Investor
PECAUT & CO.
CIK 0001597200 · filed 2026-05-11 · SEC filing
13F book
$308M
Positions
66
3 new · 7 sold
Largest name
8.9%
Berkshire Hathaway Inc Del
Est. mark
$2.81M
Price effect on 63 names still held. Flow −$4.79M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 57.1K | $27.4M | 8.9% | −$1.34M | Cut−$1.93M |
| Spdr Series Trust | — | 256.1K | $25.5M | 8.3% | $56.3K | Cut−$20.3M |
| Vanguard Scottsdale Fds | — | 309.8K | $24.6M | 8.0% | — | New |
| Ishares 0-3 Month | — | 161.2K | $16.2M | 5.3% | $45.2K | Cut−$8.91M |
| Ishares Inc | — | 204.2K | $16.1M | 5.2% | $947.1K | Added$4.55M |
| Alphabet Inc | — | 54.2K | $15.6M | 5.1% | −$1.46M | Cut−$3.42M |
| Spdr Series Trust | — | 156.2K | $15.3M | 5.0% | −$1.36M | Added−$1.22M |
| Spdr Index Shs Fds | — | 295.9K | $13.5M | 4.4% | $272K | Added$3.76M |
| Vanguard Specialized Funds | — | 57.2K | $12.3M | 4.0% | −$270.2K | Cut−$534.2K |
| Spdr Series Trust | — | 177.4K | $10M | 3.3% | −$40.8K | Cut−$678.6K |
| Texas Pacific Land Corporati | — | 20.6K | $9.78M | 3.2% | $3.86M | Held |
| Apple Inc. | AAPL | 36.3K | $9.22M | 3.0% | −$656.7K | Cut−$999.6K |
| First Tr Exchange Traded Fd | — | 50K | $8.17M | 2.7% | $519.8K | Added$639.4K |
| Listed Fds Tr | — | 149.4K | $7.78M | 2.5% | $396.3K | Added$5.46M |
| Berkshire Hathaway Inc Del | — | 10 | $7.18M | 2.3% | −$366.6K | Held |
| Costco Whsl Corp New | — | 7.13K | $7.1M | 2.3% | $943.7K | Added$1.03M |
| Spdr Series Trust | — | 106K | $6.28M | 2.0% | $138.8K | Cut−$91K |
| First Tr Exchange Traded Fd | — | 55K | $6.09M | 2.0% | $589.9K | Added$1.44M |
| Autonation, Inc. | AN | 25.4K | $4.96M | 1.6% | −$285.2K | Held |
| Lowes Cos Inc | — | 19.7K | $4.66M | 1.5% | −$96.2K | Cut−$199.9K |
| Knife River Corp | KNF | 50.8K | $4.15M | 1.3% | $573.9K | Held |
| Spdr Series Trust | — | 36.1K | $3.31M | 1.1% | $9.35K | Cut−$36.2K |
| Spdr Series Trust | — | 66.9K | $3.23M | 1.1% | $97.7K | Cut$19.1K |
| Microsoft Corp | MSFT | 8.34K | $3.09M | 1.0% | −$945.5K | Cut−$2.09M |
| Intercontinental Exchange In | — | 17.3K | $2.72M | 0.9% | −$80.9K | Cut−$82.7K |
| White Mtns Ins Group Ltd | — | 1.17K | $2.57M | 0.8% | $138.8K | Added$149.8K |
| Waterbridge Infrastructure L | — | 87.5K | $2.34M | 0.8% | $450.9K | Added$1.01M |
| J P Morgan Exchange Traded F | — | 43.9K | $2.24M | 0.7% | $1.44K | Added$445.2K |
| Builders FirstSource, Inc. | BLDR | 26.9K | $2.21M | 0.7% | −$401.6K | Added$201.8K |
| World Gold Tr | — | 22.3K | $2.06M | 0.7% | $156.5K | Added$237.2K |
| Vanguard Growth Etf | — | 4.61K | $2.01M | 0.7% | −$235.1K | Cut−$320.5K |
