Mraz, Amerine & Associates, Inc. Q2 2025 Filing

Filed July 23, 2025

Portfolio Value

$623.5B

Holdings

191

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
164,331$79.8B12.80%
2
FFHFAIRFAX FINL HLDGS LTD SUB VTG
29,695$53.6B8.61%
3
WRBBERKLEY W R CORP
632,212$46.4B7.45%
4
WTMWHITE MTNS INS GROUP LTD
21,576$38.7B6.21%
5
MKLMARKEL GROUP INC
18,885$37.7B6.05%
6
JEFJEFFERIES FINL GROUP INC
571,327$31.2B5.01%
7
LLOEWS CORP
258,873$23.7B3.81%
8
JAAAJANUS DETROIT STR TR
359,776$18.3B2.93%
9
ESGRENSTAR GROUP LIMITED
52,364$17.6B2.83%
10
AVUVAMERICAN CENTY ETF TR
162,651$14.8B2.38%
11
BNBROOKFIELD CORP
229,848$14.2B2.28%
12
DFIVDIMENSIONAL ETF TRUST
236,075$10.1B1.62%
13
AVDVAMERICAN CENTY ETF TR
123,431$9.8B1.57%
14
USFRWISDOMTREE TR
187,937$9.5B1.52%
15
MSFTMICROSOFT CORP
18,717$9.3B1.49%
16
CACCCREDIT ACCEP CORP MICH
13,325$6.8B1.09%
17
CRCCANADIAN NAT RES LTD
209,652$6.6B1.06%
18
ARANTERO RESOURCES CORP
144,655$5.8B0.93%
19
UHAL/BU HAUL HOLDING COMPANY
97,273$5.3B0.85%
20
OXYOCCIDENTAL PETE CORP
125,774$5.3B0.85%
21
BRK-BBERKSHIRE HATHAWAY INC DEL
7$5.1B0.82%
22
CVECENOVUS ENERGY INC
331,398$4.5B0.72%
23
JNJJOHNSON & JOHNSON
28,451$4.3B0.70%
24
SLBSCHLUMBERGER LTD
109,719$3.7B0.59%
25
AVEMAMERICAN CENTY ETF TR
53,437$3.7B0.59%
26
NVRNVR INC
494$3.6B0.59%
27
GHCGRAHAM HLDGS CO
3,722$3.5B0.56%
28
RMTROYCE MICRO-CAP TR INC
363,426$3.4B0.54%
29
TPLTEXAS PACIFIC LAND CORPORATI
3,096$3.3B0.52%
30
VTSVITESSE ENERGY INC
146,253$3.2B0.52%
31
LENLENNAR CORP
30,692$3.2B0.52%
32
AAPLAPPLE INC
15,652$3.2B0.52%
33
SCHWSCHWAB CHARLES CORP
31,122$2.8B0.46%
34
BURBURFORD CAP LTD
197,301$2.8B0.45%
35
WBDWARNER BROS DISCOVERY INC
238,986$2.7B0.44%
36
CTRACOTERRA ENERGY INC
106,182$2.7B0.43%
37
AMGNAMGEN INC
9,048$2.5B0.41%
38
FCXFREEPORT-MCMORAN INC
57,560$2.5B0.40%
39
BRBROADRIDGE FINL SOLUTIONS IN
10,024$2.4B0.39%
40
JOEST JOE CO
51,003$2.4B0.39%
41
DISVDIMENSIONAL ETF TRUST
68,552$2.3B0.36%
42
CUBICUSTOMERS BANCORP INC
38,207$2.2B0.36%
43
EMREMERSON ELEC CO
16,743$2.2B0.36%
44
TDWTIDEWATER INC NEW
47,866$2.2B0.35%
45
FCNCAFIRST CTZNS BANCSHARES INC N
1,128$2.2B0.35%
46
DECDIVERSIFIED ENERGY COMPANY P
144,161$2.1B0.34%
47
OIHVANECK ETF TRUST
8,605$2.0B0.32%
48
DFLVDIMENSIONAL ETF TRUST
63,699$2.0B0.32%
49
BKBANK NEW YORK MELLON CORP
20,370$1.9B0.30%
50
