$128 Million is the total value of PECAUT & CO.'s 62 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | New | MICROSOFT CORP | $2,958,000 | – | 14,535 | +100.0% | 2.32% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $2,365,000 | – | 43,300 | +100.0% | 1.85% | – |
| NVDA | New | NVIDIA CORPORATION | $443,000 | – | 1,165 | +100.0% | 0.35% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $403,000 | – | 4,400 | +100.0% | 0.32% | – |
| AMZN | New | AMAZON COM INC | $342,000 | – | 124 | +100.0% | 0.27% | – |
| SHOP | New | SHOPIFY INCcl a | $237,000 | – | 250 | +100.0% | 0.19% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $204,000 | – | 8,481 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 18.3% |
| APPLE INC | 40 | Q3 2023 | 15.4% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 5.7% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 3.9% |
| COSTCO WHSL CORP NEW | 40 | Q3 2023 | 3.2% |
| AMERICAN EXPRESS CO | 40 | Q3 2023 | 4.4% |
| PEPSICO INC | 40 | Q3 2023 | 1.8% |
| CANADIAN NATL RY CO | 40 | Q3 2023 | 0.9% |
| ACCENTURE PLC IRELAND | 40 | Q3 2023 | 1.1% |
| META PLATFORMS INC | 37 | Q3 2023 | 0.4% |
View PECAUT & CO.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-07 |
| 13F-HR/A | 2024-01-02 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-10 |
View PECAUT & CO.'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.