Mraz, Amerine & Associates, Inc. Q1 2021 Filing

Filed April 26, 2021

Portfolio Value

$344.0B

Holdings

171

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
212,237$54.2B15.76%
2
WTMWHITE MTNS INS GROUP LTD
23,695$26.4B7.68%
3
YUSDALLEGHANY CORP DEL
32,993$20.7B6.01%
4
ESGRENSTAR GROUP LIMITED
82,962$20.5B5.95%
5
WRBBERKLEY W R CORP
263,638$19.9B5.77%
6
MKLMARKEL CORP
17,019$19.4B5.64%
7
JEFJEFFERIES FINL GROUP INC
588,617$17.7B5.15%
8
LLOEWS CORP
296,474$15.2B4.42%
9
FFHFAIRFAX FINL HLDGS LTD SUB VTG
31,744$13.8B4.01%
10
MSFTMICROSOFT CORP
25,418$6.0B1.74%
11
UHALAMERCO
6,700$4.1B1.19%
12
BKBANK NEW YORK MELLON CORP
81,611$3.9B1.12%
13
JNJJOHNSON & JOHNSON
19,855$3.3B0.95%
14
GAMGENERAL AMERN INVS CO INC
80,139$3.2B0.93%
15
SCHWSCHWAB CHARLES CORP
47,335$3.1B0.90%
16
MHKMOHAWK INDS INC
14,365$2.8B0.80%
17
BRK-BBERKSHIRE HATHAWAY INC DEL
7$2.7B0.78%
18
LENLENNAR CORP
29,114$2.4B0.70%
19
AVUVAMERICAN CENTY ETF TR
32,369$2.3B0.68%
20
CRCCANADIAN NAT RES LTD
70,859$2.2B0.64%
21
NVRNVR INC
457$2.2B0.63%
22
LUMNLUMEN TECHNOLOGIES INC
152,527$2.0B0.59%
23
AAPLAPPLE INC
16,553$2.0B0.59%
24
RESRPC INC
373,712$2.0B0.59%
25
AVDVAMERICAN CENTY ETF TR
30,772$1.9B0.56%
26
BRBROADRIDGE FINL SOLUTIONS IN
12,390$1.9B0.55%
27
TPLTEXAS PACIFIC LAND CORPORATI
1,151$1.8B0.53%
28
GHCGRAHAM HLDGS CO
3,231$1.8B0.53%
29
CACCCREDIT ACCEP CORP MICH
5,034$1.8B0.53%
30
XECEURCIMAREX ENERGY CO
29,129$1.7B0.50%
31
DISCKUSDDISCOVERY INC
43,534$1.6B0.47%
32
EMREMERSON ELEC CO
17,355$1.6B0.46%
33
RVTROYCE VALUE TR INC
85,093$1.5B0.45%
34
BAMBROOKFIELD ASSET MGMT INC
34,044$1.5B0.44%
35
SOURCE CAP INC
34,574$1.5B0.44%
36
CTOCTO REALTY GROWTH INC
29,022$1.5B0.44%
37
FCXFREEPORT-MCMORAN INC
45,317$1.5B0.43%
38
VONVVANGUARD SCOTTSDALE FDS
10,952$1.5B0.42%
39
ISTAR INC
81,533$1.4B0.42%
40
RMTROYCE MICRO-CAP TR INC
126,960$1.4B0.42%
41
VIGVANGUARD SPECIALIZED FUNDS
9,472$1.4B0.40%
42
OXYOCCIDENTAL PETE CORP
50,316$1.3B0.39%
43
JOEST JOE CO
31,120$1.3B0.39%
44
AMGNAMGEN INC
5,241$1.3B0.38%
45
TGNATEGNA INC
66,900$1.3B0.37%
46
ABTABBOTT LABS
10,509$1.3B0.37%
47
AMATAPPLIED MATLS INC
8,700$1.2B0.34%
48
CNACNA FINL CORP
25,987$1.2B0.34%
49
CVXCHEVRON CORP NEW
10,598$1.1B0.32%
50
VIGIVANGUARD WHITEHALL FDS
13,055$1.1B0.31%
51
