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Type	Result	AUM ($B)

CIK

Period

0001013701

2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($M)
	Texas Pacific Land Corp	42.9
	Microsoft Corp	21.5
	Gallagher Arthur J & Co	21.2
	Autozone Inc	20.4
	HCA Holdings Inc	20.1
	Phillips 66	18.0
	Alphabet Inc	17.5
	Aflac Inc	13.6
	Wellpoint Inc	13.5
	Copart Inc	13.3
	Fifth Third Bancorp	13.0
	Nelnet Inc	12.2
	Walt Disney Co	12.1
	Asbury Automotive Group Inc	11.3
	Lincoln Electric Holdings Inc	10.9
	Brookfield Asset Management Inc	10.9
	Hershey Co	9.2
	Bruker Corp	9.0
	Johnson & Johnson	7.8
	Canadian Pacific Railway Ltd/Cn	7.7
	Charles River Laboratories International Inc	7.7
	Colfax Corp	7.1
	Cullen Frost Bankers Inc	6.9
	Coca Cola Co	6.9
	REO Plus Inc	6.8
	MSC Industrial Direct Co Inc	6.5
	Thermo Fisher Scientific Inc	6.3
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{"uid": 151877273, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220276896