Holdings
| BAC BANK OF AMERICA CORP | $577.8M | 26.1% | 13,846,633 | −4,234,500 | −23.4% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $478.1M | 21.6% | 897,749 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $393.3M | 17.8% | 2,543,300 | — | — | Held |
| GOOG ALPHABET INC-CL C | $383.0M | 17.3% | 2,451,300 | −592,700 | −19.5% | Reduced |
| EWBC EAST WEST BANCORP INC | $249.2M | 11.3% | 2,776,351 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $72.4M | 3.3% | 1,466,500 | — | — | Held |
| SOC SABLE OFFSHORE CORP | $34.1M | 1.5% | 1,343,000 | — | — | Held |
| AAPL APPLE INC | $24.6M | 1.1% | 110,600 | −207,100 | −65.2% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.