Holders — by stockHoldings — by fund
PECAUT & CO.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001597200
$328.2M
disclosed book value
65
positions
8.9%
largest position share
Positions, as of 2026-06-30
top 65 of 65 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 58,483 | $29.3M | 8.9% |
| 2 | BILSSPDR SERIES TRUST | 259,692 | $25.8M | 7.9% |
| 3 | VCSHVANGUARD SCOTTSDALE FDS | 316,064 | $25.0M | 7.6% |
| 4 | EMXCISHARES INC | 202,039 | $20.7M | 6.3% |
| 5 | GOOGALPHABET INC | 52,934 | $18.7M | 5.7% |
| 6 | SPYGSPDR SERIES TRUST | 155,879 | $18.5M | 5.7% |
| 7 | SGOVISHARES TR | 163,019 | $16.4M | 5% |
| 8 | SPDWSPDR INDEX SHS FDS | 298,409 | $15.0M | 4.6% |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 57,622 | $13.6M | 4.2% |
| 10 | SPYVSPDR SERIES TRUST | 185,397 | $11.3M | 3.4% |
| 11 | AAPLAPPLE INC | 35,616 | $10.3M | 3.1% |
| 12 | GRIDFIRST TR EXCHANGE-TRADED FD | 49,362 | $9.5M | 2.9% |
| 13 | TPLTEXAS PACIFIC LAND CORPORATI | 20,556 | $9.0M | 2.7% |
| 14 | INFLLISTED FDS TR | 152,906 | $7.6M | 2.3% |
| 15 | AIRRFIRST TR EXCHANGE TRADED FD | 54,856 | $7.3M | 2.2% |
| 16 | SPMDSPDR SERIES TRUST | 105,452 | $7.1M | 2.2% |
| 17 | COSTCOSTCO WHOLESALE CORPORATION | 7,077 | $6.6M | 2% |
| 18 | BRK/ABERKSHIRE HATHAWAY INC DEL | 8 | $6.0M | 1.8% |
| 19 | ANAUTONATION INC | 23,570 | $4.4M | 1.3% |
| 20 | KNFKNIFE RIVER CORP | 50,140 | $4.2M | 1.3% |
| 21 | LOWLOWES COS INC | 18,567 | $4.1M | 1.2% |
| 22 | SPSMSPDR SERIES TRUST | 66,143 | $3.8M | 1.2% |
| 23 | BILSPDR SERIES TRUST | 38,396 | $3.5M | 1.1% |
| 24 | MSFTMICROSOFT CORP | 8,301 | $3.1M | 0.9% |
| 25 | WBIWATERBRIDGE INFRASTRUCTURE L | 87,000 | $3.0M | 0.9% |
| 26 | BLDRBUILDERS FIRSTSOURCE INC | 26,865 | $2.4M | 0.7% |
| 27 | WHITE MTNS INS GROUP LTD | 1,142 | $2.4M | 0.7% |
| 28 | VUGVANGUARD INDEX FDS | 27,432 | $2.4M | 0.7% |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 30,802 | $2.2M | 0.7% |
| 30 | JMSTJ P MORGAN EXCHANGE TRADED F | 41,785 | $2.1M | 0.6% |
| 31 | SBUXSTARBUCKS CORP | 20,700 | $2.1M | 0.6% |
| 32 | CASYCASEYS GEN STORES INC | 2,600 | $2.1M | 0.6% |
| 33 | ICEINTERCONTINENTAL EXCHANGE IN | 16,444 | $2.0M | 0.6% |
| 34 | GLDMWORLD GOLD TR | 22,268 | $1.8M | 0.5% |
| 35 | AXPAMERICAN EXPRESS CO | 5,015 | $1.7M | 0.5% |
| 36 | URIUNITED RENTALS INC | 1,403 | $1.6M | 0.5% |
| 37 | BWXTBWX TECHNOLOGIES INC | 7,935 | $1.5M | 0.5% |
| 38 | NVDANVIDIA CORPORATION | 7,391 | $1.5M | 0.5% |
| 39 | VTVVANGUARD INDEX FDS | 6,454 | $1.4M | 0.4% |
| 40 | WMTWALMART INC | 12,123 | $1.4M | 0.4% |
| 41 | WPMWHEATON PRECIOUS METALS CORP | 11,550 | $1.3M | 0.4% |
| 42 | LBLANDBRIDGE COMPANY LLC | 15,894 | $1.3M | 0.4% |
| 43 | UNPUNION PAC CORP | 4,139 | $1.1M | 0.3% |
| 44 | FWONALIBERTY MEDIA CORP DEL | 12,158 | $1.1M | 0.3% |
| 45 | VBVANGUARD INDEX FDS | 3,367 | $1.0M | 0.3% |
| 46 | VOVANGUARD INDEX FDS | 12,336 | $993,881 | 0.3% |
| 47 | ESGVVANGUARD WORLD FD | 7,118 | $941,294 | 0.3% |
| 48 | MSBMESABI TR | 33,963 | $859,264 | 0.3% |
| 49 | FNDFLOOR & DECOR HLDGS INC | 13,700 | $813,232 | 0.2% |
| 50 | NRPNATURAL RESOURCE PARTNERS LP | 8,075 | $783,275 | 0.2% |
| 51 | TDWTIDEWATER INC NEW | 9,500 | $632,985 | 0.2% |
| 52 | XSORXSOURCE CAPITAL | 13,601 | $625,241 | 0.2% |
| 53 | HEHAWAIIAN ELEC INDS INC MTN B | 41,300 | $558,789 | 0.2% |
| 54 | JNJJOHNSON & JOHNSON | 2,130 | $540,956 | 0.2% |
| 55 | ESGDISHARES TR | 4,481 | $460,719 | 0.1% |
| 56 | LXULSB INDS INC | 36,500 | $394,565 | 0.1% |
| 57 | CNICANADIAN NATL RY CO | 2,684 | $320,040 | 0.1% |
| 58 | ESGUISHARES TR | 1,879 | $307,504 | 0.1% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 390 | $291,451 | 0.1% |
| 60 | IWFISHARES TR | 2,259 | $280,525 | 0.1% |
| 61 | IWDISHARES TR | 1,156 | $280,279 | 0.1% |
| 62 | RCGRENN FD INC | 93,099 | $278,404 | 0.1% |
| 63 | PHYSSPROTT ASSET MANAGEMENT LP | 8,700 | $262,479 | 0.1% |
| 64 | OROR ROYALTIES INC. | 8,000 | $253,040 | 0.1% |
| 65 | TFPMTRIPLE FLAG PRECIOUS METAL | 7,000 | $209,790 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.