Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGENCY CAPITAL MANAGEMENT INC\DE | 01-23-2024 | 12-31-2023 | 51 | 148,746,567 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHOLESALE CORP | Stock | 1 | $12,605,548 | 19,097 | 0.01 | 0.01 | 494 | 2.66 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC 'B | Stock | 2 | $10,868,857 | 30,474 | 0.01 | 0.01 | 1,789 | 6.24 | 12-31-2023 |
| MARKEL CORP | Stock | 3 | $8,107,629 | 5,710 | 0.01 | 0.00 | 2,572 | 81.96 | 12-31-2023 |
| CRH PLC | Stock | 4 | $7,844,680 | 113,428 | 0.01 | 113,428 | +Inf | 12-31-2023 |
