Pecaut & Co.

Pecaut & Co. as of June 30, 2020

Portfolio Holdings for Pecaut & Co.

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 15.4 $20M 54k 364.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 14.1 $18M 101k 178.51
Alphabet Cap Stk Cl C (GOOG) 8.3 $11M 7.5k 1413.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.8 $6.1M 23.00 267304.35
Mastercard Incorporated Cl A (MA) 4.4 $5.6M 19k 295.72
Liberty Media Corp Del Com A Siriusxm 3.9 $5.0M 146k 34.52
Brookfield Asset Mgmt Cl A Ltd Vt Sh 3.3 $4.2M 128k 32.90
Johnson & Johnson (JNJ) 3.1 $4.0M 29k 140.62
Lowe's Companies (LOW) 3.0 $3.8M 28k 135.13
Costco Wholesale Corporation (COST) 2.8 $3.6M 12k 303.23
Texas Pac Ld Tr Sub Ctf Prop I T 2.8 $3.5M 6.0k 594.66
Disney Walt Com Disney (DIS) 2.6 $3.3M 30k 111.51
Microsoft Corporation (MSFT) 2.3 $3.0M 15k 203.51
Atlas Corp SHS 2.2 $2.9M 377k 7.60
Bank of America Corporation (BAC) 2.1 $2.7M 113k 23.75
Wells Fargo & Company (WFC) 2.1 $2.6M 103k 25.60
White Mountains Insurance Gp (WTM) 2.0 $2.5M 2.8k 887.91
Source Capital (SOR) 2.0 $2.5M 76k 33.08
Liberty Media Corp Del Com Ser A Frmla 1.9 $2.4M 84k 29.18
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.9 $2.4M 43k 54.62
Alleghany Corporation 1.7 $2.2M 4.6k 489.15
Union Pacific Corporation (UNP) 1.3 $1.6M 9.6k 169.07
Verisk Analytics (VRSK) 0.9 $1.1M 6.5k 170.20
Builders FirstSource (BLDR) 0.8 $1.0M 50k 20.70
Gabelli Equity Trust (GAB) 0.8 $1.0M 204k 5.03
Wyndham Hotels And Resorts (WH) 0.8 $990k 23k 42.63
Canadian Natl Ry (CNI) 0.7 $890k 10k 88.56
American Express Company (AXP) 0.6 $816k 8.6k 95.25
Pepsi (PEP) 0.5 $608k 4.6k 132.17
Alphabet Cap Stk Cl A (GOOGL) 0.4 $567k 400.00 1417.50
Howard Hughes 0.4 $554k 11k 51.97
Occidental Petroleum Corporation (OXY) 0.4 $548k 30k 18.29
Casey's General Stores (CASY) 0.4 $477k 3.2k 149.53
Store Capital Corp reit 0.4 $469k 20k 23.81
CarMax (KMX) 0.4 $448k 5.0k 89.60
NVIDIA Corporation (NVDA) 0.3 $443k 1.2k 380.26
Qurate Retail Com Ser A (QRTEA) 0.3 $436k 46k 9.49
Accenture Plc Ireland Shs Class A (ACN) 0.3 $408k 1.9k 214.74
Intercontinental Exchange (ICE) 0.3 $403k 4.4k 91.59
Schlumberger (SLB) 0.3 $359k 20k 18.41
Facebook Cl A (META) 0.3 $358k 1.6k 227.30
Markel Corporation (MKL) 0.3 $347k 376.00 922.87
Amazon (AMZN) 0.3 $342k 124.00 2758.06
Unilever Spon Adr New (UL) 0.3 $329k 6.0k 54.83
Independent Bank (INDB) 0.2 $301k 4.5k 67.07
Cimarex Energy 0.2 $298k 11k 27.47
Mondelez Intl Cl A (MDLZ) 0.2 $248k 4.9k 51.03
Shopify Cl A (SHOP) 0.2 $237k 250.00 948.00
Royce Micro Capital Trust (RMT) 0.2 $233k 32k 7.18
Easterly Government Properti reit (DEA) 0.2 $231k 10k 23.10
Monmouth Real Estate Invt Cl A 0.2 $214k 15k 14.51
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $204k 8.5k 24.05
Ishares Tr Short Treas Bd (SHV) 0.1 $110k 995.00 110.55
RENN Global Entrepreneurs Fund (RCG) 0.1 $109k 86k 1.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $98k 1.1k 86.96
Tidewater (TDW) 0.0 $47k 8.4k 5.58
Liberty Media Corp Del Com C Siriusxm 0.0 $16k 468.00 34.19
Liberty Media Corp Del Com C Braves Grp 0.0 $15k 745.00 20.13
Tidewater *w Exp 07/31/202 0.0 $13k 23k 0.56
Tidewater *w Exp 07/31/202 0.0 $8.0k 20k 0.41
Liberty Media Corp Del Com Ser C Frmla 0.0 $4.0k 115.00 34.78
Liberty Media Corp Del Com A Braves Grp 0.0 $2.0k 122.00 16.39