Pecaut & Co.

13F filer · CIK 0001597200

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$328MU.S. long equity reported on 13F

Positions420 new · 1 closed

Net flow last quarter-$3.2MBuys minus sells

Top 10 positions weight35.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202642 positions
BRK.BBerkshire Hathaway Inc	$29.3M	8.92%	Not reported	+2.4%	Q4 2013
EMXCEmax Holdings Corp	$20.7M	6.30%	Not reported	-1.0%	Q4 2021
GOOGAlphabet Inc.	$18.7M	5.70%	Not reported	-2.4%	Q4 2015
AAPLApple Inc.	$10.3M	3.14%	0.00%	-2.0%	Q4 2013
TPLTexas Pacific Land Corp	$9M	2.74%	0.03%	-0.2%	Q2 2016
SPMDSupermedia Inc.	$7.12M	2.17%	Not reported	-0.5%	Q2 2021
COSTCostco Wholesale Corp	$6.62M	2.02%	0.00%	-0.7%	Q4 2013
BRK.ABerkshire Hathaway Inc	$5.99M	1.83%	Not reported	-20.0%	Q4 2013
ANAutonation, Inc.	$4.38M	1.33%	0.07%	-7.3%	Q3 2022
KNFKnife River Corp	$4.19M	1.28%	0.09%	-1.3%	Q2 2023
LOWLowes Companies Inc	$4.09M	1.25%	0.00%	-5.8%	Q1 2020
MSFTMicrosoft Corp	$3.1M	0.94%	0.00%	-0.4%	Q2 2020
WBIWaterBridge Infrastructure LLC	$2.98M	0.91%	Not reported	-0.6%	Q3 2025
BLDRBuilders FirstSource, Inc.	$2.4M	0.73%	0.03%	Not reported	Q1 2019
WTMWhite Mountains Insurance Group Ltd	$2.37M	0.72%	0.05%	-2.6%	Q1 2017
SBUXStarbucks Corp	$2.12M	0.64%	0.00%	Not reported	Q1 2026
CASYCaseys General Stores Inc	$2.07M	0.63%	0.01%	Not reported	Q2 2017
ICEIntercontinental Exchange, Inc.	$2.02M	0.62%	0.00%	-4.9%	Q2 2020
GLDMWorld Gold Trust	$1.77M	0.54%	0.01%	+0.1%	Q2 2021
AXPAmerican Express Co	$1.7M	0.52%	0.00%	-0.5%	Q4 2013
URIUnited Rentals, Inc.	$1.59M	0.48%	0.00%	Not reported	Q2 2022
BWXTBWX Technologies, Inc.	$1.54M	0.47%	0.01%	-2.5%	Q4 2023
NVDANvidia Corp	$1.48M	0.45%	0.00%	-0.2%	Q2 2020
WMTWalmart Inc.	$1.37M	0.42%	0.00%	-0.8%	Q4 2013
WPMWheaton Precious Metals Corp.	$1.3M	0.40%	0.00%	Not reported	Q1 2021
LBLandBridge Co LLC	$1.26M	0.38%	0.07%	0.0%	Q3 2024
UNPUnion Pacific Corp	$1.13M	0.34%	0.00%	-5.5%	Q3 2015
FWONALiberty Media Corp	$1.06M	0.32%	Not reported	Not reported	Q3 2023
MSBMesabi Trust	$859K	0.26%	0.26%	Not reported	Q1 2021
FNDFloor & Decor Holdings, Inc.	$813K	0.25%	0.01%	-3.5%	Q2 2022
NRPNatural Resource Partners LP	$783K	0.24%	0.06%	Not reported	Q4 2024
TDWTidewater Inc	$633K	0.19%	0.02%	Not reported	Q4 2017
SORSource Capital	$625K	0.19%	Not reported	+1.1%	Q1 2016
HEHawaiian Electric Industries Inc	$559K	0.17%	0.02%	+3.3%	Q2 2025
JNJJohnson & Johnson	$541K	0.16%	0.00%	-0.9%	Q4 2013
LXULSB Industries, Inc.	$395K	0.12%	0.05%	Not reported	Q3 2024
CNICanadian National Railway Co	$320K	0.10%	0.00%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$291K	0.09%	Not reported	+0.3%	Q2 2022
RCGRENN Fund, Inc.	$278K	0.08%	Not reported	Not reported	Q4 2017
PHYSSprott Physical Gold Trust	$262K	0.08%	0.00%	Not reported	Q3 2020
OROR Royalties Inc.	$253K	0.08%	0.00%	Not reported	Q1 2026
TFPMTriple Flag Precious Metals Corp.	$210K	0.06%	0.00%	Not reported	Q3 2025
Q1 2026Reported May 11, 202643 positions
BRK.BBerkshire Hathaway Inc	$27.4M	8.88%	Not reported	-2.0%	Q4 2013
