本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
FOURPOINTS Investment Managers, S.A.S. (CIK 1552981) reported $21.1M across 4 reported positions in its SEC 13F filing for 2019-12-31. Largest positions: MKL ($6.5M, 31.00%), BRKB ($5.8M, 27.57%), L ($5.6M, 26.62%), MHK ($3.1M, 14.82%), DE ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL CORP | $6.5M | 31.00% | 5,715 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY CLASS B | $5.8M | 27.57% | 25,650 | Trimmed |
| 3 | L | LOEWS CORP | $5.6M | 26.62% | 106,900 | Trimmed |
| 4 | MHK | MOHAWK INDUSTRIES | $3.1M | 14.82% | 22,900 | Hold |
| 5 | DE | DEERE & CO | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2019-12-31