Q2 2026 13F filing
Updated 28 days ago40 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DJCO DAILY JOURNAL CORP | $213M | 354.3K | 15.74% | — |
| 2 | B BBAAY ALIBABA GROUP HLDG LTD | $212.8M | 2.22M | 15.73% | — |
| 3 | W WFC-PZ WELLS FARGO & CO | $138.9M | 1.68M | 10.26% | — |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $128.1M | 255.9K | 9.46% | — |
| 5 | W WHR-PA WHIRLPOOL CORP | $123.8M | 3.14M | 9.15% | — |
| 6 | F FOXF FOX FACTORY HLDG CORP | $91.2M | 5.38M | 6.74% | — |
| 7 | E ETHA ISHARES TR | $85.1M | 845.2K | 6.29% | — |
| 8 | C CARE CARTERS INC | $59.4M | 1.44M | 4.39% | — |
| 9 | K KHC KRAFT HEINZ CO | $55.5M | 2.35M | 4.10% | — |
| 10 | X XOM EXXON MOBIL CORP | $41.2M | 301.5K | 3.05% | — |
| 11 | P PII POLARIS INC | $34.2M | 499.2K | 2.52% | — |
| 12 | M MSFT MICROSOFT CORP | $33.7M | 90.3K | 2.49% | — |
| 13 | L LULU LULULEMON ATHLETICA INC | $26.9M | 235.6K | 1.99% | — |
| 14 | A ADBE ADOBE INC | $21.4M | 104.2K | 1.58% | — |
| 15 | C CROX CROCS INC | $19.3M | 160.3K | 1.43% | — |
| 16 | A AMCX AMC GLOBAL MEDIA INC | $14M | 1.40M | 1.03% | — |
| 17 | H HELE HELEN OF TROY LTD | $13.8M | 474.6K | 1.02% | — |
| 18 | H HRB BLOCK H & R INC | $11.3M | 296.3K | 0.83% | — |
| 19 | T TCMEF TENCENT MUSIC ENTMT GROUP | $8.9M | 1.05M | 0.66% | — |
| 20 | W WGO WINNEBAGO INDS INC | $4.1M | 129.8K | 0.30% | — |
| 21 | C COST COSTCO WHOLESALE CORPORATION | $4M | 4.3K | 0.30% | — |
| 22 | A AAPL APPLE INC | $2.3M | 7.8K | 0.17% | — |
| 23 | I IBM INTERNATIONAL BUSINESS MACHS | $1.8M | 6.4K | 0.13% | — |
| 24 | R RSG REPUBLIC SVCS INC | $1.3M | 6.0K | 0.09% | — |
| 25 | ? N/A INVESCO EXCH TRADED FD TR II | $1.2M | 11.7K | 0.09% | — |
| 26 | N NVDA NVIDIA CORPORATION | $1.2M | 5.9K | 0.09% | — |
| 27 | G GILD GILEAD SCIENCES INC | $906K | 7.2K | 0.07% | — |
| 28 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $749K | 1 | 0.06% | — |
| 29 | A ACN ACCENTURE PLC IRELAND | $493K | 4.0K | 0.04% | — |
| 30 | C CVX CHEVRON CORPORATION | $452K | 2.7K | 0.03% | — |
| 31 | S SBUX STARBUCKS CORP | $417K | 4.1K | 0.03% | — |
| 32 | G GOOGN ALPHABET INC | $288K | 815 | 0.02% | — |
| 33 | E ETHA ISHARES TR | $285K | 381 | 0.02% | — |
| 34 | S SYK STRYKER CORPORATION | $253K | 803 | 0.02% | — |
| 35 | U USFD US FOODS HLDG CORP | $219K | 2.1K | 0.02% | — |
| 36 | G GOOGN ALPHABET INC | $216K | 605 | 0.02% | — |
| 37 | O ORCL-PD ORACLE CORP | $214K | 1.5K | 0.02% | — |
| 38 | T TJX TJX COS INC NEW | $208K | 1.4K | 0.02% | — |
| 39 | ? N/A XPONENTIAL FITNESS INC | $208K | 30.0K | 0.02% | — |
| 40 | A AMZN AMAZON COM INC | $203K | 851 | 0.01% | — |