Pecaut & Co.

Pecaut & Co. as of March 31, 2021

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 58 positions in its portfolio as reported in the March 2021 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) 17.0 $24M 92k 255.47
Apple (AAPL) 10.2 $14M 116k 122.15
Alphabet Cap Stk Cl C (GOOG) 8.6 $12M 5.8k 2068.70
Texas Pacific Land Corp (TPL) 6.9 $9.6M 6.1k 1589.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.3 $7.3M 19.00 385684.21
Walt Disney Company (DIS) 4.9 $6.8M 37k 184.52
Lowe's Companies (LOW) 3.9 $5.4M 29k 190.17
Johnson & Johnson (JNJ) 3.3 $4.5M 28k 164.34
Wal-Mart Stores (WMT) 3.0 $4.2M 31k 135.82
Mastercard Incorporated Cl A (MA) 2.9 $4.0M 11k 356.04
Atlas Corp Shares 2.7 $3.8M 275k 13.65
Bank of America Corporation (BAC) 2.6 $3.6M 93k 38.69
Costco Wholesale Corporation (COST) 2.5 $3.5M 9.8k 352.44
Intercontinental Exchange (ICE) 2.4 $3.4M 30k 111.68
Source Capital (SOR) 2.1 $3.0M 68k 43.75
Microsoft Corporation (MSFT) 2.0 $2.7M 12k 235.75
Listed Fd Tr Horizon Kinetics (INFL) 1.9 $2.6M 97k 27.11
White Mountains Insurance Gp (WTM) 1.9 $2.6M 2.3k 1114.73
Sony Corp Sponsored Adr (SONY) 1.5 $2.1M 20k 106.01
Union Pacific Corporation (UNP) 1.5 $2.0M 9.3k 220.37
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.4 $1.9M 29k 65.00
Alleghany Corporation 1.2 $1.7M 2.8k 626.32
Sprott Physical Gold Tr Unit (PHYS) 0.8 $1.1M 80k 13.41
Verisk Analytics (VRSK) 0.8 $1.1M 6.0k 176.71
Gabelli Equity Trust (GAB) 0.7 $1.0M 152k 6.82
American Express Company (AXP) 0.6 $816k 5.8k 141.49
Ishares Tr Short Treas Bd (SHV) 0.5 $749k 6.8k 110.55
Liberty Media Corp Del Com Ser A Frmla 0.5 $718k 19k 38.24
Builders FirstSource (BLDR) 0.5 $714k 15k 46.36
Pepsi (PEP) 0.5 $651k 4.6k 141.52
NVIDIA Corporation (NVDA) 0.4 $622k 1.2k 533.91
Store Capital Corp reit 0.4 $606k 18k 33.48
Canadian Natl Ry (CNI) 0.4 $586k 5.1k 116.04
Casey's General Stores (CASY) 0.4 $517k 2.4k 216.32
Accenture Plc Ireland Shs Class A (ACN) 0.4 $497k 1.8k 276.11
Markel Corporation (MKL) 0.3 $425k 373.00 1139.41
Amazon (AMZN) 0.3 $368k 119.00 3092.44
Independent Bank (INDB) 0.2 $336k 4.0k 84.25
Facebook Cl A (META) 0.2 $331k 1.1k 294.22
Wheaton Precious Metals Corp (WPM) 0.2 $327k 8.6k 38.25
Occidental Petroleum Corporation (OXY) 0.2 $313k 12k 26.61
Franco-Nevada Corporation (FNV) 0.2 $301k 2.4k 125.42
Shopify Cl A (SHOP) 0.2 $277k 250.00 1108.00
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.2 $260k 22k 11.89
Tesla Motors (TSLA) 0.2 $250k 375.00 666.67
Fs Ban (FSBW) 0.2 $236k 3.5k 67.14
Mesabi Tr Ctf Ben Int (MSB) 0.2 $232k 7.7k 30.13
RENN Global Entrepreneurs Fund (RCG) 0.2 $226k 86k 2.63
Blackstone Mtg Tr Com Cl A (BXMT) 0.2 $214k 6.9k 31.01
Easterly Government Properti reit (DEA) 0.1 $207k 10k 20.70
Royce Micro Capital Trust (RMT) 0.1 $155k 14k 11.31
Tidewater *w Exp 07/31/202 0.0 $34k 23k 1.51
Tidewater *w Exp 07/31/202 0.0 $25k 19k 1.32
Liberty Media Corp Del Com C Siriusxm 0.0 $21k 468.00 44.87
Liberty Media Corp Del Com C Braves Grp 0.0 $21k 745.00 28.19
Liberty Media Corp Del Com A Braves Grp 0.0 $3.0k 122.00 24.59
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $2.0k 73.00 27.40
Liberty Media Corp Del Com Ser C Frmla 0.0 $2.0k 48.00 41.67