Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUMBERLAND PARTNERS LTD | 01-31-2024 | 12-31-2023 | 286 | 1,092,713,357 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 101 | $2,955,497 | 21,551 | 0.00 | 0.00 | 3,739 | 20.99 | 12-31-2023 |
| SALESFORCE INC | COM | 102 | $2,914,818 | 11,100 | 0.00 | 0.00 | 2,750 | 32.93 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 103 | $2,809,406 | 8,020 | 0.00 | 0.00 | -3 | -0.04 | 12-31-2023 |
| SOUTHWEST AIRLS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,285 | -4.14 | 12-31-2023 |