EMXCEmax Holdings Corp	$16.1M	5.21%	Not reported	+28.9%	Q4 2021
GOOGAlphabet Inc.	$15.6M	5.05%	Not reported	-10.3%	Q4 2015
TPLTexas Pacific Land Corp	$9.78M	3.18%	0.03%	Not reported	Q2 2016
AAPLApple Inc.	$9.22M	2.99%	0.00%	-3.4%	Q4 2013
BRK.ABerkshire Hathaway Inc	$7.18M	2.33%	Not reported	Not reported	Q4 2013
COSTCostco Wholesale Corp	$7.1M	2.31%	0.00%	+1.3%	Q4 2013
SPMDSupermedia Inc.	$6.28M	2.04%	Not reported	-3.6%	Q2 2021
ANAutonation, Inc.	$4.96M	1.61%	0.08%	Not reported	Q3 2022
LOWLowes Companies Inc	$4.66M	1.51%	0.00%	-2.1%	Q1 2020
KNFKnife River Corp	$4.15M	1.35%	0.09%	Not reported	Q2 2023
MSFTMicrosoft Corp	$3.09M	1.00%	0.00%	-22.1%	Q2 2020
ICEIntercontinental Exchange, Inc.	$2.72M	0.88%	0.00%	-0.1%	Q2 2020
WTMWhite Mountains Insurance Group Ltd	$2.57M	0.84%	0.05%	+0.4%	Q1 2017
WBIWaterBridge Infrastructure LLC	$2.34M	0.76%	Not reported	+31.6%	Q3 2025
BLDRBuilders FirstSource, Inc.	$2.21M	0.72%	0.03%	+37.5%	Q1 2019
GLDMWorld Gold Trust	$2.06M	0.67%	0.01%	+4.1%	Q2 2021
CASYCaseys General Stores Inc	$1.89M	0.61%	0.01%	-1.0%	Q2 2017
SBUXStarbucks Corp	$1.85M	0.60%	0.00%	New	Q1 2026
BWXTBWX Technologies, Inc.	$1.66M	0.54%	0.01%	Not reported	Q4 2023
AXPAmerican Express Co	$1.52M	0.50%	0.00%	-0.2%	Q4 2013
WMTWalmart Inc.	$1.52M	0.49%	0.00%	+0.5%	Q4 2013
WPMWheaton Precious Metals Corp.	$1.51M	0.49%	0.00%	Not reported	Q1 2021
NVDANvidia Corp	$1.29M	0.42%	0.00%	-17.7%	Q2 2020
LBLandBridge Co LLC	$1.1M	0.36%	0.07%	-0.6%	Q3 2024
MSBMesabi Trust	$1.07M	0.35%	0.26%	Not reported	Q1 2021
UNPUnion Pacific Corp	$1.06M	0.35%	0.00%	0.0%	Q3 2015
URIUnited Rentals, Inc.	$1.02M	0.33%	0.00%	Not reported	Q2 2022
NRPNatural Resource Partners LP	$977K	0.32%	0.06%	+3.5%	Q4 2024
FWONALiberty Media Corp	$949K	0.31%	Not reported	+0.4%	Q3 2023
TDWTidewater Inc	$794K	0.26%	0.02%	-24.0%	Q4 2017
FNDFloor & Decor Holdings, Inc.	$721K	0.23%	0.01%	Not reported	Q2 2022
SORSource Capital	$623K	0.20%	Not reported	+1.1%	Q1 2016
HEHawaiian Electric Industries Inc	$594K	0.19%	0.02%	Not reported	Q2 2025
NKENIKE, Inc.	$544K	0.18%	0.00%	Not reported	Q3 2024
LXULSB Industries, Inc.	$544K	0.18%	0.05%	-5.2%	Q3 2024
JNJJohnson & Johnson	$526K	0.17%	0.00%	-3.2%	Q4 2013
PHYSSprott Physical Gold Trust	$308K	0.10%	0.00%	Not reported	Q3 2020
RCGRENN Fund, Inc.	$305K	0.10%	Not reported	+8.2%	Q4 2017
OROR Royalties Inc.	$304K	0.10%	0.00%	New	Q1 2026
CNICanadian National Railway Co	$276K	0.09%	0.00%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$253K	0.08%	Not reported	-0.3%	Q2 2022
TFPMTriple Flag Precious Metals Corp.	$243K	0.08%	0.00%	Not reported	Q3 2025
Q4 2025Reported Feb 10, 202644 positions
BRK.BBerkshire Hathaway Inc	$29.3M	9.45%	Not reported	-5.5%	Q4 2013
GOOGAlphabet Inc.	$19M	6.12%	Not reported	-3.3%	Q4 2015
EMXCEmax Holdings Corp	$11.5M	3.71%	Not reported	+6.6%	Q4 2021
AAPLApple Inc.	$10.2M	3.30%	0.00%	+3.6%	Q4 2013
BRK.ABerkshire Hathaway Inc	$7.55M	2.44%	Not reported	-16.7%	Q4 2013
SPMDSupermedia Inc.	$6.37M	2.05%	Not reported	-0.9%	Q2 2021
