EdgeMarket › What Mraz, Amerine & Associates, Inc. reported owning
What Mraz, Amerine & Associates, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
678.2MPositions
190Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 76.0M | 11.2% | 158.7K | — | — |
| FRFHF FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 49.6M | 7.3% | 29.1K | — | — |
| WTM WHITE MOUNTAINS INSURANCE GROUP LTD | 48.7M | 7.2% | 22.2K | 2,110.95 | +14.9% |
| WRB BERKLEY W R CORP | 41.8M | 6.2% | 630.6K | 68.60 | -5.6% |
| USFR WisdomTree Floating Rate Treasury Fund | 41.4M | 6.1% | 822.5K | 50.49 | +0.1% |
| MKL MARKEL GROUP INC. | 36.6M | 5.4% | 19.1K | 1,795.62 | -8.9% |
| L LOEWS CORP | 27.1M | 4.0% | 253.7K | 109.83 | +13.6% |
| JEF Jefferies Financial Group Inc. | 25.4M | 3.7% | 614.3K | 52.33 | -11.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 18.4M | 2.7% | 166.9K | 126.45 | +33.2% |
| BN BROOKFIELD Corp /ON/ | 18.3M | 2.7% | 453.3K | 41.69 | -2.4% |
| DFIV Dimensional International Value ETF | 14.2M | 2.1% | 269.9K | 58.31 | +27.8% |
| AVDV Avantis International Small Cap Value ETF | 13.4M | 2.0% | 134.0K | 111.95 | +32.8% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 11.4M | 1.7% | 233.9K | 51.40 | +73.5% |
| CVE CENOVUS ENERGY INC. | 9.6M | 1.4% | 363.3K | 32.93 | +119.8% |
| OXY OCCIDENTAL PETROLEUM CORP /DE/ | 8.6M | 1.3% | 132.2K | 61.30 | +38.5% |
| JNJ JOHNSON & JOHNSON | 6.9M | 1.0% | 28.3K | 270.24 | +51.1% |
| MSFT MICROSOFT CORP | 6.6M | 1.0% | 17.9K | 483.24 | -4.4% |
| AR ANTERO RESOURCES Corp | 6.6M | 1.0% | 155.2K | 37.94 | +24.1% |
| SLB SLB LIMITED/NV | 6.3M | 0.9% | 122.8K | 53.87 | +61.5% |
| AVEM Avantis Emerging Markets Equity ETF | 6.2M | 0.9% | 76.7K | 94.24 | +33.1% |
| CACC CREDIT ACCEPTANCE CORP | 5.6M | 0.8% | 13.2K | 601.05 | +24.8% |
| AMR Alpha Metallurgical Resources, Inc. | 5.4M | 0.8% | 26.5K | 210.01 | +50.6% |
| unmapped CUSIP 023586506 | 5.2M | 0.8% | 117.2K | — | — |
| unmapped CUSIP 084670108 | 5.0M | 0.7% | 7 | — | — |
| TDW TIDEWATER INC | 4.1M | 0.6% | 49.5K | 95.25 | +70.4% |
| HAL HALLIBURTON CO | 4.1M | 0.6% | 105.7K | 35.34 | +67.5% |
| TPL Texas Pacific Land Corp | 4.0M | 0.6% | 8.4K | 383.64 | +28.6% |
| RMT ROYCE MICRO-CAP TRUST, INC. | 4.0M | 0.6% | 350.9K | 14.17 | +47.0% |
| OIH VanEck Oil Services ETF | 4.0M | 0.6% | 9.8K | 415.33 | +75.6% |
| AAPL Apple Inc. | 3.7M | 0.5% | 14.5K | 309.35 | +36.9% |
| unmapped CUSIP 127097103 | 3.6M | 0.5% | 103.8K | — | — |
| GHC Graham Holdings Co | 3.6M | 0.5% | 3.4K | 1,166.93 | +9.3% |
| VAL Valaris Ltd | 3.6M | 0.5% | 37.1K | 87.76 | +94.9% |
| NVR NVR INC | 3.4M | 0.5% | 515 | 6,358.51 | -20.8% |
| NE Noble Corp plc | 3.2M | 0.5% | 64.4K | 46.27 | +73.9% |
| FCX FREEPORT-MCMORAN INC | 3.2M | 0.5% | 53.7K | 76.66 | +85.6% |
| JOE ST JOE Co | 3.1M | 0.5% | 49.9K | 68.89 | +40.1% |
| KF KOREA FUND INC | 3.0M | 0.4% | 67.8K | 64.09 | +137.1% |
| DEC Diversified Energy Co | 2.9M | 0.4% | 167.4K | 14.66 | -6.6% |
| SCHW SCHWAB CHARLES CORP | 2.9M | 0.4% | 30.9K | 112.30 | +17.6% |
| NMM Navios Maritime Partners L.P. | 2.9M | 0.4% | 43.0K | 88.78 | +98.4% |
| unmapped CUSIP 526057302 | 2.9M | 0.4% | 34.4K | — | — |
| VTS Vitesse Energy, Inc. | 2.8M | 0.4% | 154.6K | 17.11 | -31.3% |
| TFLO iShares Treasury Floating Rate Bond ETF | 2.8M | 0.4% | 54.6K | 50.62 | +0.1% |
| CRGY Crescent Energy Co | 2.7M | 0.4% | 201.9K | 14.06 | +51.5% |
| AMGN AMGEN INC | 2.7M | 0.4% | 7.7K | 439.33 | +48.2% |
| DISV Dimensional International Small Cap Value ETF | 2.7M | 0.4% | 68.6K | 44.49 | +28.9% |
| CUBI Customers Bancorp, Inc. | 2.5M | 0.4% | 36.6K | 79.79 | +21.3% |
| BNY Bank of New York Mellon Corp | 2.4M | 0.4% | 20.3K | 158.49 | +56.5% |
| SBLK Star Bulk Carriers Corp. | 2.3M | 0.3% | 98.0K | 30.50 | +64.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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