PECAUT & CO.
Top Portfolio Positions
39 positions ·
$105,704,009 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
57,101 | $27,362,799 | 25.89% | |
| TPL |
Texas Pacific Land Corp
Energy
|
20,605 | $9,778,308 | 9.25% | |
| AAPL |
Apple Inc.
Technology
|
36,337 | $9,221,967 | 8.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,127 | $7,101,556 | 6.72% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
25,420 | $4,963,509 | 4.70% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
19,718 | $4,658,969 | 4.41% | |
| KNF |
Knife River Corp
Basic Materials
|
50,790 | $4,147,003 | 3.92% | |
| MSFT |
Microsoft Corp
Technology
|
8,336 | $3,085,737 | 2.92% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
17,291 | $2,719,528 | 2.57% | |
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
1,172 | $2,574,837 | 2.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SJT
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $168,600 | 30,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $181,200 | 30,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $179,400 | 30,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $55,300 | 10,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $38,300 | 10,000 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||