Mraz, Amerine & Associates, Inc.
Q2 2026 13F filing
Updated 56 days ago199 disclosed positions worth $697.1M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $78.3M | 156.6K | 11.24% | Trimmed(-1.4%) |
| 2 | ? N/A FAIRFAX FINL HLDGS LTD SUB VTG | $48.5M | 29.4K | 6.95% | Added(+1.1%) |
| 3 | W WTM WHITE MTNS INS GROUP LTD | $46.1M | 22.2K | 6.61% | Added(+0.2%) |
| 4 | W WRB-PH BERKLEY W R CORP | $44.8M | 635.8K | 6.43% | Added(+0.8%) |
| 5 | ? N/A WISDOMTREE TR | $43.3M | 859.6K | 6.21% | Added(+4.5%) |
| 6 | M MKL MARKEL GROUP INC | $38.3M | 19.6K | 5.49% | Added(+2.5%) |
| 7 | J JEF JEFFERIES FINANCIAL GROUP IN | $30.8M | 617.1K | 4.42% | Added(+0.5%) |
| 8 | L L LOEWS CORP | $29M | 255.9K | 4.16% | Added(+0.8%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $20.6M | 165.2K | 2.96% | Trimmed(-1.0%) |
| 10 | B BXDIF BROOKFIELD CORP | $19.9M | 466.7K | 2.85% | Added(+3.0%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $14.8M | 274.3K | 2.13% | Added(+1.6%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $13.8M | 134.1K | 1.98% | Added(+0.1%) |
| 13 | C CNQ CANADIAN NAT RES LTD MED TER | $9.3M | 236.3K | 1.34% | Added(+1.0%) |
| 14 | C CVE CENOVUS ENERGY INC | $9.1M | 367.0K | 1.31% | Added(+1.0%) |
| 15 | ? N/A AMERICAN CENTY ETF TR | $7.2M | 74.4K | 1.03% | Trimmed(-3.0%) |
| 16 | J JNJ JOHNSON & JOHNSON | $7.1M | 27.9K | 1.02% | Trimmed(-1.3%) |
| 17 | U UHAL-B U HAUL HOLDING COMPANY | $6.7M | 116.2K | 0.96% | Trimmed(-0.8%) |
| 18 | M MSFT MICROSOFT CORP | $6.6M | 17.6K | 0.94% | Trimmed(-1.4%) |
| 19 | O OXY-WT OCCIDENTAL PETE CORP | $6.5M | 134.5K | 0.94% | Added(+1.7%) |
| 20 | ? N/A SLB LIMITED | $5.8M | 124.8K | 0.83% | Added(+1.6%) |
| 21 | A AR ANTERO RESOURCES CORP | $5.7M | 162.1K | 0.82% | Added(+4.5%) |
| 22 | C CACC CREDIT ACCEP CORP MICH | $5.3M | 8.4K | 0.77% | Trimmed(-36.5%) |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $5.2M | 7 | 0.75% | Unchanged |
| 24 | ? N/A ROYCE MICRO-CAP TR INC | $5.1M | 346.3K | 0.73% | Trimmed(-1.3%) |
| 25 | ? N/A KOREA FD INC | $5.1M | 67.2K | 0.73% | Trimmed(-0.8%) |
| 26 | D DVN DEVON ENERGY CORP NEW | $4.9M | 119.6K | 0.71% | Added(+180.4%) |
| 27 | ? N/A ALPHA METALLURGICAL RESOUR I | $4.4M | 26.5K | 0.63% | Trimmed(-0.0%) |
| 28 | A AAPL APPLE INC | $4.1M | 14.3K | 0.59% | Trimmed(-1.8%) |
| 29 | G GHC GRAHAM HLDGS CO | $3.8M | 3.4K | 0.55% | Trimmed(-2.5%) |
| 30 | ? N/A VANECK ETF TRUST | $3.7M | 10.0K | 0.54% | Added(+2.8%) |
| 31 | H HAL HALLIBURTON CO | $3.7M | 108.2K | 0.53% | Added(+2.4%) |
| 32 | N NVR NVR INC | $3.6M | 522 | 0.51% | Added(+1.4%) |
| 33 | T TPL TEXAS PACIFIC LAND CORPORATI | $3.5M | 8.0K | 0.50% | Trimmed(-4.6%) |
| 34 | F FCX FREEPORT MCMORAN INC | $3.3M | 52.7K | 0.47% | Trimmed(-2.0%) |
| 35 | T TDGMW TIDEWATER INC NEW | $3.3M | 49.4K | 0.47% | Trimmed(-0.1%) |
| 36 | W WSC WILLSCOT HLDGS CORP | $3.2M | 109.4K | 0.45% | Trimmed(-1.4%) |
| 37 | L LEN-B LENNAR CORP | $3.1M | 35.3K | 0.45% | Added(+2.7%) |
| 38 | J JOE ST JOE CO | $3.1M | 49.8K | 0.45% | Trimmed(-0.1%) |
| 39 | N NMM NAVIOS MARITIME PARTNERS LP | $3M | 43.0K | 0.43% | Unchanged |
| 40 | ? N/A ISHARES TR | $3M | 58.6K | 0.43% | Added(+7.3%) |
| 41 | S SCHW-PJ SCHWAB CHARLES CORP | $2.9M | 30.9K | 0.41% | Unchanged |
| 42 | B BNY-PK BANK OF NY MELLON CORP | $2.8M | 19.7K | 0.41% | Trimmed(-2.8%) |
| 43 | ? N/A CUSTOMERS BANCORP INC | $2.8M | 36.0K | 0.41% | Trimmed(-1.8%) |
| 44 | A AMGN AMGEN INC | $2.8M | 7.7K | 0.40% | Trimmed(-0.6%) |
| 45 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 68.6K | 0.39% | Unchanged |
| 46 | V VAL-WT VALARIS LTD | $2.6M | 36.4K | 0.38% | Trimmed(-1.9%) |
| 47 | C COF-PN CAPITAL ONE FINL CORP | $2.6M | 12.9K | 0.37% | — |
| 48 | ? N/A VITESSE ENERGY INC | $2.6M | 162.2K | 0.37% | Added(+4.9%) |
| 49 | ? N/A LUMEN TECHNOLOGIES INC | $2.5M | 320.9K | 0.35% | Trimmed(-0.2%) |
| 50 | N NE-WT NOBLE CORP PLC | $2.5M | 65.9K | 0.35% | Added(+2.3%) |