Investor
PECAUT & CO.
CIK 0001597200 · filed 2026-02-10 · SEC filing
13F book
$310M
Positions
70
Largest name
14.8%
Spdr Series Trust
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 461.4K | $45.8M | 14.8% | — | Held |
| Berkshire Hathaway Inc Del | — | 58.3K | $29.3M | 9.5% | — | Held |
| Ishares 0-3 Month | — | 250.4K | $25.1M | 8.1% | — | Held |
| Alphabet Inc | — | 60.5K | $19M | 6.1% | — | Held |
| Spdr Series Trust | — | 154.8K | $16.5M | 5.3% | — | Held |
| Vanguard Specialized Funds | — | 58.4K | $12.8M | 4.1% | — | Held |
| Ishares Inc | — | 158.4K | $11.5M | 3.7% | — | Held |
| Spdr Series Trust | — | 188.7K | $10.7M | 3.5% | — | Held |
| Apple Inc. | AAPL | 37.6K | $10.2M | 3.3% | — | Held |
| Spdr Index Shs Fds | — | 219.4K | $9.74M | 3.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 10 | $7.55M | 2.4% | — | Held |
| First Tr Exchange Traded Fd | — | 49.2K | $7.53M | 2.4% | — | Held |
| First Tr Exchange Traded Fd | — | 90.2K | $6.45M | 2.1% | — | Held |
| Spdr Series Trust | — | 110K | $6.37M | 2.1% | — | Held |
| Costco Whsl Corp New | — | 7.04K | $6.07M | 2.0% | — | Held |
| Texas Pacific Land Corporati | — | 20.6K | $5.92M | 1.9% | — | Held |
| Autonation, Inc. | AN | 25.4K | $5.25M | 1.7% | — | Held |
| Microsoft Corp | MSFT | 10.7K | $5.17M | 1.7% | — | Held |
| Lowes Cos Inc | — | 20.1K | $4.86M | 1.6% | — | Held |
| First Tr Exchange Traded Fd | — | 47.3K | $4.66M | 1.5% | — | Held |
| Ishares Tr | — | 42.2K | $3.97M | 1.3% | — | Held |
| Knife River Corp | KNF | 50.8K | $3.57M | 1.2% | — | Held |
| Spdr Series Trust | — | 36.6K | $3.34M | 1.1% | — | Held |
| Spdr Series Trust | — | 68.6K | $3.21M | 1.0% | — | Held |
| Intercontinental Exchange In | — | 17.3K | $2.8M | 0.9% | — | Held |
| White Mtns Ins Group Ltd | — | 1.17K | $2.43M | 0.8% | — | Held |
| Vanguard Growth Etf | — | 4.78K | $2.33M | 0.8% | — | Held |
| Listed Fds Tr | — | 52.2K | $2.32M | 0.7% | — | Held |
| Builders FirstSource, Inc. | BLDR | 19.5K | $2.01M | 0.6% | — | Held |
| American Express Co | AXP | 5.05K | $1.87M | 0.6% | — | Held |
| World Gold Tr | — | 21.4K | $1.83M | 0.6% | — | Held |
| J P Morgan Exchange Traded F | — | 35.2K | $1.79M | 0.6% | — | Held |
| Nvidia Corp | NVDA | 8.99K | $1.68M | 0.5% | — | Held |
| Caseys Gen Stores Inc | — | 2.63K | $1.45M | 0.5% | — | Held |
| BWX Technologies, Inc. | BWXT | 8.13K | $1.41M | 0.5% | — | Held |
| Vanguard Tax-Managed Fds | — | 22.3K | $1.39M | 0.4% | — | Held |
| Wheaton Precious Metals Corp. | WPM | 11.6K | $1.36M | 0.4% | — | Held |
| Walmart Inc. | WMT | 12.2K | $1.36M | 0.4% | — | Held |
| Waterbridge Infrastructure L | — | 66.5K | $1.33M | 0.4% | — | Held |
| Mesabi Tr | — | 34K | $1.31M | 0.4% | — | Held |
| Vanguard Index Fds | — | 6.36K | $1.21M | 0.4% | — | Held |
| United Rentals, Inc. | URI | 1.4K | $1.14M | 0.4% | — | Held |
| Liberty Media Corp Del | — | 12.1K | $1.08M | 0.3% | — | Held |
| Vanguard World Fd | — | 8.39K | $1.02M | 0.3% | — | Held |
| Union Pac Corp | — | 4.38K | $1.01M | 0.3% | — | Held |
| Vanguard Index Fds | — | 3.41K | $879.7K | 0.3% | — | Held |
| Floor & Decor Hldgs Inc | — | 14.2K | $864.6K | 0.3% | — | Held |
| Vanguard Index Fds | — | 2.95K | $856.5K | 0.3% | — | Held |
| Natural Resource Partners L | NRP | 7.8K | $814.3K | 0.3% | — | Held |
| Landbridge Company Llc | — | 16K | $783.5K | 0.3% | — | Held |
| NIKE, Inc. | NKE | 10.3K | $656.3K | 0.2% | — | Held |
| Tidewater Inc New | — | 12.5K | $631.4K | 0.2% | — | Held |
| Source Capital | — | 13.3K | $609.1K | 0.2% | — | Held |
| Hawaiian Elec Industries | — | 40K | $492K | 0.2% | — | Held |
| Ishares Tr | — | 4.44K | $488.7K | 0.2% | — | Held |
| Johnson & Johnson | JNJ | 2.22K | $459.8K | 0.1% | — | Held |
| Ishares Tr | — | 3.76K | $357.9K | 0.1% | — | Held |
| Lsb Inds Inc | — | 38.5K | $327.3K | 0.1% | — | Held |
| Ishares Tr | — | 1.96K | $292.1K | 0.1% | — | Held |
| Sprott Asset Management Lp | — | 8.7K | $287.3K | 0.1% | — | Held |
| Ishares Tr | — | 573 | $271.1K | 0.1% | — | Held |
| Cincinnati Finl Corp | — | 1.65K | $270K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 390 | $266.2K | 0.1% | — | Held |
| Canadian Natl Ry Co | — | 2.68K | $265.3K | 0.1% | — | Held |
| Ishares Tr | — | 1.23K | $258.3K | 0.1% | — | Held |
| Triple Flag Precious Metal | — | 7K | $232.5K | 0.1% | — | Held |
| Renn Fd Inc | — | 86.1K | $221.2K | 0.1% | — | Held |
| Ishares Tr | — | 4.58K | $220.4K | 0.1% | — | Held |
| Rli Corp | RLI | 3.21K | $205.3K | 0.1% | — | Held |
| San Juan Basin Rty Tr | — | 30K | $168.6K | 0.1% | — | Held |
Positions as of Q4 2025. 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.