Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
BRK.B Berkshire Hathaway CL B 18.41 Nákup 0.79% 227,986 $267.02 $60,877,000 $305.99 14.59% $259.85 $362.10
BRK.A Berkshire Hathaway CL A 12.54 Nákup 10.87% 102 $406470.59 $41,460,000 $462780.00 13.85% $393012.25 $544389.26
OLN Olin Corp. 8.32 Nákup 11.78% 641,270 $42.88 $27,498,000 $54.74 27.66% $41.19 $66.77
PARA Paramount Global CL B 5.91 Nákup 7.33% 1,025,957 $19.04 $19,534,000 $18.13 -4.78% $15.29 $38.43
NEM Newmont Corp. 5.42 Nákup 4.97% 426,434 $42.03 $17,923,000 $47.12 12.11% $37.01 $83.55
MCY Mercury General Corp. 4.92 Nákup 300.96% 572,572 $28.42 $16,273,000 $36.20 27.38% $27.89 $54.95
DINO HF Sinclair Corp. 4.61 Nákup 1.49% 283,360 $53.84 $15,256,000 $49.74 -7.62% $29.14 $66.19
KGC Kinross Gold Corp. 4.25 Nákup 3.47% 3,741,021 $3.76 $14,066,000 $4.26 13.30% $2.95 $6.20
VLO Valero Energy 3.93 Nákup 2.41% 121,761 $106.85 $13,010,000 $116.90 9.41% $62.88 $144.52
XOM Exxon Mobil Corp. 3.23 Prodej 23.32% 122,353 $87.31 $10,683,000 $104.42 19.60% $55.75 $114.64
DG Dollar General 3.20 Prodej 0.08% 44,064 $239.86 $10,569,000 $248.70 3.69% $182.42 $261.59
DLTR Dollar Tree Inc. 2.88 Prodej 0.08% 69,902 $136.10 $9,514,000 $144.45 6.14% $123.62 $177.19
Y OLD 2.81 Prodej 46.50% 11,065 $839.40 $9,288,000 $847.79 1.00% $585.10 $862.87
CMI Cummins Inc. 2.56 Nákup 1.02% 41,561 $203.51 $8,458,000 $243.58 19.69% $181.87 $253.53
SBUX Starbucks Corp. 2.52 Nákup 0.02% 98,925 $84.26 $8,335,000 $103.73 23.11% $67.22 $114.40
ALK Alaska Air Group 2.47 Nákup 3.03% 208,447 $39.15 $8,161,000 $44.06 12.54% $38.19 $61.55
EQNR Equinor ASA 1.97 Prodej 0.14% 196,445 $33.11 $6,504,000 $36.01 8.76% $24.57 $42.05
DIS Walt Disney Co. 1.92 Nákup 2.11% 67,367 $94.33 $6,355,000 $92.55 -1.89% $86.28 $160.32
NXPI NXP Semiconductors NV 1.73 Nákup 6.87% 38,719 $147.50 $5,711,000 $171.43 16.22% $132.08 $231.35
MRK Merck & Co. 1.16 44,473 $86.12 $3,830,000 $110.85 28.72% $69.53 $111.04
HXL Hexcel Corp. 1.12 Prodej 0.10% 71,366 $51.72 $3,691,000 $58.03 12.20% $46.44 $65.70
TRV Travelers Companies Inc. 0.93 20,000 $153.20 $3,064,000 $187.72 22.53% $149.50 $191.16
COST Costco Co. 0.73 5,119 $472.36 $2,418,000 $481.25 1.88% $405.08 $609.12
SMHI SEACOR Marine Holdings Inc. 0.43 Prodej 0.20% 250,922 $5.62 $1,410,000 $8.21 46.09% $3.08 $9.78
KO Coca Cola Co. 0.38 22,425 $56.01 $1,256,000 $63.81 13.93% $53.02 $65.77
GE General Electric 0.33 17,821 $61.89 $1,103,000 $83.63 35.13% $59.86 $103.39
NKE NIKE Inc. 0.29 Nákup 1.59% 11,515 $83.11 $957,000 $111.36 33.99% $81.97 $169.37
AXP American Express 0.27 Prodej 67.76% 6,593 $134.84 $889,000 $154.12 14.30% $130.65 $197.49
WAFD Washington Federal Inc. 0.25 Prodej 54.49% 27,847 $29.99 $835,000 $33.78 12.64% $29.06 $38.91
CVX Chevron Corp. 0.16 Prodej 11.50% 3,610 $143.77 $519,000 $173.54 20.71% $106.88 $188.22
AAPL Apple Inc. 0.14 Nová pozice 3,374 $138.11 $466,000 $142.61 3.26% $128.65 $181.88
PEP PepsiCo Inc. 0.08 1,582 $163.08 $258,000 $183.76 12.68% $150.36 $186.33
DOW Dow Inc. 0.07 Nová pozice 5,169 $43.92 $227,000 $50.56 15.12% $42.31 $69.21
SHEL Shell plc 0.07 4,868 $49.71 $242,000 $56.59 13.84% $43.67 $59.98