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%

Holdings in L

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Report Date Value (USD) Shares
2026-03-31 $27,079,297 253,694