Pecaut & Co.

Pecaut & Co. as of Dec. 31, 2020

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 57 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 16.3 $22M 94k 231.87
Apple (AAPL) 13.0 $17M 131k 132.69
Alphabet Cap Stk Cl C (GOOG) 8.1 $11M 6.1k 1751.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.2 $7.0M 20.00 347800.00
Walt Disney Company (DIS) 5.1 $6.8M 38k 181.19
Lowe's Companies (LOW) 3.6 $4.7M 30k 160.51
Wal-Mart Stores (WMT) 3.6 $4.7M 33k 144.14
Texas Pac Ld Tr Sub Ctf Prop I T 3.6 $4.7M 6.5k 726.99
Liberty Media Corp Del Com A Siriusxm 3.3 $4.4M 101k 43.19
Johnson & Johnson (JNJ) 3.2 $4.3M 27k 157.37
Mastercard Incorporated Cl A (MA) 3.2 $4.2M 12k 356.92
Costco Wholesale Corporation (COST) 2.8 $3.7M 9.8k 376.77
Intercontinental Exchange (ICE) 2.6 $3.5M 30k 115.30
Atlas Corp Shares 2.4 $3.2M 293k 10.84
Bank of America Corporation (BAC) 2.1 $2.8M 94k 30.31
Source Capital (SOR) 2.1 $2.8M 70k 39.92
Microsoft Corporation (MSFT) 1.8 $2.4M 11k 222.41
White Mountains Insurance Gp (WTM) 1.8 $2.4M 2.4k 1000.84
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.7 $2.3M 38k 61.11
Alleghany Corporation 1.7 $2.2M 3.7k 603.62
Union Pacific Corporation (UNP) 1.5 $1.9M 9.3k 208.21
Liberty Media Corp Del Com Ser A Frmla 1.2 $1.7M 44k 38.00
Verisk Analytics (VRSK) 1.0 $1.4M 6.5k 207.53
Sprott Physical Gold Tr Unit (PHYS) 0.9 $1.2M 80k 15.08
Gabelli Equity Trust (GAB) 0.8 $1.1M 175k 6.27
Builders FirstSource (BLDR) 0.8 $1.0M 25k 40.80
American Express Company (AXP) 0.5 $697k 5.8k 120.86
Pepsi (PEP) 0.5 $682k 4.6k 148.26
Store Capital Corp reit 0.5 $622k 18k 33.99
NVIDIA Corporation (NVDA) 0.5 $608k 1.2k 521.89
Casey's General Stores (CASY) 0.4 $570k 3.2k 178.68
Canadian Natl Ry (CNI) 0.4 $555k 5.1k 109.90
Accenture Plc Ireland Shs Class A (ACN) 0.4 $470k 1.8k 261.11
Facebook Cl A (META) 0.3 $430k 1.6k 273.02
Amazon (AMZN) 0.3 $388k 119.00 3260.50
Markel Corporation (MKL) 0.3 $385k 373.00 1032.17
Independent Bank (INDB) 0.2 $291k 4.0k 72.97
Shopify Cl A (SHOP) 0.2 $283k 250.00 1132.00
Tesla Motors (TSLA) 0.2 $265k 375.00 706.67
Wheaton Precious Metals Corp (WPM) 0.2 $257k 6.2k 41.79
Wyndham Hotels And Resorts (WH) 0.2 $244k 4.1k 59.51
Royce Micro Capital Trust (RMT) 0.2 $227k 22k 10.12
Easterly Government Properti reit (DEA) 0.2 $227k 10k 22.70
Franco-Nevada Corporation (FNV) 0.2 $226k 1.8k 125.56
Mesabi Tr Ctf Ben Int (MSB) 0.2 $216k 7.7k 28.05
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $208k 7.6k 27.50
Occidental Petroleum Corporation (OXY) 0.2 $204k 12k 17.34
Fs Ban (FSBW) 0.2 $204k 3.7k 54.91
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.1 $149k 22k 6.81
RENN Global Entrepreneurs Fund (RCG) 0.1 $147k 86k 1.71
Tidewater (TDW) 0.0 $26k 3.0k 8.62
Liberty Media Corp Del Com C Siriusxm 0.0 $20k 468.00 42.73
Liberty Media Corp Del Com C Braves Grp 0.0 $19k 745.00 25.50
Tidewater *w Exp 07/31/202 0.0 $10k 23k 0.44
Tidewater *w Exp 07/31/202 0.0 $7.0k 19k 0.37
Liberty Media Corp Del Com A Braves Grp 0.0 $3.0k 122.00 24.59
Liberty Media Corp Del Com Ser C Frmla 0.0 $2.0k 48.00 41.67