Mraz, Amerine & Associates, Inc. Q2 2020 Filing

Filed July 29, 2020

Portfolio Value

$269.1B

Holdings

153

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$43.8M
WTMWHITE MTNS INS GROUP LTD
$23.2M
YUSDALLEGHANY CORP DEL
$17.8M
WRBBERKLEY W R CORP
$17.7M
MKLMARKEL CORP
$16.7M
ESGRENSTAR GROUP LIMITED
$13.5M
LLOEWS CORP
$11.5M
FFHFAIRFAX FINL HLDGS LTD SUB VTG
$10.5M
JEFJEFFERIES FINL GROUP INC
$10.1M
MSFTMICROSOFT CORP
$9.9M
BKBANK NEW YORK MELLON CORP
$3.7M
JNJJOHNSON & JOHNSON
$3.0M
AAPLAPPLE INC
$2.9M
GAMGENERAL AMERN INVS INC
$2.9M
WABCWESTAMERICA BANCORPORATION
$2.6M
ABTABBOTT LABS
$2.4M
BRBROADRIDGE FINL SOLUTIONS IN
$2.4M
UHALAMERCO
$2.1M
BRK-BBERKSHIRE HATHAWAY INC DEL
$1.9M
VIGVANGUARD SPECIALIZED FUNDS
$1.8M
CACCCREDIT ACCEP CORP MICH
$1.7M
SCHWSCHWAB CHARLES CORP
$1.6M
MHKMOHAWK INDS INC
$1.5M
SOURCE CAP INC
$1.5M
CTLEURCENTURYLINK INC
$1.5M
LENLENNAR CORP
$1.5M
NVRNVR INC
$1.4M
CRCCANADIAN NAT RES LTD
$1.4M
EMREMERSON ELEC CO
$1.3M
RESRPC INC
$1.3M
AMGNAMGEN INC
$1.3M
DNOWNOW INC
$1.2M
BAMBROOKFIELD ASSET MGMT INC
$1.2M
PYPLPAYPAL HLDGS INC
$1.1M
RVTROYCE VALUE TR INC
$1.1M
ISTAR INC
$1.1M
PICO HLDGS INC
$1.1M
CABOCABLE ONE INC
$1.0M
TGNATEGNA INC
$1.0M
RMTROYCE MICRO-CAP TR INC
$1.0M
CTO REALTY GROWTH INC
$998K
CVXCHEVRON CORP NEW
$990K
DISCKUSDDISCOVERY INC
$981K
SBRSABINE ROYALTY TR
$950K
COPCONOCOPHILLIPS
$936K
XECEURCIMAREX ENERGY CO
$927K
CNACNA FINL CORP
$907K
APDAIR PRODS & CHEMS INC
$896K
DMLPDORCHESTER MINERALS LP
$888K
CRTCROSS TIMBERS RTY TR
$870K
LBRDKLIBERTY BROADBAND CORP
$796K
PSLV/USPROTT PHYSICAL SILVER TR
$729K
COSTCOSTCO WHSL CORP NEW
$721K
AXPAMERICAN EXPRESS CO
$700K
DDDUPONT DE NEMOURS INC
$670K
JOEST JOE CO
$668K
BXBLACKSTONE GROUP INC
$666K
HPHELMERICH & PAYNE INC
$665K
AMATAPPLIED MATLS INC
$647K
CSCOCISCO SYS INC
$646K
LBTYBLIBERTY GLOBAL PLC
$640K
NVSNNOVARTIS AG
$633K
CMBTEURONAV NV ANTWERPEN
$629K
SPBSPECTRUM BRANDS HLDGS INC NE
$619K
TAT&T INC
$594K
PNCPNC FINL SVCS GROUP INC
$584K
MNRUSDMONMOUTH REAL ESTATE INVT CO
$551K
GDGENERAL DYNAMICS CORP
$544K
DOWDOW INC
$514K
ETRENTERGY CORP NEW
$513K
WYWEYERHAEUSER CO MTN BE
$502K
SJTSAN JUAN BASIN RTY TR
$500K
FCXFREEPORT-MCMORAN INC
$499K
VFCV F CORP
$457K
OXYOCCIDENTAL PETE CORP
$450K
FWONALIBERTY MEDIA CORP DEL
$446K
AEFABERDEEN EMRG MRKTS EQT INM
$441K
USBUS BANCORP DEL
$416K
INTCINTEL CORP
$415K
GLWCORNING INC
$392K
WFCWELLS FARGO CO NEW
$391K
CVA1EURCOVANTA HLDG CORP
$386K
TPLUSDTEXAS PAC LD TR
$376K
CMCSACOMCAST CORP NEW
$372K
CONTANGO OIL & GAS CO
$361K
PEPPEPSICO INC
$358K
SOSOUTHERN CO
$357K
IPINTL PAPER CO
$347K
CTVACORTEVA INC
$343K
BXMTBLACKSTONE MTG TR INC
$334K
EBAEBAY INC.
$325K
GBDCGOLUB CAP BDC INC
$319K
GLNGGOLAR LNG LTD
$316K
VTVANGUARD INTL EQUITY INDEX F
$315K
ZTSZOETIS INC
$311K
VGKVANGUARD INTL EQUITY INDEX F
$310K
TTENTOTAL S.A.
$306K
SRESEMPRA ENERGY
$303K
OSGAMBAC FINL GROUP INC
$302K
CVECENOVUS ENERGY INC
$299K
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