Holdings
| MU MICRON TECHNOLOGY INC | $573.6M | 29.8% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $483.1M | 25.1% | 14,586,987 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $277.3M | 14.4% | 897,749 | — | — | Held |
| GOOG ALPHABET INC-CL C | $270.1M | 14.0% | 3,044,000 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $224.4M | 11.6% | 2,543,300 | +1,595,300 | +168.3% | Added |
| AAPL APPLE INC | $98.7M | 5.1% | 759,600 | — | — | Held |
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.