KFKOREA FD INC
68,188$1.8B0.29%
51
SBLKSTAR BULK CARRIERS CORP.
101,775$1.8B0.28%
52
ABEVAMBEV SA
724,436$1.7B0.28%
53
BSMBLACK STONE MINERALS L P
132,598$1.7B0.28%
54
CRGYCRESCENT ENERGY COMPANY
201,424$1.7B0.28%
55
AMRALPHA METALLURGICAL RESOUR I
14,877$1.7B0.27%
56
HALHALLIBURTON CO
80,770$1.6B0.26%
57
SBRSABINE RTY TR
24,525$1.6B0.26%
58
CSLCARLISLE COS INC
4,315$1.6B0.26%
59
VYMVANGUARD WHITEHALL FDS
11,978$1.6B0.26%
60
VALVALARIS LTD
37,103$1.6B0.25%
61
NMMNAVIOS MARITIME PARTNERS L P
40,670$1.5B0.25%
62
NENOBLE CORP PLC
57,478$1.5B0.24%
63
COPCONOCOPHILLIPS
16,704$1.5B0.24%
64
LUMNLUMEN TECHNOLOGIES INC
333,348$1.5B0.23%
65
DFAIDIMENSIONAL ETF TRUST
41,736$1.4B0.23%
66
NTRNUTRIEN LTD
24,429$1.4B0.23%
67
JOFJAPAN SMALLER CAPITALIZATION
145,281$1.4B0.22%
68
PAAAPGIM ETF TR
27,178$1.4B0.22%
69
AXPAMERICAN EXPRESS CO
4,355$1.4B0.22%
70
DVNDEVON ENERGY CORP NEW
42,085$1.3B0.21%
71
CLFCLEVELAND-CLIFFS INC NEW
174,627$1.3B0.21%
72
GAMGENERAL AMERN INVS CO INC
23,679$1.3B0.21%
73
DIHPDIMENSIONAL ETF TRUST
44,386$1.3B0.21%
74
CVXCHEVRON CORP NEW
9,053$1.3B0.21%
75
PXEINVESCO EXCHANGE TRADED FD T
44,566$1.2B0.20%
76
DMLPDORCHESTER MINERALS LP
44,519$1.2B0.20%
77
VTVVANGUARD INDEX FDS
7,005$1.2B0.20%
78
IAU*ISHARES GOLD TR
18,862$1.2B0.19%
79
SJTSAN JUAN BASIN RTY TR
188,266$1.1B0.18%
80
EWJVISHARES TR
32,274$1.1B0.18%
81
CABOCABLE ONE INC
8,212$1.1B0.18%
82
APDAIR PRODS & CHEMS INC
3,884$1.1B0.18%
83
PSLV/USPROTT PHYSICAL SILVER TR
84,725$1.0B0.17%
84
CRCCALIFORNIA RES CORP
22,518$1.0B0.16%
85
COSTCOSTCO WHSL CORP NEW
1,018$1.0B0.16%
86
VIGIVANGUARD WHITEHALL FDS
10,773$970.9M0.16%
87
AGOASSURED GUARANTY LTD
11,018$959.7M0.15%
88
CSWCCAPITAL SOUTHWEST CORP
42,958$946.8M0.15%
89
WSCWILLSCOT HLDGS CORP
34,375$941.9M0.15%
90
AVGOBROADCOM INC
3,400$937.2M0.15%
91
AVESAMERICAN CENTY ETF TR
17,423$932.9M0.15%
92
CTVACORTEVA INC
12,390$923.4M0.15%
93
VTIPVANGUARD MALVERN FDS
18,330$921.4M0.15%
94
EQTEQT CORP
15,257$889.8M0.14%
95
NVDANVIDIA CORPORATION
5,405$853.9M0.14%
96
SUSUNCOR ENERGY INC NEW
22,564$845.0M0.14%
97
WMBWILLIAMS COS INC
13,313$836.2M0.13%
98
DDDUPONT DE NEMOURS INC
12,018$824.3M0.13%
99
RVTROYCE SMALL CAP TRUST INC
54,025$813.1M0.13%
100
AIGAMERICAN INTL GROUP INC
9,217$788.9M0.13%
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