Mraz, Amerine & Associates, Inc.

CIK
1542324
City
Modesto
State / Country
CA

Top Portfolio Positions

155 positions · $417,946,210 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
FRFHF
Fairfax Financial Holdings Ltd/ Can
Financial Services
29,102 $49,531,604 11.85%
WRB
Berkley W R Corp
Financial Services
630,593 $41,795,704 10.00%
MKL
Markel Group Inc.
Financial Services
19,137 $36,629,555 8.76%
L
Loews Corp
Financial Services
253,694 $27,079,297 6.48%
JEF
Jefferies Financial Group Inc.
Financial Services
614,323 $25,353,110 6.07%
BN
BROOKFIELD Corp /ON/
Financial Services
453,297 $18,344,929 4.39%
CNQ
Canadian Natural Resources Ltd
Energy
233,917 $11,398,775 2.73%
CVE
Cenovus Energy Inc.
Energy
363,286 $9,637,977 2.31%
OXY
Occidental Petroleum Corp /De/
Energy
132,177 $8,591,505 2.06%
JNJ
Johnson & Johnson
Healthcare
28,269 $6,910,074 1.65%

Portfolio Trend

25 quarters · across all stocks

Holdings in CABO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $625,244 6,855
2025-12-31 $608,600 5,393
2025-09-30 $1,488,813 8,409
2025-06-30 $1,115,271 8,212
2025-03-31 $1,662,125 6,254
2024-12-31 $2,034,752 5,619
2024-09-30 $1,818,558 5,199
2024-06-30 $1,349,094 3,811
2024-03-31 $1,227,077 2,900
2023-12-31 $200,372 360
2023-09-30 $221,630 360
2023-06-30 $236,548 360
2023-03-31 $252,720 360
2022-12-31 $256,269 360
2022-09-30 $307,098 360
2022-06-30 $451,261 350
2022-03-31 $512,484 350
2021-12-31 $617,207 350
2021-09-30 $634,595 350
2021-06-30 $669,483 350
2021-03-31 $639,926 350
2020-12-31 $779,702 350
2020-09-30 $707,036 375
2020-06-30 $1,020,538 575
2020-03-31 $1,027,506 625