Pecaut & Co.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$308.0M
Q ending 2026-03-31
Prior quarter
$310.0M
Q ending 2025-12-31
Change
-0.6% QoQ · +4.8% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $27.4M | 57K |
| Spdr Series Trust | BILS | Shares | $25.5M | 256K |
| Vanguard Scottsdale Fds | VCSH | Shares | $24.6M | 310K |
| Ishares Tr | SGOV | Shares | $16.2M | 161K |
| Ishares Inc | EMXC | Shares | $16.1M | 204K |
| Alphabet Inc | GOOG | Shares | $15.6M | 54K |
| Spdr Series Trust | SPYG | Shares | $15.3M | 156K |
| Spdr Index Shs Fds | SPDW | Shares | $13.5M | 296K |
| Vanguard Specialized Funds | VIG | Shares | $12.3M | 57K |
| Spdr Series Trust | SPYV | Shares | $10.0M | 177K |
| Texas Pacific Land Corporati | TPL | Shares | $9.8M | 21K |
| Apple Inc | AAPL | Shares | $9.2M | 36K |
| First Tr Exchange-Traded Fd | GRID | Shares | $8.2M | 50K |
| Listed Fds Tr | INFL | Shares | $7.8M | 149K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $7.2M | 10 |
| Costco Wholesale Corporation | COST | Shares | $7.1M | 7K |
| Spdr Series Trust | SPMD | Shares | $6.3M | 106K |
| First Tr Exchange Traded Fd | AIRR | Shares | $6.1M | 55K |
| Autonation Inc | AN | Shares | $5.0M | 25K |
| Lowes Cos Inc | LOW | Shares | $4.7M | 20K |
| Knife River Corp | KNF | Shares | $4.1M | 51K |
| Spdr Series Trust | BIL | Shares | $3.3M | 36K |
| Spdr Series Trust | SPSM | Shares | $3.2M | 67K |
| Microsoft Corp | MSFT | Shares | $3.1M | 8K |
| Intercontinental Exchange In | ICE | Shares | $2.7M | 17K |
| White Mtns Ins Group Ltd | Shares | $2.6M | 1K | |
| Waterbridge Infrastructure L | WBI | Shares | $2.3M | 88K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.2M | 44K |
| Builders Firstsource Inc | BLDR | Shares | $2.2M | 27K |
| World Gold Tr | GLDM | Shares | $2.1M | 22K |
| Vanguard Index Fds | VUG | Shares | $2.0M | 5K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.9M | 30K |
| Caseys Gen Stores Inc | CASY | Shares | $1.9M | 3K |
| Starbucks Corp | SBUX | Shares | $1.9M | 21K |
| Bwx Technologies Inc | BWXT | Shares | $1.7M | 8K |
| American Express Co | AXP | Shares | $1.5M | 5K |
| Walmart Inc | WMT | Shares | $1.5M | 12K |
| Wheaton Precious Metals Corp | WPM | Shares | $1.5M | 12K |
| Nvidia Corporation | NVDA | Shares | $1.3M | 7K |
| Vanguard Index Fds | VTV | Shares | $1.3M | 6K |
| Landbridge Company Llc | LB | Shares | $1.1M | 16K |
| Mesabi Tr | MSB | Shares | $1.1M | 34K |
| Union Pac Corp | UNP | Shares | $1.1M | 4K |
| United Rentals Inc | URI | Shares | $1.0M | 1K |
| Natural Resource Partners Lp | NRP | Shares | $977K | 8K |
| Liberty Media Corp Del | FWONA | Shares | $949K | 12K |
| Vanguard Index Fds | VB | Shares | $876K | 3K |
| Vanguard Index Fds | VO | Shares | $873K | 3K |
| Vanguard World Fd | ESGV | Shares | $825K | 7K |
| Tidewater Inc New | TDW | Shares | $794K | 10K |
| Floor & Decor Hldgs Inc | FND | Shares | $721K | 14K |
| Source Capital | XSORX | Shares | $623K | 13K |
| Hawaiian Elec Inds Inc Mtn B | HE | Shares | $594K | 40K |
| Nike Inc | NKE | Shares | $544K | 10K |
| Lsb Inds Inc | LXU | Shares | $544K | 37K |
| Johnson & Johnson | JNJ | Shares | $526K | 2K |
| Ishares Tr | ESGD | Shares | $422K | 4K |
| Sprott Asset Management Lp | PHYS | Shares | $308K | 9K |
| Renn Fd Inc | RCG | Shares | $305K | 93K |
| Or Royalties Inc. | OR | Shares | $304K | 8K |
| Canadian Natl Ry Co | CNI | Shares | $276K | 3K |
| Ishares Tr | ESGU | Shares | $269K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $253K | 389 |
| Ishares Tr | IWD | Shares | $247K | 1K |
| Ishares Tr | IWF | Shares | $244K | 573 |
| Triple Flag Precious Metal | TFPM | Shares | $243K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.