| Vanguard Tax-Managed Fds | — | 30.3K | $1.94M | 0.6% | $35.9K | Added$547.2K |
| Caseys Gen Stores Inc | — | 2.6K | $1.89M | 0.6% | $455.4K | Cut$441.6K |
| Starbucks Corp | SBUX | 20.7K | $1.85M | 0.6% | — | New |
| BWX Technologies, Inc. | BWXT | 8.13K | $1.66M | 0.5% | $257.5K | Held |
| American Express Co | AXP | 5.04K | $1.52M | 0.5% | −$340K | Cut−$343.7K |
| Walmart Inc. | WMT | 12.2K | $1.52M | 0.5% | $156.6K | Added$163.5K |
| Wheaton Precious Metals Corp. | WPM | 11.6K | $1.51M | 0.5% | $155.8K | Held |
| Nvidia Corp | NVDA | 7.4K | $1.29M | 0.4% | −$89.6K | Cut−$385.9K |
| Vanguard Index Fds | — | 6.44K | $1.26M | 0.4% | $33.2K | Added$50K |
| Landbridge Company Llc | — | 15.9K | $1.1M | 0.4% | $318.8K | Cut$314K |
| Mesabi Tr | — | 34K | $1.07M | 0.3% | −$240.5K | Held |
| Union Pac Corp | — | 4.38K | $1.06M | 0.3% | $49.4K | Cut$49.2K |
| United Rentals, Inc. | URI | 1.4K | $1.02M | 0.3% | −$113.3K | Held |
| Natural Resource Partners L | NRP | 8.07K | $977.1K | 0.3% | $129.5K | Added$162.8K |
| Liberty Media Corp Del | — | 12.2K | $949.3K | 0.3% | −$136.8K | Added−$132.9K |
| Vanguard Index Fds | — | 3.35K | $876.1K | 0.3% | $13.2K | Cut−$3.6K |
| Vanguard Index Fds | — | 3.04K | $873.3K | 0.3% | −$9.05K | Added$16.8K |
| Vanguard World Fd | — | 7.35K | $824.8K | 0.3% | −$63.9K | Cut−$190.6K |
| Tidewater Inc New | — | 9.5K | $793.7K | 0.3% | $313.9K | Cut$162.3K |
| Floor & Decor Hldgs Inc | — | 14.2K | $721.4K | 0.2% | −$143.3K | Held |
| Source Capital | — | 13.5K | $623.1K | 0.2% | $7.46K | Added$14K |
| Hawaiian Elec Industries | — | 40K | $593.6K | 0.2% | $101.6K | Held |
| NIKE, Inc. | NKE | 10.3K | $544.2K | 0.2% | −$112.2K | Held |
| Lsb Inds Inc | — | 36.5K | $543.9K | 0.2% | $233.6K | Cut$216.6K |
| Johnson & Johnson | JNJ | 2.15K | $525.5K | 0.2% | $80.6K | Cut$65.7K |
| Ishares Tr | — | 4.41K | $421.9K | 0.1% | $1.99K | Added$64K |
| Sprott Asset Management Lp | — | 8.7K | $308.3K | 0.1% | $21.1K | Held |
| Renn Fd Inc | — | 93.1K | $305.4K | 0.1% | $61.1K | Added$84.2K |
| Or Royalties Inc. | OR | 8K | $304.2K | 0.1% | — | New |
| Canadian Natl Ry Co | — | 2.68K | $275.8K | 0.1% | $10.5K | Held |
| Ishares Tr | — | 1.9K | $268.7K | 0.1% | −$14.5K | Cut−$23.4K |
| Spdr S&P 500 Etf Tr | — | 389 | $253.2K | 0.1% | −$12.3K | Cut−$13K |
| Ishares Tr | — | 1.16K | $246.8K | 0.1% | $3.76K | Cut−$11.6K |
| Ishares Tr | — | 573 | $244.3K | 0.1% | −$26.8K | Held |
| Triple Flag Precious Metal | — | 7K | $243K | 0.1% | $10.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.