Pecaut & Co.
Pecaut & Co. reported 65 holdings worth US$328M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Pecaut & Co. reported 65 holdings worth US$328M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 65
- Value as reported
- US$328M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 70,455 | US$35.3M | 10.7% |
| Alphabet Inc (google) Class C | 52,336 | US$18.7M | 5.7% |
| Apple Inc | 35,616 | US$10.3M | 3.1% |
| Texas Pacific Land Corporation | 20,556 | US$9M | 2.7% |
| Costco Wholesale Corporation | 7,077 | US$6.62M | 2.0% |
| Autonation, Inc. | 23,570 | US$4.38M | 1.3% |
| Knife Riv Holding Co. | 50,140 | US$4.19M | 1.3% |
| Lowe's Companies, Inc. | 18,567 | US$4.09M | 1.2% |
| Microsoft Corp. | 8,301 | US$3.1M | 0.94% |
| Waterbridge Infrastructure Llc | 87,000 | US$2.98M | 0.91% |
| Builders Firstsource, Inc. | 26,865 | US$2.4M | 0.73% |
| White Mountains Insurance Group, Ltd. | 1,142 | US$2.37M | 0.72% |
| Starbucks Corporation | 20,700 | US$2.12M | 0.64% |
| Caseys General Stores, Inc. | 2,600 | US$2.07M | 0.63% |
| Intercontinental Exchange Inc. | 16,444 | US$2.02M | 0.62% |
| American Express Company | 5,015 | US$1.7M | 0.52% |
| United Rentals, Inc. | 1,403 | US$1.59M | 0.48% |
| Bwx Technologies, Inc. | 7,935 | US$1.54M | 0.47% |
| Nvidia Corporation | 7,391 | US$1.48M | 0.45% |
| Walmart Inc. | 12,123 | US$1.37M | 0.42% |
| Wheaton Precious Metals Corp | 11,550 | US$1.3M | 0.40% |
| Landbridge Company Llc | 15,894 | US$1.26M | 0.38% |
| Union Pacific Corporation | 4,139 | US$1.13M | 0.34% |
| Liberty Media Corporation - Series A Liberty Formula One | 11,187 | US$1.06M | 0.32% |
| Mesabi Trust | 33,963 | US$859K | 0.26% |
| Floor & Decor Holdings, Inc. | 13,700 | US$813K | 0.25% |
| Natural Resource Partners Lp Limited Partnership | 8,075 | US$783K | 0.24% |
| Tidewater Inc. | 9,500 | US$633K | 0.19% |
| Hawaiian Electric Industries | 41,300 | US$559K | 0.17% |
| Johnson & Johnson | 2,130 | US$541K | 0.16% |
| Lsb Industries, Inc. | 36,500 | US$395K | 0.12% |
| Canadian National Railway Company | 2,684 | US$320K | 0.10% |
| Or Royalties Inc. | 8,000 | US$253K | 0.08% |
| Triple Flag Precious Metals Corp. | 7,000 | US$210K | 0.06% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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