The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL A | 02079K305 | 44,171,778 | 292,664 | SH | DFND | 0 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 98,329,508 | 645,800 | SH | DFND | 0 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 9,467,378 | 28,871 | SH | DFND | 0 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 169,726,993 | 927,977 | SH | DFND | 0 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 38,252,784 | 193,401 | SH | DFND | 0 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,719,430 | 10,027 | SH | DFND | 0 | 0 | 0 | ||
AIRBNB INC CL-A | CL A | 009066101 | 1,163,793 | 7,055 | SH | SOLE | 0 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 27,717,253 | 95,613 | SH | SOLE | 0 | 0 | 0 | ||
BANK OZK LITTLE ROCK ARK | COM | 06417N103 | 52,965,901 | 1,165,110 | SH | DFND | 0 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 4,441,080 | 7 | SH | SOLE | 0 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 201,839,087 | 479,975 | SH | DFND | 0 | 0 | 0 | ||
BANK AMERICA CORP | COM | 060505104 | 37,425,144 | 986,950 | SH | DFND | 0 | 0 | 0 | ||
BOOKING HOLDINGS INC. | COM | 09857L108 | 40,973,277 | 11,294 | SH | DFND | 0 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 137,842,690 | 1,582,398 | SH | DFND | 0 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 32,686 | 661 | SH | SOLE | 0 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 7,050,955 | 116,314 | SH | SOLE | 0 | 0 | 0 | ||
COPART INC | COM | 217204106 | 1,591,873 | 27,484 | SH | SOLE | 0 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 13,325,448 | 24,160 | SH | SOLE | 0 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 28,481,248 | 232,766 | SH | DFND | 0 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 42,592,812 | 445,718 | SH | DFND | 0 | 0 | 0 | ||
FERGUSON PLC NEW F | COM | G3421J106 | 6,314,811 | 28,910 | SH | SOLE | 0 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 76,752,916 | 480,246 | SH | DFND | 0 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 121,014,922 | 667,190 | SH | DFND | 0 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 35,302,914 | 272,357 | SH | DFND | 0 | 0 | 0 | ||
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 38,344,588 | 452,871 | SH | DFND | 0 | 0 | 0 | ||
GRAYSCALE BITCOIN TR BTC | COM | 389637109 | 470,111 | 7,442 | SH | DFND | 0 | 0 | 0 | ||
HEICO CORP NEW | CL A | 422806208 | 110,682,090 | 718,995 | SH | DFND | 0 | 0 | 0 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 120,830,015 | 467,012 | SH | DFND | 0 | 0 | 0 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 523,250 | 23,000 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | US HOME CONS ETF | 464288752 | 1,313,990 | 11,350 | SH | DFND | 0 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,852,361 | 39,203 | SH | DFND | 0 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 74,803,747 | 478,346 | SH | DFND | 0 | 0 | 0 | ||
KINSALE CAPITAL GROUP IN | COM | 49714P108 | 9,240,671 | 17,610 | SH | DFND | 0 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 18,893,848 | 77,961 | SH | DFND | 0 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 50,491,903 | 129,251 | SH | DFND | 0 | 0 | 0 | ||
M & T BK CORP | COM | 55261F104 | 51,292,325 | 352,670 | SH | DFND | 0 | 0 | 0 | ||
MARKEL CORP | COMMON STOCK | 570535104 | 122,553,693 | 80,549 | SH | DFND | 0 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 10,989,909 | 22,821 | SH | DFND | 0 | 0 | 0 | ||
MEDPACE HOLDINGS INC | COM | 58506Q109 | 74,861,513 | 185,232 | SH | DFND | 0 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 143,644,276 | 295,820 | SH | DFND | 0 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 1,592,160 | 12,400 | SH | SOLE | 0 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 106,417,274 | 13,138 | SH | DFND | 0 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 518,010 | 2,362 | SH | SOLE | 0 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 109,690,917 | 530,369 | SH | DFND | 0 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 62,315,919 | 861,431 | SH | DFND | 0 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 655,086 | 3,753 | SH | SOLE | 0 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 865,258 | 4,206 | SH | DFND | 0 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 33,956,046 | 371,551 | SH | DFND | 0 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,114,658 | 8,193 | SH | SOLE | 0 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 110,041 | 1,085 | SH | SOLE | 0 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 106,666,609 | 382,208 | SH | DFND | 0 | 0 | 0 |