Mraz, Amerine & Associates, Inc.
CIK: 0001542324SEC EDGAR →
Portfolio Value
$673.0M
Holdings
192
As of
Q4 2025
New Positions
5
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 161,376 | $81.1M | 12.05% |
| 2 | FAIRFAX FINL HLDGS LTD SUB VTG | 29,116 | $55.5M | 8.25% |
| 3 | WHITE MTNS INS GROUP LTD | 22,629 | $47.0M | 6.99% |
| 4 | BERKLEY W R CORP | 633,285 | $44.4M | 6.60% |
| 5 | MARKEL GROUP INC | 18,938 | $40.7M | 6.05% |
| 6 | WISDOMTREE TR | 718,735 | $36.2M | 5.37% |
| 7 | JEFFERIES FINL GROUP INC | 578,763 | $35.9M | 5.33% |
| 8 | LOEWS CORP | 254,577 | $26.8M | 3.98% |
| 9 | BROOKFIELD CORP | 401,542 | $18.4M | 2.74% |
| 10 | AMERICAN CENTY ETF TR | 168,418 | $17.2M | 2.55% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $359.7M | 53.5% |
| Unknown | 15 | $153.4M | 22.8% |
| Energy | 42 | $74.5M | 11.1% |
| Technology | 14 | $22.9M | 3.4% |
| Industrials | 17 | $14.8M | 2.2% |
| Healthcare | 8 | $11.6M | 1.7% |
| Basic Materials | 12 | $8.7M | 1.3% |
| Communication Services | 8 | $7.9M | 1.2% |
| Consumer Defensive | 7 | $7.6M | 1.1% |
| Consumer Cyclical | 5 | $7.5M | 1.1% |
| Real Estate | 3 | $3.3M | 0.5% |
| Utilities | 2 | $967K | 0.1% |