MondegarAI
PECAUT & CO.

Q1 2025 · 13F-HR

PECAUT & CO.holdings as filed

Filed 2025-05-02 · accession 0001398344-25-008587

$293.9M
Reported value
77
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R523BILSSPDR SER TR$37.4M12.7%376,233CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$33.2M11.3%62,387CommonNONE
46436E718SGOVISHARES TR$28.9M9.84%287,366CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$18.3M6.21%13,780CommonNONE
78464A409SPYGSPDR SER TR$12.4M4.21%153,984CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.4M3.55%53,824CommonNONE
02079K107GOOGALPHABET INC$10.2M3.46%65,132CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.6M3.26%12CommonNONE
78464A508SPYVSPDR SER TR$8.8M3.00%172,831CommonNONE
037833100AAPLAPPLE INC$8.8M2.98%39,417CommonNONE
78464A847SPMDSPDR SER TR$7.9M2.68%153,751CommonNONE
46429B697USMVISHARES TR$7.8M2.66%83,595CommonNONE
46434G764EMXCISHARES INC$7.4M2.52%134,277CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$7.0M2.40%7,446CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$6.4M2.18%175,687CommonNONE
548661107LOWLOWES COS INC$5.0M1.69%21,288CommonNONE
498894104KNFKNIFE RIVER CORP$4.9M1.66%54,225CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$4.5M1.54%71,938CommonNONE
05329W102ANAUTONATION INC$4.2M1.44%26,220CommonNONE
78468R853SPSMSPDR SER TR$4.1M1.39%100,426CommonNONE
594918104MSFTMICROSOFT CORP$3.7M1.25%9,818CommonNONE
654106103NKENIKE INC$3.6M1.23%56,912CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$3.3M1.11%18,950CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$3.1M1.04%43,512CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$2.9M0.99%25,804CommonNONE
78468R663BILSPDR SER TR$2.3M0.77%24,647CommonNONE
G9618E107WTMWHITE MTNS INS GROUP LTD$2.2M0.76%1,167CommonNONE
67066G104NVDANVIDIA CORPORATION$2.2M0.75%20,422CommonNONE
53656F623INFLLISTED FD TR$2.0M0.67%48,150CommonNONE
339750101FNDFLOOR & DECOR HLDGS INC$1.8M0.63%22,900CommonNONE
670100205NVONOVO-NORDISK A S$1.5M0.51%21,587CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.47%5,119CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.45%3,606CommonNONE
68389X105ORCLORACLE CORP$1.2M0.41%8,587CommonNONE
907818108UNPUNION PAC CORP$1.2M0.40%4,988CommonNONE
514952100LBLANDBRIDGE COMPANY LLC$1.2M0.39%15,990CommonNONE
931142103WMTWALMART INC$1.1M0.38%12,613CommonNONE
98149E303GLDMWORLD GOLD TR$1.1M0.37%17,604CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1.1M0.37%21,121CommonNONE
911363109URIUNITED RENTALS INC$1.0M0.35%1,653CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$1.0M0.34%12,408CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$950,4930.32%9,635CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$912,5620.31%7,304CommonNONE
590672101MSBMESABI TR$912,1590.31%33,809CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$896,6270.31%11,550CommonNONE
922908744VTVVANGUARD INDEX FDS$875,2520.30%5,067CommonNONE
921910733ESGVVANGUARD WORLD FD$812,5360.28%8,295CommonNONE
63900P608NRPNATURAL RESOURCE PARTNERS L$758,4700.26%7,300CommonNONE
922908629VOVANGUARD INDEX FDS$734,9390.25%2,842CommonNONE
478160104JNJJOHNSON & JOHNSON$668,7860.23%4,033CommonNONE
013091103ACIALBERTSONS COS INC$668,4960.23%30,400CommonNONE
88642R109TDWTIDEWATER INC NEW$634,0500.22%15,000CommonNONE
147528103CASYCASEYS GEN STORES INC$618,5070.21%1,425CommonNONE
836144303XSORXSOURCE CAPITAL$605,2820.21%14,582CommonNONE
464288679SHVISHARES TR$569,5320.19%5,156CommonNONE
922908751VBVANGUARD INDEX FDS$524,3760.18%2,365CommonNONE
G65431127NENOBLE CORP PLC$462,8140.16%19,528CommonNONE
749607107RLIRLI CORP$319,9530.11%3,983CommonNONE
674599162OXY/WSOCCIDENTAL PETE CORP$318,7310.11%11,519CommonNONE
46435G516ESGDISHARES TR$305,5100.10%3,740CommonNONE
101044105BOCBOSTON OMAHA CORP$304,7220.10%20,900CommonNONE
502160104LXULSB INDS INC$286,6650.10%43,500CommonNONE
136375102CNICANADIAN NATL RY CO$277,7610.09%2,850CommonNONE
806857108SLBSCHLUMBERGER LTD$271,7000.09%6,500CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$265,7970.09%475CommonNONE
036752103ELVELEVANCE HEALTH INC$260,9760.09%600CommonNONE
743315103PGRPROGRESSIVE CORP$254,7090.09%900CommonNONE
172062101CINFCINCINNATI FINL CORP$244,1810.08%1,653CommonNONE
464287598IWDISHARES TR$237,9430.08%1,265CommonNONE
759720105RCGRENN FD INC$219,4280.07%86,050CommonNONE
46435U135IHAKISHARES TR$217,9060.07%4,638CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$213,8710.07%700CommonNONE
88160R101TSLATESLA INC$213,8070.07%825CommonNONE
464287614IWFISHARES TR$212,1350.07%587CommonNONE
910340108UFCSUNITED FIRE GROUP INC$212,1120.07%7,200CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$209,3220.07%8,700CommonNONE
798241105SJTSAN JUAN BASIN RTY TR$55,2000.02%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.