PECAUT & CO.
Top Portfolio Positions
37 positions ·
$75,766,373 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TPL |
Texas Pacific Land Corp
Energy
|
20,605 | $9,778,308 | 12.91% | |
| AAPL |
Apple Inc.
Technology
|
36,337 | $9,221,967 | 12.17% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,127 | $7,101,556 | 9.37% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
25,420 | $4,963,509 | 6.55% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
19,718 | $4,658,969 | 6.15% | |
| KNF |
Knife River Corp
Basic Materials
|
50,790 | $4,147,003 | 5.47% | |
| MSFT |
Microsoft Corp
Technology
|
8,336 | $3,085,737 | 4.07% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
17,291 | $2,719,528 | 3.59% | |
| WBI |
WaterBridge Infrastructure LLC
Energy
|
87,500 | $2,344,125 | 3.09% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
26,865 | $2,211,795 | 2.92% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,097,411 | 15,893 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $783,448 | 15,992 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $853,119 | 15,991 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,080,671 | 15,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,150,320 | 15,990 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $969,000 | 15,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $606,360 | 15,500 | Shares | Sole | 2024-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||