HoldingsChannel.com
Pecaut & CO. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $28,940
     BRK.B111,072+2,207$22,313
     BRK.A22UNCH$6,627
APPLE INC 59,894 +1,725 $11,377
     AAPL59,894+1,725$11,377
ALPHABET INC 7,823 +175 $9,179
     GOOG7,823+175$9,179
TEXAS PAC LD TR 9,316 -264 $7,207
     TPL9,316-264$7,207
LIBERTY MEDIA CORP DELAWARE 178,639 +5,975 $6,820
     LSXMA178,639+5,975$6,820
JOHNSON & JOHNSON 37,202 +2,311 $5,200
     JNJ37,202+2,311$5,200
BROOKFIELD ASSET MGMT INC 99,550 +31,125 $4,644
     BAM99,550+31,125$4,644
WELLS FARGO CO NEW 95,197 +5,825 $4,600
     WFC95,197+5,825$4,600
CIMAREX ENERGY CO 61,550 +61,550 $4,302
     XEC61,550+61,550$4,302
HOWARD HUGHES CORP 36,110 -390 $3,972
     HHC36,110-390$3,972
SOURCE CAP INC 99,813 -5,796 $3,593
     SOR99,813-5,796$3,593
UNION PACIFIC CORP 20,806 -15 $3,479
     UNP20,806-15$3,479
LIBERTY MEDIA CORP DELAWARE 100,807 +1,100 $3,431
     FWONA100,807+1,100$3,431
SEASPAN CORP 387,700 -4,000 $3,373
     SSW387,700-4,000$3,373
AMERICAN INTL GROUP INC      $3,314
     AIG76,050+450$3,275
     AIG.WT7,000+7,000$39
WHITE MTNS INS GROUP LTD 3,495 -99 $3,235
     WTM3,495-99$3,235
BANK AMER CORP 114,501 -4,899 $3,159
     BAC114,501+7,101$3,159
ALLEGHANY CORP DEL 4,910 -20 $3,007
     Y4,910-20$3,007
COSTCO WHSL CORP NEW 11,750 UNCH $2,845
     COST11,750UNCH$2,845
MASTERCARD INC 9,755 -45 $2,297
     MA9,755-45$2,297
UDR INC 2,918 +2,918 $2,227
     UDR2,918+2,918$2,227
BROOKFIELD PROPERTY REIT INC 104,928 +104,928 $2,150
     BPR104,928+104,928$2,150
GABELLI EQUITY TR INC 293,568 -1,234 $1,805
     GAB293,568-1,234$1,805
TANGER FACTORY OUTLET CTRS I 83,100 +83,100 $1,743
     SKT83,100+83,100$1,743
MONDELEZ INTL INC 30,000 -600 $1,498
     MDLZ30,000-600$1,498
WYNDHAM HOTELS & RESORTS INC 27,325 -450 $1,366
     WH27,325-450$1,366
CASEYS GEN STORES INC 9,315 -2,700 $1,199
     CASY9,315-2,700$1,199
VERISK ANALYTICS INC 7,950 UNCH $1,057
     VRSK7,950UNCH$1,057
BUILDERS FIRSTSOURCE INC 77,500 +77,500 $1,034
     BLDR77,500+77,500$1,034
CANADIAN NATL RY CO 10,800 UNCH $966
     CNI10,800UNCH$966
SCHLUMBERGER LTD 22,178 +22,178 $966
     SLB22,178+22,178$966
AMERICAN EXPRESS CO 8,652 UNCH $946
     AXP8,652UNCH$946
UMH PPTYS INC 65,884 +138 $928
     UMH65,884+138$928
PRICESMART INC 13,530 -1,900 $797
     PSMT13,530-1,900$797
ROYCE MICRO CAP TR INC 91,115 +1,907 $759
     RMT91,115+1,907$759
ISHARES TR (IVV) 2,655 -350 $756
     IVV2,655-350$756
BLUE HILLS BANCORP INC 29,242 -2,234 $699
     BHBK29,242-2,234$699
STORE CAP CORP 20,500 UNCH $687
     STOR20,500UNCH$687
ICAHN ENTERPRISES LP 2,739 +2,739 $654
     IEP2,739+2,739$654
MARKEL CORP 627 UNCH $625
     MKL627UNCH$625
PEPSICO INC 5,100 UNCH $625
     PEP5,100UNCH$625
BSB BANCORP INC MD 6,000 +6,000 $586
     BLMT6,000+6,000$586
ALPHABET INC 493 +13 $580
     GOOGL493+13$580
WYNDHAM DESTINATIONS INC 5,325 +5,325 $558
     WYN5,325+5,325$558
TIDEWATER INC NEW      $425
     TDW11,236UNCH$261
     TDW.WTA25,130UNCH$90
     TDW.WTB21,762UNCH$74
LIBERTY LATIN AMERICA LTD 20,342 -3,200 $396
     LILAK20,342-3,200$396
ACCENTURE PLC IRELAND 2,026 UNCH $357
     ACN2,026UNCH$357
ARTISAN PARTNERS ASSET MGMT 14,132 -2,122 $356
     APAM14,132-2,122$356
CARMAX INC 5,000 UNCH $349
     KMX5,000UNCH$349
UNILEVER PLC 6,000 UNCH $346
     UL6,000UNCH$346

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 03/31/2019: $152,173
At 12/31/2018: $121,193

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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