HoldingsChannel.com
Pecaut & CO. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $29,007
     BRK.B104,965-3,562$21,835
     BRK.A23UNCH$7,172
APPLE INC 56,353 -2,495 $12,621
     AAPL56,353-2,495$12,621
ALPHABET INC 7,581 -282 $9,241
     GOOG7,581-282$9,241
WELLS FARGO CO NEW 155,275 +60,550 $7,832
     WFC155,275+60,550$7,832
LIBERTY MEDIA CORP DELAWARE 155,209 -10,030 $6,452
     LSXMA155,209-10,030$6,452
TEXAS PAC LD TR 9,115 -200 $5,921
     TPL9,115-200$5,921
BROOKFIELD ASSET MGMT INC 98,275 -2,150 $5,217
     BAM98,275-2,150$5,217
JOHNSON & JOHNSON 32,764 -4,615 $4,239
     JNJ32,764-4,615$4,239
SEASPAN CORP 382,200 -10,500 $4,063
     SSW382,200-10,500$4,063
HOWARD HUGHES CORP 30,360 -2,500 $3,935
     HHC30,360-2,500$3,935
ALLEGHANY CORP DEL 4,810 -100 $3,837
     Y4,810-100$3,837
LIBERTY MEDIA CORP DELAWARE 94,607 -5,900 $3,745
     FWONA94,607-5,900$3,745
AMERICAN INTL GROUP INC      $3,632
     AIG64,300-7,600$3,582
     AIG.WT3,500-3,500$50
SOURCE CAP INC 92,929 -7,651 $3,393
     SOR92,929-7,651$3,393
COSTCO WHSL CORP NEW 11,770 UNCH $3,391
     COST11,770UNCH$3,391
WHITE MTNS INS GROUP LTD 2,994 -260 $3,234
     WTM2,994-260$3,234
BANK AMER CORP 108,851 -200 $3,175
     BAC108,851-200$3,175
MASTERCARD INC 9,108 -400 $2,473
     MA9,108-400$2,473
BROOKFIELD PROPERTY REIT INC 111,561 -6,484 $2,275
     BPR111,561-6,484$2,275
UNION PACIFIC CORP 10,006 -9,945 $1,621
     UNP10,006-9,945$1,621
GABELLI EQUITY TR INC 265,212 -32,716 $1,586
     GAB265,212-32,716$1,586
MONDELEZ INTL INC 26,600 -2,700 $1,472
     MDLZ26,600-2,700$1,472
WYNDHAM HOTELS & RESORTS INC 26,575 -550 $1,375
     WH26,575-550$1,375
BUILDERS FIRSTSOURCE INC 64,500 -13,000 $1,327
     BLDR64,500-13,000$1,327
CASEYS GEN STORES INC 8,015 UNCH $1,292
     CASY8,015UNCH$1,292
VERISK ANALYTICS INC 6,850 -850 $1,083
     VRSK6,850-850$1,083
TANGER FACTORY OUTLET CTRS I 68,200 -14,200 $1,056
     SKT68,200-14,200$1,056
AMERICAN EXPRESS CO 8,652 UNCH $1,023
     AXP8,652UNCH$1,023
CIMAREX ENERGY CO 20,850 -22,600 $1,000
     XEC20,850-22,600$1,000
CANADIAN NATL RY CO 10,300 -500 $926
     CNI10,300-500$926
DISNEY WALT CO 6,800 +6,800 $886
     DIS6,800+6,800$886
STORE CAP CORP 20,700 +200 $774
     STOR20,700+200$774
UMH PPTYS INC 54,851 -11,602 $772
     UMH54,851-11,602$772
PEPSICO INC 5,100 UNCH $699
     PEP5,100UNCH$699
SCHLUMBERGER LTD 20,300 -2,050 $694
     SLB20,300-2,050$694
OCCIDENTAL PETE CORP 15,300 +15,300 $680
     OXY15,300+15,300$680
TCW STRATEGIC INCOME FUND IN (TSI) 107,618 +65,913 $611
     TSI107,618+65,913$611
QURATE RETAIL INC 55,925 +15,000 $577
     QRTEA55,925+15,000$577
PRICESMART INC 7,530 -500 $535
     PSMT7,530-500$535
ALPHABET INC 400 -93 $488
     GOOGL400-93$488
MARKEL CORP 408 -205 $482
     MKL408-205$482
CARMAX INC 5,000 UNCH $440
     KMX5,000UNCH$440
INDEPENDENT BANK CORP MASS 5,594 -1,153 $418
     INDB5,594-1,153$418
ACCENTURE PLC IRELAND 2,048 UNCH $394
     ACN2,048UNCH$394
ROYCE MICRO CAP TR INC 49,041 -28,592 $394
     RMT49,041-28,592$394
MONMOUTH REAL ESTATE INVT CO 27,250 UNCH $393
     MNR27,250UNCH$393
UNILEVER PLC 6,000 UNCH $361
     UL6,000UNCH$361
BLACKSTONE MTG TR INC 9,689 -339 $347
     BXMT9,689-339$347
FACEBOOK INC 1,575 -380 $280
     FB1,575-380$280
LADDER CAP CORP 16,100 +1,000 $278
     LADR16,100+1,000$278

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 09/30/2019: $143,566
At 06/30/2019: $146,335

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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