Holdings
| BAC BANK OF AMERICA CORP | $717.5M | 29.0% | 18,081,133 | — | — | Held |
| GOOG ALPHABET INC-CL C | $508.9M | 20.6% | 3,044,000 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $421.8M | 17.1% | 2,543,300 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $413.2M | 16.7% | 897,749 | — | — | Held |
| EWBC EAST WEST BANCORP INC | $229.7M | 9.3% | 2,776,351 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $75.6M | 3.1% | 1,466,500 | — | — | Held |
| AAPL APPLE INC | $74.0M | 3.0% | 317,700 | −441,900 | −58.2% | Reduced |
| SOC SABLE OFFSHORE CORP | $31.7M | 1.3% | 1,343,000 | +1,343,000 | — | New |
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.