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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Liberty Media Corp

FWONA|531229771

Shares:12.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$293.9M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:9.6K

Value:$950.5K

% of Portfolio:0.3% ($950.5K/$293.9M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:7.3K

Value:$912.6K

% of Portfolio:0.3% ($912.6K/$293.9M)

MESABI TRUST

MSB|590672101

Shares:33.8K

Value:$912.2K

% of Portfolio:0.3% ($912.2K/$293.9M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:11.6K

Value:$896.6K

% of Portfolio:0.3% ($896.6K/$293.9M)

922908744

VTV|922908744

Shares:5.1K

Value:$875.3K

% of Portfolio:0.3% ($875.3K/$293.9M)

921910733

ESGV|921910733

Shares:8.3K

Value:$812.5K

% of Portfolio:0.3% ($812.5K/$293.9M)

NATURAL RESOURCE PARTNERS LP

NRP|63900P608

Shares:7.3K

Value:$758.5K

% of Portfolio:0.3% ($758.5K/$293.9M)

922908629

VO|922908629

Shares:2.8K

Value:$734.9K

% of Portfolio:0.3% ($734.9K/$293.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.0K

Value:$668.8K

% of Portfolio:0.2% ($668.8K/$293.9M)

Albertsons Companies, Inc.

ACI|013091103

Shares:30.4K

Value:$668.5K

% of Portfolio:0.2% ($668.5K/$293.9M)

TIDEWATER INC

TDW|88642R109

Shares:15.0K

Value:$634.0K

% of Portfolio:0.2% ($634.0K/$293.9M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.4K

Value:$618.5K

% of Portfolio:0.2% ($618.5K/$293.9M)

836144303

Shares:14.6K

Value:$605.3K

% of Portfolio:0.2% ($605.3K/$293.9M)

464288679

Shares:5.2K

Value:$569.5K

% of Portfolio:0.2% ($569.5K/$293.9M)

922908751

VB|922908751

Shares:2.4K

Value:$524.4K

% of Portfolio:0.2% ($524.4K/$293.9M)

Noble Corp plc

NE|G65431127

Shares:19.5K

Value:$462.8K

% of Portfolio:0.2% ($462.8K/$293.9M)

RLI CORP

RLI|749607107

Shares:4.0K

Value:$320.0K

% of Portfolio:0.1% ($320.0K/$293.9M)

674599162

Shares:11.5K

Value:$318.7K

% of Portfolio:0.1% ($318.7K/$293.9M)