VYMVANGUARD WHITEHALL FDS
10,434$1.1B0.31%
52
DNOWNOW INC
104,308$1.1B0.31%
53
APDAIR PRODS & CHEMS INC
3,735$1.1B0.31%
54
VIDLER WATER RESOUCES INC
117,685$1.0B0.30%
55
AXPAMERICAN EXPRESS CO
7,306$1.0B0.30%
56
COPCONOCOPHILLIPS
19,291$1.0B0.30%
57
IAUUSDISHARES GOLD TR
61,528$1.0B0.29%
58
PSLV/USPROTT PHYSICAL SILVER TR
109,934$965.0M0.28%
59
DDDUPONT DE NEMOURS INC
12,321$952.0M0.28%
60
LBRDKLIBERTY BROADBAND CORP
6,169$926.0M0.27%
61
CUBICUSTOMERS BANCORP INC
29,000$923.0M0.27%
62
SJTSAN JUAN BASIN RTY TR
228,251$904.0M0.26%
63
SBRSABINE ROYALTY TR
29,553$896.0M0.26%
64
CRTCROSS TIMBERS RTY TR
103,005$871.0M0.25%
65
CMBTEURONAV NV
94,459$864.0M0.25%
66
AMERICAN NATIONAL GROUP INC
7,976$860.0M0.25%
67
SLBSCHLUMBERGER LTD
30,436$828.0M0.24%
68
DOWDOW INC
12,618$807.0M0.23%
69
BXBLACKSTONE GROUP INC
10,695$797.0M0.23%
70
DMLPDORCHESTER MINERALS LP
56,076$766.0M0.22%
71
PYPLPAYPAL HLDGS INC
3,132$761.0M0.22%
72
CLBCORE LABORATORIES N V
25,276$728.0M0.21%
73
USBUS BANCORP DEL
12,808$708.0M0.21%
74
EBAEBAY INC.
11,397$698.0M0.20%
75
LBTYBLIBERTY GLOBAL PLC
27,248$696.0M0.20%
76
CONTANGO OIL & GAS CO
177,207$691.0M0.20%
77
HPHELMERICH & PAYNE INC
24,503$661.0M0.19%
78
VGSHVANGUARD SCOTTSDALE FDS
10,539$648.0M0.19%
79
WABCWESTAMERICA BANCORPORATION
10,309$647.0M0.19%
80
CABOCABLE ONE INC
350$640.0M0.19%
81
ARANTERO RESOURCES CORP
61,948$632.0M0.18%
82
CVSCVS HEALTH CORP
8,401$632.0M0.18%
83
VFCV F CORP
7,500$599.0M0.17%
84
CTVACORTEVA INC
12,813$597.0M0.17%
85
WYWEYERHAEUSER CO MTN BE
16,719$595.0M0.17%
86
MNRUSDMONMOUTH REAL ESTATE INVT CO
33,125$586.0M0.17%
87
AEFABERDEEN EMRG MRKTS EQT INM
65,831$569.0M0.17%
88
WFCWELLS FARGO CO NEW
14,505$567.0M0.16%
89
GLWCORNING INC
12,995$565.0M0.16%
90
FWONALIBERTY MEDIA CORP DEL
13,011$563.0M0.16%
91
CVA1EURCOVANTA HLDG CORP
40,250$558.0M0.16%
92
INTCINTEL CORP
8,535$546.0M0.16%
93
TDWTIDEWATER INC NEW
42,870$537.0M0.16%
94
NVSNNOVARTIS AG
6,245$534.0M0.16%
95
TAT&T INC
17,432$528.0M0.15%
96
BXMTBLACKSTONE MTG TR INC
16,587$514.0M0.15%
97
IVOLKRANESHARES TR
17,242$493.0M0.14%
98
CRCCALIFORNIA RES CORP
20,452$492.0M0.14%
99
IPINTERNATIONAL PAPER CO
8,850$479.0M0.14%
100
SWN1EURSOUTHWESTERN ENERGY CO
101,400$472.0M0.14%
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