← Investors
Portfolio · 2026-Q1
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| BROOKFIELD CORP CL A LTD VT SH | 13,073,609 | $529.1M | 4.4% |
| HAGERTY INC CL A COM | 3,108,000 | $32.7M | 0.3% |
| NOVO-NORDISK A S ADR | 2,869,774 |
Sector allocation
How the book's sector weights moved
Communication Services rose most (▲ +2pp) · Financials fell most (▼ −3pp)
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