$346 Million is the total value of PWMCO, LLC's 69 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CADE | New | Cadence Bancorpequity | $12,977,000 | – | 773,350 | +100.0% | 3.74% | – |
| New | 1/100 Berkshire Htwy Claequity | $3,366,000 | – | 3,366 | +100.0% | 0.97% | – | |
| CVCO | New | Cavco Industries Incequity | $1,682,000 | – | 12,900 | +100.0% | 0.48% | – |
| New | CCB Financial Corp.equity | $401,000 | – | 26,300 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Laboratory Corporation of America Hldgs | 8 | Q1 2020 | 10.1% |
| Berkshire Hathaway, Inc. - Class B | 8 | Q1 2020 | 10.9% |
| Lamar Advertising Co. | 8 | Q1 2020 | 7.5% |
| Equity Lifestyle Properties Inc. | 8 | Q1 2020 | 6.5% |
| Casey's General Stores, Inc. | 8 | Q1 2020 | 6.6% |
| Johnson & Johnson | 8 | Q1 2020 | 5.5% |
| Cohen & Steers Inc | 8 | Q1 2020 | 5.7% |
| Plains Group Holdings | 8 | Q1 2020 | 5.0% |
| Kansas City Southern | 8 | Q1 2020 | 4.5% |
| First Horizon Natl | 8 | Q1 2020 | 4.1% |
View PWMCO, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-04-17 |
| 13F-HR | 2020-01-23 |
| 13F-HR | 2019-10-16 |
| 13F-HR | 2019-07-17 |
| 13F-HR | 2019-04-24 |
| 13F-HR | 2019-01-15 |
| 13F-HR | 2018-10-24 |
| 13F-HR | 2018-07-20 |
| 13F-NT | 2018-04-16 |
| 13F-NT | 2018-01-16 |
View PWMCO, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.