HoldingsChannel.com
Pecaut & CO. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $30,457
     BRK.B108,527-2,545$23,135
     BRK.A23+1$7,322
APPLE INC 58,848 -1,046 $11,647
     AAPL58,848-1,046$11,647
ALPHABET INC 7,863 +40 $8,499
     GOOG7,863+40$8,499
TEXAS PAC LD TR 9,315 -1 $7,331
     TPL9,315-1$7,331
LIBERTY MEDIA CORP DELAWARE 165,239 -13,400 $6,248
     LSXMA165,239-13,400$6,248
JOHNSON & JOHNSON 37,379 +177 $5,206
     JNJ37,379+177$5,206
BROOKFIELD ASSET MGMT INC 100,425 +875 $4,798
     BAM100,425+875$4,798
WELLS FARGO CO NEW 94,725 -472 $4,482
     WFC94,725-472$4,482
HOWARD HUGHES CORP 32,860 -3,250 $4,069
     HHC32,860-3,250$4,069
AMERICAN INTL GROUP INC      $3,917
     AIG71,900-4,150$3,831
     AIG.WT7,000UNCH$86
SEASPAN CORP 392,700 +5,000 $3,852
     SSW392,700+5,000$3,852
SOURCE CAP INC 100,580 +767 $3,678
     SOR100,580+767$3,678
LIBERTY MEDIA CORP DELAWARE 100,507 -300 $3,604
     FWONA100,507-300$3,604
UNION PACIFIC CORP 19,951 -855 $3,374
     UNP19,951-855$3,374
ALLEGHANY CORP DEL 4,910 UNCH $3,344
     Y4,910UNCH$3,344
WHITE MTNS INS GROUP LTD 3,254 -241 $3,324
     WTM3,254-241$3,324
BANK AMER CORP 109,051 -5,450 $3,162
     BAC109,051-5,450$3,162
COSTCO WHSL CORP NEW 11,770 +20 $3,110
     COST11,770+20$3,110
CIMAREX ENERGY CO 43,450 -18,100 $2,578
     XEC43,450-18,100$2,578
MASTERCARD INC 9,508 -247 $2,515
     MA9,508-247$2,515
BROOKFIELD PROPERTY REIT INC 118,045 +13,117 $2,230
     BPR118,045+13,117$2,230
GABELLI EQUITY TR INC 297,928 +4,360 $1,841
     GAB297,928+4,360$1,841
MONDELEZ INTL INC 29,300 -700 $1,579
     MDLZ29,300-700$1,579
WYNDHAM HOTELS & RESORTS INC 27,125 -200 $1,512
     WH27,125-200$1,512
TANGER FACTORY OUTLET CTRS I 82,400 -700 $1,336
     SKT82,400-700$1,336
BUILDERS FIRSTSOURCE INC 77,500 UNCH $1,307
     BLDR77,500UNCH$1,307
CASEYS GEN STORES INC 8,015 -1,300 $1,250
     CASY8,015-1,300$1,250
VERISK ANALYTICS INC 7,700 -250 $1,128
     VRSK7,700-250$1,128
AMERICAN EXPRESS CO 8,652 UNCH $1,068
     AXP8,652UNCH$1,068
CANADIAN NATL RY CO 10,800 UNCH $999
     CNI10,800UNCH$999
SCHLUMBERGER LTD 22,350 +172 $888
     SLB22,350+172$888
UMH PPTYS INC 66,453 +569 $825
     UMH66,453+569$825
ISHARES TR (IVV) 2,655 UNCH $783
     IVV2,655UNCH$783
STORE CAP CORP 20,500 UNCH $680
     STOR20,500UNCH$680
PEPSICO INC 5,100 UNCH $669
     PEP5,100UNCH$669
MARKEL CORP 613 -14 $668
     MKL613-14$668
ROYCE MICRO CAP TR INC 77,633 -13,482 $638
     RMT77,633-13,482$638
ALPHABET INC 493 UNCH $534
     GOOGL493UNCH$534
INDEPENDENT BANK CORP MASS 6,747 +6,747 $514
     INDB6,747+6,747$514
QURATE RETAIL INC 40,925 +40,925 $507
     QRTEA40,925+40,925$507
CARMAX INC 5,000 UNCH $434
     KMX5,000UNCH$434
PRICESMART INC 8,030 -5,500 $410
     PSMT8,030-5,500$410
TIDEWATER INC NEW      $401
     TDW11,236UNCH$264
     TDW.WTA25,130UNCH$77
     TDW.WTB21,762UNCH$60
PARK HOTELS RESORTS INC 14,507 +4,707 $400
     PK14,507+4,707$400
ACCENTURE PLC IRELAND 2,048 +22 $378
     ACN2,048+22$378
FACEBOOK INC 1,955 -50 $377
     FB1,955-50$377
UNILEVER PLC 6,000 UNCH $372
     UL6,000UNCH$372
MONMOUTH REAL ESTATE INVT CO 27,250 +10,500 $369
     MNR27,250+10,500$369
BLACKSTONE MTG TR INC 10,028 +1,931 $357
     BXMT10,028+1,931$357
JEFFERIES FINL GROUP INC 14,315 UNCH $275
     JEF14,315UNCH$275

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 06/30/2019: $146,335
At 03/31/2019: $152,173

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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