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%	+18.5%
2	alkAlaska Air	10.6%	$93.63M	2M	+6%	-26.3%
3	brbrk.aBerkshire Hathaway Inc	10.2%	$89.86M	0M	+3%	–
4	dgDollar General	8.7%	$76.58M	1M	+3%	+16.5%
5	deckDeckers Outdoor	7.5%	$66.54M	1M	+1%	-12.6%
6	dltrDollar Tree	7.3%	$64.12M	1M	+3%	+14.2%
7	bldrBuilders FirstSource	5.6%	$49.55M	1M	+143%	-32.2%
8	olnOLIN	4.8%	$42.69M	2M	+6%	-11.9%
9	nemNewmont	4.7%	$41.77M	0M	-7%	+21.1%
10	kgcKinross Gold	4.1%	$36.59M	2M	+3%	-12.1%
11	payxPaychex	2.4%	$20.81M	0M	New	+17.6%
12	fiveFive Below	2.1%	$19.00M	0M	-45%	+37.2%
13	spgiS&P Global	2.1%	$18.73M	0M	New	+15.0%
14	dinoHF Sinclair	2.0%	$17.56M	0M	-30%	+46.7%
15	disWalt Disney	1.7%	$15.46M	0M	+5%	+23.6%
16	ctshCognizant Technology Solutions	1.7%	$14.64M	0M	New	+62.7%
17	vloValero Energy	1.1%	$9.87M	0M	-14%	+45.8%
18	cmiCummins	1.0%	$9.25M	0M	-67%	-36.6%
19	xomExxonMobil	0.9%	$7.82M	0M	-1%	+24.8%
20	pspskySkydance Corp	0.7%	$6.40M	1M	-100%	–
21	trvTravelers Companies	0.7%	$6.31M	0M	Unchanged	+22.1%
22	mrkMerck	0.6%	$5.74M	0M	Unchanged	+14.4%
23	eqnrEquinor ASA	0.6%	$5.06M	0M	-8%	+36.8%
24	sbuxStarbucks	0.5%	$4.68M	0M	-82%	+4.2%
25	geGeneral Electric	0.4%	$3.50M	0M	Unchanged	-11.5%
26	costCostco Wholesale	0.4%	$3.14M	0M	-0%	+18.3%
27	gevGE Vernova	0.3%	$2.34M	0M	Unchanged	-31.6%
28	nxpiNXP Semiconductors	0.2%	$2.15M	0M	-41%	-5.7%
29	gldmWorld Gold Trust	0.2%	$1.91M	0M	+0%	-3.4%
30	smhiSEACOR Marine	0.2%	$1.59M	0M	Unchanged	+9.4%
31	aaplApple	0.2%	$1.34M	0M	+12%	+23.1%
32	koCoca Cola	0.1%	$1.25M	0M	Unchanged	+22.1%
33	axpAmerican Express	0.1%	$1.12M	0M	-4%	-5.2%
34	cvxChevron	0.1%	$1.01M	0M	Unchanged	+32.7%
35	gogoogAlphabet Inc.	0.1%	$859.30K	0M	Unchanged	–
36	physSprott Physical Gold Trust	0.1%	$720.13K	0M	Unchanged	-2.9%
37	shelShell	0.0%	$385.22K	0M	Unchanged	+27.8%
38	maMastercard	0.0%	$338.04K	0M	Unchanged	+28.7%
39	syfSynchrony Financial	0.0%	$337.43K	0M	Unchanged	-5.0%
40	pmPhilip Morris International	0.0%	$318.76K	0M	Unchanged	+10.0%
41	gehcGE HealthCare Technologies	0.0%	$293.23K	0M	Unchanged	+29.7%
42	googlAlphabet	0.0%	$250.16K	0M	Unchanged	-17.2%
43	psxPhillips 66	0.0%	$248.84K	0M	Unchanged	+56.7%
44	msftMicrosoft	0.0%	$239.11K	0M	New	+40.4%
45	sivrabrdn Silver ETF Trust	0.0%	$238.65K	0M	Unchanged	-17.5%
46	mchpMicrochip Technology	0.0%	$220.52K	0M	New	-32.4%
47	nflxNetflix	0.0%	$212.77K	0M	Unchanged	-13.0%
48	sunbSunbelt Rentals	0.0%	$207.52K	0M	New	+9.9%
49	jnjJohnson & Johnson	0.0%	$201.65K	0M	New	+12.5%