BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,114,468 shares; 2024Q4: 1,101,942 shares; 2025Q1: 1,061,739 shares; 2025Q2: 1,072,065 shares; 2025Q3: 1,075,160 shares; 2025Q4: 1,102,508 shares; 2026Q1: 1,108,390 shares 1,108,390 $531M 32.75% +5,882 Timeline GOOGLE INC GOOGLE INC More: the full row for GOOGLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,552 shares; 2024Q4: 736,207 shares; 2025Q1: 732,048 shares; 2025Q2: 721,952 shares; 2025Q3: 715,352 shares; 2025Q4: 703,613 shares; 2026Q1: 690,399 shares 690,399 $198M 12.21% -13,214 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034,784 shares; 2024Q4: 2,996,978 shares; 2025Q1: 2,994,015 shares; 2025Q2: 2,943,591 shares; 2025Q3: 2,929,168 shares; 2025Q4: 4,388,968 shares; 2026Q1: 4,379,938 shares 4,379,938 $177M 10.93% -9,030 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,353 shares; 2024Q4: 77,165 shares; 2025Q1: 79,086 shares; 2025Q2: 77,780 shares; 2025Q3: 77,545 shares; 2025Q4: 77,313 shares; 2026Q1: 76,886 shares 76,886 $147M 9.07% -427 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,612 shares; 2024Q4: 862,802 shares; 2025Q1: 853,261 shares; 2025Q2: 838,329 shares; 2025Q3: 831,737 shares; 2025Q4: 827,362 shares; 2026Q1: 817,655 shares 817,655 $112M 6.92% -9,707 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,994 shares; 2024Q4: 33,599 shares; 2025Q1: 33,958 shares; 2025Q2: 34,286 shares; 2025Q3: 35,364 shares; 2025Q4: 42,788 shares; 2026Q1: 44,068 shares 44,068 $83.1M 5.12% +1,280 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,214 shares; 2024Q4: 1,145,731 shares; 2025Q1: 1,172,344 shares; 2025Q2: 1,166,596 shares; 2025Q3: 2,061,843 shares; 2025Q4: 2,883,500 shares; 2026Q1: 2,942,595 shares 2,942,595 $67.9M 4.19% +59,095 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618,860 shares; 2024Q4: 1,590,037 shares; 2025Q1: 1,600,158 shares; 2025Q2: 1,590,163 shares; 2025Q3: 1,591,318 shares; 2025Q4: 1,558,481 shares; 2026Q1: 1,917,106 shares 1,917,106 $56.3M 3.47% +358,625 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,943 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,481 shares; 2026Q1: 204,087 shares 204,087 $42.5M 2.62% +200,606 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 438,971 shares; 2025Q1: 438,568 shares; 2025Q2: 433,462 shares; 2025Q3: 434,268 shares; 2025Q4: 436,641 shares; 2026Q1: 438,533 shares 438,533 $42.3M 2.61% +1,892 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,662 shares; 2024Q4: 184,577 shares; 2025Q1: 188,075 shares; 2025Q2: 186,554 shares; 2025Q3: 189,169 shares; 2025Q4: 190,689 shares; 2026Q1: 192,310 shares 192,310 $40M 2.46% +1,621 Timeline Cimpress Cimpress More: the full row for Cimpress Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,378 shares; 2024Q4: 349,232 shares; 2025Q1: 361,617 shares; 2025Q2: 368,129 shares; 2025Q3: 384,287 shares; 2025Q4: 406,606 shares; 2026Q1: 471,466 shares 471,466 $34.4M 2.12% +64,860 JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 452,487 shares; 2026Q1: 680,171 shares 680,171 $28.1M 1.73% +227,684 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $20.8M 1.28% 0 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,433 shares; 2024Q4: 164,600 shares; 2025Q1: 167,745 shares; 2025Q2: 166,983 shares; 2025Q3: 167,850 shares; 2025Q4: 167,192 shares; 2026Q1: 167,948 shares 167,948 $12.6M 0.78% +756 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,582 shares; 2024Q4: 27,782 shares; 2025Q1: 26,654 shares; 2025Q2: 26,675 shares; 2025Q3: 25,395 shares; 2025Q4: 25,395 shares; 2026Q1: 23,073 shares 23,073 $5.86M 0.36% -2,322 Timeline BH-A BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,312 shares; 2025Q3: 2,212 shares; 2025Q4: 2,200 shares; 2026Q1: 1,578 shares 1,578 $2.75M 0.17% -622 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 6,031 shares; 2025Q2: 6,126 shares; 2025Q3: 6,126 shares; 2025Q4: 6,126 shares; 2026Q1: 6,079 shares 6,079 $2.25M 0.14% -47 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,795 shares; 2024Q4: 3,795 shares; 2025Q1: 3,795 shares; 2025Q2: 3,795 shares; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares 3,885 $1.37M 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares 1,717 $1.22M 0.07% 0 Timeline Google Google More: the full row for Google Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 3,411 shares; 2025Q1: 3,521 shares; 2025Q2: 3,620 shares; 2025Q3: 3,623 shares; 2025Q4: 3,623 shares; 2026Q1: 3,683 shares 3,683 $1.06M 0.07% +60 TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,460 shares; 2024Q4: 40,885 shares; 2025Q1: 42,320 shares; 2025Q2: 43,080 shares; 2025Q3: 40,980 shares; 2025Q4: 40,780 shares; 2026Q1: 40,695 shares 40,695 $1.04M 0.06% -85 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $1.04M 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,528 shares; 2025Q2: 2,528 shares; 2025Q3: 2,450 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $929K 0.06% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,327 shares; 2025Q1: 3,240 shares; 2025Q2: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,240 shares; 2026Q1: 2,990 shares 2,990 $848K 0.05% -250 GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 901 shares 901 $786K 0.05% -87 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares 5,050 $687K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,489 shares; 2026Q1: 3,489 shares 3,489 $673K 0.04% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 965 shares; 2024Q4: 978 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $628K 0.04% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,450 shares; 2024Q4: 12,450 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares 8,800 $600K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,081 shares; 2024Q4: 93,089 shares; 2025Q1: 90,913 shares; 2025Q2: 84,065 shares; 2025Q3: 80,651 shares; 2025Q4: 79,737 shares; 2026Q1: 12,032 shares 12,032 $587K 0.04% -67,705 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 11,536 shares; 2025Q1: 11,586 shares; 2025Q2: 11,586 shares; 2025Q3: 11,586 shares; 2025Q4: 12,786 shares; 2026Q1: 12,954 shares 12,954 $576K 0.04% +168 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 219 shares 219 $372K 0.02% +86 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,147 shares; 2025Q4: 2,117 shares; 2026Q1: 2,117 shares 2,117 $369K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,920 shares; 2026Q1: 7,920 shares 7,920 $367K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,056 shares; 2024Q4: 187,002 shares; 2025Q1: 200,622 shares; 2025Q2: 198,927 shares; 2025Q3: 200,188 shares; 2025Q4: 2,237 shares; 2026Q1: 993 shares 993 $354K 0.02% -1,244 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 4,913 shares; 2025Q1: 4,913 shares; 2025Q2: 4,413 shares; 2025Q3: 4,413 shares; 2025Q4: 5,038 shares; 2026Q1: 4,413 shares 4,413 $351K 0.02% -625 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares; 2025Q3: 4,890 shares; 2025Q4: 4,860 shares; 2026Q1: 4,860 shares 4,860 $350K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,334 shares; 2025Q1: 3,334 shares; 2025Q2: 3,334 shares; 2025Q3: 3,334 shares; 2025Q4: 2,534 shares; 2026Q1: 2,534 shares 2,534 $334K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 719 shares; 2026Q1: 1,232 shares 1,232 $333K 0.02% +513 Timeline Biglari Holdings Biglari Holdings More: the full row for Biglari Holdings Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 967 shares 967 $319K 0.02% -373 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,445 shares 1,445 $288K 0.02% +200 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $286K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares 9,800 $285K 0.02% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 941 shares; 2025Q1: 952 shares; 2025Q2: 953 shares; 2025Q3: 954 shares; 2025Q4: 955 shares; 2026Q1: 956 shares 956 $281K 0.02% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,500 shares; 2025Q1: 1,350 shares; 2025Q2: not reported; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $279K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $255K 0.02% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,470 shares; 2024Q4: 5,787 shares; 2025Q1: 5,805 shares; 2025Q2: 5,822 shares; 2025Q3: 5,840 shares; 2025Q4: 5,860 shares; 2026Q1: 4,800 shares 4,800 $241K 0.01% -1,060 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $228K 0.01% 0 Timeline