← Investors
Portfolio · 2025-Q3
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | 8,715,741 | $597.7M | 4.9% |
| HAGERTY INC CL A COM | 3,108,000 | $37.5M | 0.3% |
| ALPHABET INC CAP STK CL C | 2,749,860 |
Sector allocation
How the book's sector weights moved
Communication Services rose most (▲ +1pp) · Financials fell most (▼ −1pp)
124 of 129 holdings classified · Sectors derived from free SEC SIC codes + curated overrides.
Recent moves
Latest filed · 2026-03-31
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2026-Q129 opened
OpenedGOOG +$788.8MAAPL +$311.5MV +$303.5MHD +$302.6MWSO +$211.8MBLK +$211.8M+23 more