) 0.5 $552k 4.6k 120.00
UMH Properties (UMH) 0.5 $512k 47k 10.86
Alphabet Inc Class A cs (GOOGL) 0.4 $465k 400.00 1162.50
Occidental Petroleum Corporation (OXY) 0.4 $404k 35k 11.58
PriceSmart (PSMT) 0.3 $385k 7.3k 52.52
Markel Corporation (MKL) 0.3 $363k 391.00 928.39
Independent Bank (INDB) 0.3 $360k 5.6k 64.35
Store Capital Corp reit 0.3 $357k 20k 18.12
Accenture (ACN) 0.3 $318k 2.0k 163.08
American International (AIG) 0.3 $313k 13k 24.26
Unilever (UL) 0.3 $303k 6.0k 50.50
Liberty Interactive Corp (QRTEA) 0.3 $280k 46k 6.10
Schlumberger (SLB) 0.2 $270k 20k 13.50
CarMax (KMX) 0.2 $269k 5.0k 53.80
Monmouth R.E. Inv 0.2 $268k 22k 12.04
Facebook Inc cl a (META) 0.2 $263k 1.6k 166.98
Royce Micro Capital Trust (RMT) 0.2 $259k 47k 5.56
Mondelez Int (MDLZ) 0.2 $258k 5.2k 50.00
Easterly Government Properti reit (DEA) 0.2 $246k 10k 24.60
Cimarex Energy 0.2 $198k 12k 16.85
Park Hotels & Resorts Inc-wi (PK) 0.1 $132k 17k 7.91
iShares Lehman Short Treasury Bond (SHV) 0.1 $110k 995.00 110.55
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $98k 1.1k 86.96
RENN Global Entrepreneurs Fund (RCG) 0.1 $93k 86k 1.08
Ladder Capital Corp Class A (LADR) 0.1 $79k 17k 4.76
Tidewater (TDW) 0.1 $68k 9.6k 7.11
Tidewater Inc A Warrants 0.0 $22k 24k 0.91
Liberty Media Corp Delaware Com C Siriusxm 0.0 $15k 468.00 32.05
Liberty Media Corp Delaware Com C Braves Grp 0.0 $14k 745.00 18.79
Tidewater Inc B Warrants 0.0 $12k 21k 0.58
American Intl Group 0.0 $5.0k 6.5k 0.77
Liberty Media Corp Series C Li 0.0 $3.0k 115.00 26.09
Liberty Media Corp Delaware Com A Braves Grp 0.0 $2.0k 122.00 16.39