Pecaut--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SJT",
  "AXP",
  "LOW",
  "CP.TO",
  "NE",
  "UNP",
  null,
  "ACI",
  "EMXC",
  "ICE",
  "LXU",
  "MSB",
  null,
  "TDW",
  "FWONA",
  "RCG",
  "MSFT",
  "FND",
  "IWD",
  "ORCL",
  "IWF",
  "PGR",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "SLB",
  "SPDW",
  null,
  null,
  "SPYG",
  null,
  null,
  "VO",
  null,
  "VIG",
  "NRP",
  null,
  "RLI",
  null,
  "KNF",
  "LB",
  "NVO",
  "ESGD",
  "TPL",
  "ESGV",
  "VUG",
  "VEA",
  "VB",
  "VTV",
  "WMT",
  "WTM",
  "WPM",
  null,
  "UFCS",
  null,
  "SPYV",
  "AN",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BOC",
  "BLDR",
  "BWXT",
  "CNI",
  "CASY",
  "CINF",
  "COST",
  "USMV",
  "NKE",
  "ELV",
  "GOOG",
  "JNJ",
  "TSLA",
  "URI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 77
Total Value: 293893049
Accession Number: 0001398344-25-008587
Form Type: 13F-HR
CIK: pecaut--co
Manager Name: Pecaut--Co

Data Enrichment

82% identified

63 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $293.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MICROSOFT CORP

MSFT|594918104

Shares:9.8K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$293.9M)

NIKE, Inc.

NKE|654106103

Shares:56.9K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$293.9M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:18.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$293.9M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:43.5K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$293.9M)

33737A108

Shares:25.8K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$293.9M)

78468R663

Shares:24.6K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$293.9M)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:1.2K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$293.9M)

NVIDIA CORP

NVDA|67066G104

Shares:20.4K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$293.9M)

53656F623

Shares:48.1K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$293.9M)

Floor & Decor Holdings, Inc.

FND|339750101

Shares:22.9K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$293.9M)

NOVO NORDISK A S

NVO|670100205

Shares:21.6K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$293.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:5.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$293.9M)

922908736

VUG|922908736

Shares:3.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$293.9M)

ORACLE CORP

ORCL|68389X105

Shares:8.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$293.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:5.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$293.9M)

LandBridge Co LLC

LB|514952100

Shares:16.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$293.9M)

Walmart Inc.

WMT|931142103

Shares:12.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$293.9M)

98149E303

Shares:17.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$293.9M)

921943858

VEA|921943858

Shares:21.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$293.9M)

UNITED RENTALS, INC.

URI|911363109

Shares:1.7K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$293.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	9.8K	QoQ -11.88% (-1.3K) YoY +34.41% (+2.5K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$293.9M)	QoQ -21.51% (-$1.0M) YoY +19.93% (+$612.7K)
NIKE, Inc.(NKEcusip654106103)	56.9K	QoQ +43.13% (+17.1K) YoY NEW(+56.9K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$293.9M)	QoQ +20.07% (+$604.0K) YoY NEW(+$3.6M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	18.9K	QoQ -0.52% (-100) YoY -16.70% (-3.8K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$293.9M)	QoQ +15.15% (-$430.2K) YoY +4.55% (-$142.3K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	43.5K	QoQ -1.27% (-560) YoY -7.68% (-3.6K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$293.9M)	QoQ -4.21% (-$134.5K) YoY -26.49% (-$1.1M)
(cusip33737A108)✕	25.8K	QoQ +6.95% (+1.7K) YoY NEW(+25.8K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$293.9M)	QoQ +1.38% (+$40.0K) YoY NEW(+$2.9M)
(cusip78468R663)✕	24.6K	QoQ -15.28% (-4.4K) YoY +171.23% (+15.6K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$293.9M)	QoQ -15.00% (-$399.1K) YoY +171.03% (+$1.4M)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$293.9M)	QoQ -0.98% (-$22.5K) YoY +7.32% (+$153.5K)
NVIDIA CORP(NVDAcusip67066G104)	20.4K	QoQ -8.91% (-2.0K) YoY +609.58% (-17.5K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$293.9M)	QoQ -26.49% (-$797.7K) YoY -14.89% (-$387.5K)
(cusip53656F623)✕	48.1K	QoQ 0.00% (+0) YoY -11.08% (-6.0K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$293.9M)	QoQ +6.74% (+$123.7K) YoY +11.01% (-$194.2K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	22.9K	QoQ -0.21% (-50) YoY +31.23% (-5.5K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$293.9M)	QoQ -19.46% (-$445.4K) YoY -18.52% (-$419.1K)
NOVO NORDISK A S(NVOcusip670100205)	21.6K	QoQ NEW(+21.6K) YoY NEW(+21.6K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$293.9M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
AMERICAN EXPRESS CO(AXPcusip025816109)	5.1K	QoQ -0.96% (-50) YoY -4.13% (-221)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$293.9M)	QoQ -10.22% (-$156.8K) YoY +13.27% (-$161.4K)
(VUGcusip922908736)	3.6K	QoQ -4.42% (-167) YoY -11.61% (-474)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$293.9M)	QoQ -13.66% (-$211.6K) YoY -4.79% (-$67.3K)
ORACLE CORP(ORCLcusip68389X105)	8.6K	QoQ -10.33% (-990) YoY -25.60% (-3.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$293.9M)	QoQ -24.77% (-$395.4K) YoY -17.18% (-$249.2K)
UNION PACIFIC CORP(UNPcusip907818108)	5.0K	QoQ +2.59% (+126) YoY -9.09% (-499)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$293.9M)	QoQ +6.26% (+$69.5K) YoY -12.69% (-$171.3K)
LandBridge Co LLC(LBcusip514952100)	16.0K	QoQ +6.60% (+990) YoY NEW(+16.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$293.9M)	QoQ +18.71% (+$181.3K) YoY NEW(+$1.2M)
Walmart Inc.(WMTcusip931142103)	12.6K	QoQ -2.42% (-314) YoY -18.28% (-2.8K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$293.9M)	QoQ -5.19% (-$60.7K) YoY +19.22% (-$178.5K)
(cusip98149E303)✕	17.6K	QoQ +54.91% (+6.2K) YoY +70.00% (+7.2K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$293.9M)	QoQ +84.40% (+$498.7K) YoY +138.85% (+$633.4K)
(VEAcusip921943858)	21.1K	QoQ +0.74% (+157) YoY +7.16% (+1.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$293.9M)	QoQ +7.09% (+$71.1K) YoY +8.57% (+$84.8K)
UNITED RENTALS, INC.(URIcusip911363109)	1.7K	QoQ +0.06% (-1) YoY -15.27% (-298)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$293.9M)	QoQ -11.01% (-$128.2K) YoY -26.39% (-$371.4K)