Mraz, Amerine & Associates, Inc. 13F 持仓 · 2026年Q2
Mraz, Amerine & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 199 只证券，申报市值合计 6.97 亿美元。前几大持仓：BRKB（11.24%）、FRFHF（6.95%）、WTM（6.61%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $78.3M | 11.24% | 156,557 | 减持 |
| 2 | FRFHF | FAIRFAX FINL HLDGS LTD SUB VTG | $48.5M | 6.95% | 29,425 | 增持 |
| 3 | WTM | WHITE MTNS INS GROUP LTD | $46.1M | 6.61% | 22,218 | 增持 |
| 4 | WRB | BERKLEY W R CORP | $44.8M | 6.43% | 635,753 | 增持 |
| 5 | USFR | WISDOMTREE TR | $43.3M | 6.21% | 859,642 | 增持 |
| 6 | MKL | MARKEL GROUP INC | $38.3M | 5.49% | 19,610 | 增持 |
| 7 | JEF | JEFFERIES FINANCIAL GROUP IN | $30.8M | 4.42% | 617,122 | 增持 |
| 8 | L | LOEWS CORP | $29.0M | 4.15% | 255,855 | 增持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $20.6M | 2.96% | 165,191 | 减持 |
| 10 | BN | BROOKFIELD CORP | $19.9M | 2.85% | 466,698 | 增持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $14.8M | 2.13% | 274,258 | 增持 |
| 12 | AVDV | AMERICAN CENTY ETF TR | $13.8M | 1.98% | 134,126 | 增持 |
| 13 | CNQ | CANADIAN NAT RES LTD MED TER | $9.3M | 1.34% | 236,287 | 增持 |
| 14 | CVE | CENOVUS ENERGY INC | $9.1M | 1.31% | 366,951 | 增持 |
| 15 | AVEM | AMERICAN CENTY ETF TR | $7.2M | 1.03% | 74,352 | 减持 |
| 16 | JNJ | JOHNSON & JOHNSON | $7.1M | 1.02% | 27,909 | 减持 |
| 17 | UHALB | U HAUL HOLDING COMPANY | $6.7M | 0.96% | 116,181 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $6.6M | 0.94% | 17,616 | 减持 |
| 19 | OXY | OCCIDENTAL PETE CORP | $6.5M | 0.94% | 134,465 | 增持 |
| 20 | SLB | SLB LIMITED | $5.8M | 0.83% | 124,804 | 增持 |
| 21 | AR | ANTERO RESOURCES CORP | $5.7M | 0.82% | 162,114 | 增持 |
| 22 | CACC | CREDIT ACCEP CORP MICH | $5.3M | 0.77% | 8,376 | 减持 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.2M | 0.75% | 7 | 持平 |
| 24 | KF | KOREA FD INC | $5.1M | 0.73% | 67,225 | 减持 |
| 25 | RMT | ROYCE MICRO-CAP TR INC | $5.1M | 0.73% | 346,327 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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