Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PECAUT & CO. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

PECAUT & CO. (CIK 1597200) reported $328.2M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($29.3M, 8.92%), BILS ($25.8M, 7.86%), VCSH ($25.0M, 7.61%), EMXC ($20.7M, 6.30%), GOOG ($18.7M, 5.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BRK/BBERKSHIRE HATHAWAY INC DEL$29.3M8.92%58,483Added
2BILSSPDR SERIES TRUST$25.8M7.86%259,692Added
3VCSHVANGUARD SCOTTSDALE FDS$25.0M7.61%316,064Added
4EMXCISHARES INC$20.7M6.30%202,039Trimmed
5GOOGALPHABET INC$18.7M5.70%52,934Trimmed
6SPYGSPDR SERIES TRUST$18.5M5.65%155,879Trimmed
7SGOVISHARES TR$16.4M5.00%163,019Added
8SPDWSPDR INDEX SHS FDS$15.0M4.58%298,409Added
9VIGVANGUARD SPECIALIZED FUNDS$13.6M4.15%57,622Added
10SPYVSPDR SERIES TRUST$11.3M3.43%185,397Added
11AAPLAPPLE INC$10.3M3.14%35,616Trimmed
12GRIDFIRST TR EXCHANGE-TRADED FD$9.5M2.88%49,362Trimmed
13TPLTEXAS PACIFIC LAND CORPORATI$9.0M2.74%20,556Trimmed
14INFLLISTED FDS TR$7.6M2.32%152,906Added
15AIRRFIRST TR EXCHANGE TRADED FD$7.3M2.23%54,856Trimmed
16SPMDSPDR SERIES TRUST$7.1M2.17%105,452Trimmed
17COSTCOSTCO WHOLESALE CORPORATION$6.6M2.02%7,077Trimmed
18BRK/ABERKSHIRE HATHAWAY INC DEL$6.0M1.83%8Trimmed
19ANAUTONATION INC$4.4M1.33%23,570Trimmed
20KNFKNIFE RIVER CORP$4.2M1.28%50,140Trimmed
21LOWLOWES COS INC$4.1M1.25%18,567Trimmed
22SPSMSPDR SERIES TRUST$3.8M1.16%66,143Trimmed
23BILSPDR SERIES TRUST$3.5M1.07%38,396Added
24MSFTMICROSOFT CORP$3.1M0.94%8,301Trimmed
25WBIWATERBRIDGE INFRASTRUCTURE L$3.0M0.91%87,000Trimmed

Source: SEC Form 13F filings · as of 2026-06-30