Chris Bloomstran

Holdings

Valued at quarter-end prices. Change is against the previous quarter's filing.

#	Company	Weight	Value	Shares	Change	Since quarter end
1	brbrk.bBerkshire Hathaway	15.5%	$136.68M	0M	+8%	+8.4%
2	alkAlaska Air	10.6%	$93.63M	2M	+6%	-31.6%
3	brbrk.aBerkshire Hathaway Inc	10.2%	$89.86M	0M	+3%	–
4	dgDollar General	8.7%	$76.58M	1M	+3%	+14.9%
5	deckDeckers Outdoor	7.5%	$66.54M	1M	+1%	-17.4%
6	dltrDollar Tree	7.3%	$64.12M	1M	+3%	+10.7%
7	bldrBuilders FirstSource	5.6%	$49.55M	1M	+143%	-27.5%
8	olnOLIN	4.8%	$42.69M	2M	+6%	-11.2%
9	nemNewmont	4.7%	$41.77M	0M	-7%	+14.1%
10	kgcKinross Gold	4.1%	$36.59M	2M	+3%	-14.8%
11	payxPaychex	2.4%	$20.81M	0M	New	+14.0%
12	fiveFive Below	2.1%	$19.00M	0M	-45%	+34.0%
13	spgiS&P Global	2.1%	$18.73M	0M	New	+13.1%
14	dinoHF Sinclair	2.0%	$17.56M	0M	-30%	+65.1%
15	disWalt Disney	1.7%	$15.46M	0M	+5%	+15.3%
16	ctshCognizant Technology Solutions	1.7%	$14.64M	0M	New	+68.1%
17	vloValero Energy	1.1%	$9.87M	0M	-14%	+53.5%
18	cmiCummins	1.0%	$9.25M	0M	-67%	-29.9%
19	xomExxonMobil	0.9%	$7.82M	0M	-1%	+37.0%
20	pspskySkydance Corp	0.7%	$6.40M	1M	-100%	–
21	trvTravelers Companies	0.7%	$6.31M	0M	Unchanged	+20.0%
22	mrkMerck	0.6%	$5.74M	0M	Unchanged	+13.9%
23	eqnrEquinor ASA	0.6%	$5.06M	0M	-8%	+55.3%
24	sbuxStarbucks	0.5%	$4.68M	0M	-82%	+1.4%
25	geGeneral Electric	0.4%	$3.50M	0M	Unchanged	-16.2%
26	costCostco Wholesale	0.4%	$3.14M	0M	-0%	+8.2%
27	gevGE Vernova	0.3%	$2.34M	0M	Unchanged	-27.0%
28	nxpiNXP Semiconductors	0.2%	$2.15M	0M	-41%	-7.6%
29	gldmWorld Gold Trust	0.2%	$1.91M	0M	+0%	-3.3%
30	smhiSEACOR Marine	0.2%	$1.59M	0M	Unchanged	+28.9%
31	aaplApple	0.2%	$1.34M	0M	+12%	+19.1%
32	koCoca Cola	0.1%	$1.25M	0M	Unchanged	+15.8%
33	axpAmerican Express	0.1%	$1.12M	0M	-4%	-5.7%
34	cvxChevron	0.1%	$1.01M	0M	Unchanged	+42.1%
35	gogoogAlphabet Inc.	0.1%	$859.30K	0M	Unchanged	–
36	physSprott Physical Gold Trust	0.1%	$720.13K	0M	Unchanged	-2.7%
37	shelShell	0.0%	$385.22K	0M	Unchanged	+40.2%
38	maMastercard	0.0%	$338.04K	0M	Unchanged	+24.2%
39	syfSynchrony Financial	0.0%	$337.43K	0M	Unchanged	-0.9%
40	pmPhilip Morris International	0.0%	$318.76K	0M	Unchanged	+15.4%
41	gehcGE HealthCare Technologies	0.0%	$293.23K	0M	Unchanged	+19.6%
42	googlAlphabet	0.0%	$250.16K	0M	Unchanged	-21.7%
43	psxPhillips 66	0.0%	$248.84K	0M	Unchanged	+67.3%
44	msftMicrosoft	0.0%	$239.11K	0M	New	+39.9%
45	sivrabrdn Silver ETF Trust	0.0%	$238.65K	0M	Unchanged	-16.6%
46	mchpMicrochip Technology	0.0%	$220.52K	0M	New	-15.2%
47	nflxNetflix	0.0%	$212.77K	0M	Unchanged	-13.1%
48	sunbSunbelt Rentals	0.0%	$207.52K	0M	New	+11.8%
49	jnjJohnson & Johnson	0.0%	$201.65K	0M	New	+7.6%