Mraz, Amerine & Associates, Inc.
Top Portfolio Positions
155 positions ·
$417,946,210 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Holdings in SOC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,151 | 13,629 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $122,933 | 13,629 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||