HoldingsChannel.com
Pecaut & CO. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $31,392
     BRK.B104,111-854$23,581
     BRK.A23UNCH$7,811
APPLE INC 55,974 -379 $16,437
     AAPL55,974-379$16,437
ALPHABET INC 7,574 -7 $10,127
     GOOG7,574-7$10,127
WELLS FARGO CO NEW 155,235 -40 $8,352
     WFC155,235-40$8,352
LIBERTY MEDIA CORP DELAWARE 155,209 UNCH $7,503
     LSXMA155,209UNCH$7,503
TEXAS PAC LD TR 9,056 -59 $7,075
     TPL9,056-59$7,075
BROOKFIELD ASSET MGMT INC 97,085 -1,190 $5,612
     BAM97,085-1,190$5,612
SEASPAN CORP 382,200 UNCH $5,431
     SSW382,200UNCH$5,431
JOHNSON & JOHNSON 28,690 -4,074 $4,185
     JNJ28,690-4,074$4,185
LIBERTY MEDIA CORP DELAWARE 94,607 UNCH $4,142
     FWONA94,607UNCH$4,142
DISNEY WALT CO 27,504 +20,704 $3,978
     DIS27,504+20,704$3,978
BANK AMER CORP 108,851 UNCH $3,834
     BAC108,851UNCH$3,834
ALLEGHANY CORP DEL 4,710 -100 $3,766
     Y4,710-100$3,766
COSTCO WHSL CORP NEW 11,770 UNCH $3,459
     COST11,770UNCH$3,459
SOURCE CAP INC 88,885 -4,044 $3,439
     SOR88,885-4,044$3,439
WHITE MTNS INS GROUP LTD 2,959 -35 $3,301
     WTM2,959-35$3,301
MASTERCARD INC 9,015 -93 $2,692
     MA9,015-93$2,692
HOWARD HUGHES CORP 20,360 -10,000 $2,582
     HHC20,360-10,000$2,582
DELTA AIR LINES INC DEL 36,250 +36,250 $2,120
     DAL36,250+36,250$2,120
UNION PACIFIC CORP 10,007 +1 $1,809
     UNP10,007+1$1,809
GABELLI EQUITY TR INC 264,821 -391 $1,613
     GAB264,821-391$1,613
WYNDHAM HOTELS & RESORTS INC 25,575 -1,000 $1,606
     WH25,575-1,000$1,606
AMERICAN INTL GROUP INC      $1,571
     AIG29,900-34,400$1,535
     AIG.WT3,500UNCH$36
OCCIDENTAL PETE CORP 34,800 +19,500 $1,434
     OXY34,800+19,500$1,434
MONDELEZ INTL INC 25,100 -1,500 $1,383
     MDLZ25,100-1,500$1,383
BUILDERS FIRSTSOURCE INC 53,700 -10,800 $1,365
     BLDR53,700-10,800$1,365
CASEYS GEN STORES INC 8,015 UNCH $1,274
     CASY8,015UNCH$1,274
AMERICAN EXPRESS CO 8,527 -125 $1,062
     AXP8,527-125$1,062
VERISK ANALYTICS INC 6,600 -250 $986
     VRSK6,600-250$986
CIMAREX ENERGY CO 18,250 -2,600 $958
     XEC18,250-2,600$958
CANADIAN NATL RY CO 10,300 UNCH $932
     CNI10,300UNCH$932
TANGER FACTORY OUTLET CTRS I 60,200 -8,000 $887
     SKT60,200-8,000$887
SCHLUMBERGER LTD 20,100 -200 $808
     SLB20,100-200$808
UMH PPTYS INC 50,083 -4,768 $788
     UMH50,083-4,768$788
TCW STRATEGIC INCOME FUND IN (TSI) 124,576 +16,958 $719
     TSI124,576+16,958$719
STORE CAP CORP 19,200 -1,500 $715
     STOR19,200-1,500$715
PEPSICO INC 4,600 -500 $629
     PEP4,600-500$629
ALPHABET INC 400 UNCH $536
     GOOGL400UNCH$536
PRICESMART INC 7,530 UNCH $535
     PSMT7,530UNCH$535
INDEPENDENT BANK CORP MASS 5,594 UNCH $466
     INDB5,594UNCH$466
PARK HOTELS RESORTS INC 17,326 +6,310 $448
     PK17,326+6,310$448
MARKEL CORP 391 -17 $447
     MKL391-17$447
CARMAX INC 5,000 UNCH $438
     KMX5,000UNCH$438
ACCENTURE PLC IRELAND 1,950 -98 $411
     ACN1,950-98$411
QURATE RETAIL INC 45,925 -10,000 $387
     QRTEA45,925-10,000$387
ROYCE MICRO CAP TR INC 45,073 -3,968 $385
     RMT45,073-3,968$385
UNILEVER PLC 6,000 UNCH $343
     UL6,000UNCH$343
FACEBOOK INC 1,575 UNCH $323
     FB1,575UNCH$323
MONMOUTH REAL ESTATE INVT CO 22,250 -5,000 $322
     MNR22,250-5,000$322
BLACKSTONE MTG TR INC 8,414 -1,275 $313
     BXMT8,414-1,275$313

See Full List: All Stocks Held By Pecaut & CO.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Pecaut & CO.

Size ($ in 1000's)
At 12/31/2019: $156,859
At 09/30/2019: $143,566

Pecaut & CO. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pecaut & CO. 13F filings. Link to 13F filings: SEC filings

Pecaut & CO. Top Holdings 13F Filings | www.HoldingsChannel.com

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