46435G516

ESGD|46435G516

Shares:3.7K

Value:$305.5K

% of Portfolio:0.1% ($305.5K/$293.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Liberty Media Corp(FWONAcusip531229771)	12.4K	QoQ 0.00% (-0) YoY -8.14% (-1.1K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$293.9M)	QoQ -3.05% (-$31.9K) YoY +27.40% (-$217.4K)
BWX Technologies, Inc.(BWXTcusip05605H100)	9.6K	QoQ 0.00% (-0) YoY +14.70% (+1.2K)	All Managers (Combined)	$950.5K	0.3% ($950.5K/$293.9M)	QoQ -11.43% (-$122.8K) YoY +10.26% (+$88.5K)
Builders FirstSource, Inc.(BLDRcusip12008R107)	7.3K	QoQ +8.44% (-569) YoY +29.27% (-1.7K)	All Managers (Combined)	$912.6K	0.3% ($912.6K/$293.9M)	QoQ -5.20% (-$50.1K) YoY -22.55% (-$265.7K)
MESABI TRUST(MSBcusip590672101)	33.8K	QoQ +2.94% (-966) YoY +91.01% (+16.1K)	All Managers (Combined)	$912.2K	0.3% ($912.2K/$293.9M)	QoQ -0.59% (-$5.5K) YoY +192.31% (+$600.1K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	11.6K	QoQ +4.52% (+500) YoY +4.52% (+500)	All Managers (Combined)	$896.6K	0.3% ($896.6K/$293.9M)	QoQ +44.27% (+$275.2K) YoY +72.16% (+$375.8K)
(VTVcusip922908744)	5.1K	QoQ +1.17% (+59) YoY -1.05% (-54)	All Managers (Combined)	$875.3K	0.3% ($875.3K/$293.9M)	QoQ +3.23% (+$27.4K) YoY +4.94% (-$41.3K)
(ESGVcusip921910733)	8.3K	QoQ +1.84% (-150) YoY +49.81% (+2.8K)	All Managers (Combined)	$812.5K	0.3% ($812.5K/$293.9M)	QoQ -4.89% (-$41.8K) YoY +57.47% (+$296.6K)
NATURAL RESOURCE PARTNERS LP(NRPcusip63900P608)	7.3K	QoQ +7.35% (+500) YoY NEW(+7.3K)	All Managers (Combined)	$758.5K	0.3% ($758.5K/$293.9M)	QoQ +0.48% (+$3.7K) YoY NEW(+$758.5K)
(VOcusip922908629)	2.8K	QoQ +4.17% (+114) YoY -10.14% (-321)	All Managers (Combined)	$734.9K	0.3% ($734.9K/$293.9M)	QoQ +2.00% (+$14.5K) YoY -6.99% (-$55.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.0K	QoQ -14.39% (-678) YoY -15.46% (-738)	All Managers (Combined)	$668.8K	0.2% ($668.8K/$293.9M)	QoQ -1.83% (-$12.5K) YoY -11.38% (-$85.9K)
Albertsons Companies, Inc.(ACIcusip013091103)	30.4K	QoQ 0.00% (+0) YoY NEW(+30.4K)	All Managers (Combined)	$668.5K	0.2% ($668.5K/$293.9M)	QoQ +11.96% (+$71.4K) YoY NEW(+$668.5K)
TIDEWATER INC(TDWcusip88642R109)	15.0K	QoQ 0.00% (-0) YoY -52.38% (-16.5K)	All Managers (Combined)	$634.0K	0.2% ($634.0K/$293.9M)	QoQ -22.73% (-$186.6K) YoY -78.12% (-$2.3M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$618.5K	0.2% ($618.5K/$293.9M)	QoQ +9.54% (+$53.9K) YoY +36.29% (+$164.7K)
(cusip836144303)✕	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$605.3K	0.2% ($605.3K/$293.9M)	QoQ NEW(+$605.3K) YoY NEW(+$605.3K)
(cusip464288679)✕	5.2K	QoQ -4.39% (-237) YoY -4.39% (-237)	All Managers (Combined)	$569.5K	0.2% ($569.5K/$293.9M)	QoQ -4.09% (-$24.3K) YoY -4.46% (-$26.6K)
(VBcusip922908751)	2.4K	QoQ +2.96% (-68) YoY -3.31% (-81)	All Managers (Combined)	$524.4K	0.2% ($524.4K/$293.9M)	QoQ -4.97% (-$27.4K) YoY -6.22% (-$34.8K)
Noble Corp plc(NEcusipG65431127)	19.5K	QoQ -20.38% (-5.0K) YoY +95.28% (-9.5K)	All Managers (Combined)	$462.8K	0.2% ($462.8K/$293.9M)	QoQ -39.90% (-$307.4K) YoY -4.55% (-$22.1K)
RLI CORP(RLIcusip749607107)	4.0K	QoQ +99.94% (-2.0K) YoY +100.05% (+2.0K)	All Managers (Combined)	$320.0K	0.1% ($320.0K/$293.9M)	QoQ -2.53% (-$8.3K) YoY +8.23% (+$24.3K)
(cusip674599162)✕	11.5K	QoQ -3.35% (-400) YoY -26.71% (-4.2K)	All Managers (Combined)	$318.7K	0.1% ($318.7K/$293.9M)	QoQ -2.93% (-$9.6K) YoY -52.95% (-$358.7K)
(ESGDcusip46435G516)	3.7K	QoQ +3.00% (+109) YoY +41.29% (+1.1K)	All Managers (Combined)	$305.5K	0.1% ($305.5K/$293.9M)	QoQ +10.51% (+$29.1K) YoY +44.44% (+$94.0K)