Pecaut & Co

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Assets, Funds, Holdings

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Pecaut & Co
CRD #2997
SEC #801-49498
CIK #0001597200
AUM $350.5 M (2024-11-14)
Employees 4 (100% Investors, 0% Brokers)
Phone712-252-3268
Address401 Douglas St, Ste 415
Sioux City, IA 51101
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
4003202401608002001200920172025
CIK Period
0001597200
Sector Form 13F Holdings Value ($M)
Texas Pacific Land Corp 14.5
Alphabet Inc 11.4
Apple Inc 7.8
Costco Wholesale Corp /NEW 7.4
AutoNation Inc 5.2
Microsoft Corp 4.8
Lowes Companies Inc 4.4
Knife River Corp 4.3
Intercontinentalexchange Group Inc 3.4
Nvidia Corp 3.2
Canadian Pacific Railway Ltd/Cn 3.1
Builders Firstsource Inc 2.4
White Mountains Insurance Group Ltd 2.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 134 57.4
(b) Individuals (high net worth individuals) 75 278.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 9 10.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 3.7
(n) Other 0 0.0
Total 495 350.5
By Discretionary
Discretionary 491 336.2
Non-Discretionary 4 14.3
Total 495 350.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 350.5
Total 495 350.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001597200]
Comparable Firms State AUM ($B)
Access Financial Resources Inc
OK 0.4
D Scott Neal Inc
KY 0.4
S Harris Financial Group LLC
TX 0.4
Bright Road Wealth Management LLC
AK 0.3
Patron Partners LLC
TX 0.3
Kinetic Investment Management Inc
CA 0.3
Shearwater Capital LLC
CO 0.3
Arbor Capital Management Inc
AK 0.3
Familywealth Advisers LLC
FL 0.3
Copper Financial Network LLC
KS 0.3
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