COSTCostco Wholesale Corp	$6.07M	1.96%	0.00%	-0.7%	Q4 2013
TPLTexas Pacific Land Corp	$5.92M	1.91%	0.03%	0.0%	Q2 2016
ANAutonation, Inc.	$5.25M	1.69%	0.07%	-0.2%	Q3 2022
MSFTMicrosoft Corp	$5.17M	1.67%	0.00%	+9.8%	Q2 2020
LOWLowes Companies Inc	$4.86M	1.57%	0.00%	+1.3%	Q1 2020
KNFKnife River Corp	$3.57M	1.15%	0.09%	-4.7%	Q2 2023
ICEIntercontinental Exchange, Inc.	$2.8M	0.90%	0.00%	-6.5%	Q2 2020
WTMWhite Mountains Insurance Group Ltd	$2.43M	0.78%	0.05%	Not reported	Q1 2017
BLDRBuilders FirstSource, Inc.	$2.01M	0.65%	0.02%	-1.5%	Q1 2019
AXPAmerican Express Co	$1.87M	0.60%	0.00%	Not reported	Q4 2013
GLDMWorld Gold Trust	$1.83M	0.59%	0.01%	+2.0%	Q2 2021
NVDANvidia Corp	$1.68M	0.54%	0.00%	-55.2%	Q2 2020
CASYCaseys General Stores Inc	$1.45M	0.47%	0.01%	+12.9%	Q2 2017
BWXTBWX Technologies, Inc.	$1.41M	0.45%	0.01%	Not reported	Q4 2023
WPMWheaton Precious Metals Corp.	$1.36M	0.44%	0.00%	Not reported	Q1 2021
WMTWalmart Inc.	$1.36M	0.44%	0.00%	-3.6%	Q4 2013
WBIWaterBridge Infrastructure LLC	$1.33M	0.43%	Not reported	Not reported	Q3 2025
MSBMesabi Trust	$1.31M	0.42%	0.26%	Not reported	Q1 2021
URIUnited Rentals, Inc.	$1.14M	0.37%	0.00%	Not reported	Q2 2022
FWONALiberty Media Corp	$1.08M	0.35%	Not reported	Not reported	Q3 2023
UNPUnion Pacific Corp	$1.01M	0.33%	0.00%	-1.9%	Q3 2015
FNDFloor & Decor Holdings, Inc.	$865K	0.28%	0.01%	-38.0%	Q2 2022
NRPNatural Resource Partners LP	$814K	0.26%	0.06%	Not reported	Q4 2024
LBLandBridge Co LLC	$783K	0.25%	0.07%	0.0%	Q3 2024
NKENIKE, Inc.	$656K	0.21%	0.00%	-2.8%	Q3 2024
TDWTidewater Inc	$631K	0.20%	0.03%	Not reported	Q4 2017
SORSource Capital	$609K	0.20%	Not reported	+1.1%	Q1 2016
HEHawaiian Electric Industries Inc	$492K	0.16%	0.02%	Not reported	Q2 2025
JNJJohnson & Johnson	$460K	0.15%	0.00%	-0.8%	Q4 2013
LXULSB Industries, Inc.	$327K	0.11%	0.05%	Not reported	Q3 2024
PHYSSprott Physical Gold Trust	$287K	0.09%	0.00%	Not reported	Q3 2020
CINFCincinnati Financial Corp	$270K	0.09%	0.00%	Not reported	Q1 2024
SPYSPDR S&P 500 ETF Trust	$266K	0.09%	Not reported	-8.2%	Q2 2022
CNICanadian National Railway Co	$265K	0.09%	0.00%	Not reported	Q4 2013
TFPMTriple Flag Precious Metals Corp.	$233K	0.08%	0.00%	Not reported	Q3 2025
RCGRENN Fund, Inc.	$221K	0.07%	Not reported	0.0%	Q4 2017
RLIRli Corp	$205K	0.07%	0.00%	-19.5%	Q4 2021
SJTSan Juan Basin Royalty Trust	$169K	0.05%	Not reported	Not reported	Q4 2024
Q3 2025Reported Nov 3, 202553 positions
BRK.BBerkshire Hathaway Inc	$31M	9.96%	Not reported	-0.6%	Q4 2013
GOOGAlphabet Inc.	$15.2M	4.89%	Not reported	-2.3%	Q4 2015
EMXCEmax Holdings Corp	$10M	3.22%	Not reported	+6.8%	Q4 2021
AAPLApple Inc.	$9.24M	2.97%	0.00%	-4.7%	Q4 2013
BRK.ABerkshire Hathaway Inc	$9.05M	2.91%	Not reported	Not reported	Q4 2013
COSTCostco Wholesale Corp	$6.56M	2.11%	0.00%	-4.6%	Q4 2013
TPLTexas Pacific Land Corp	$6.41M	2.06%	0.03%	-50.1%	Q2 2016
SPMDSupermedia Inc.	$6.35M	2.04%	Not reported	-27.1%	Q2 2021
ANAutonation, Inc.	$5.57M	1.79%	0.07%	-2.7%	Q3 2022
MSFTMicrosoft Corp	$5.05M	1.62%	0.00%	0.0%	Q2 2020
LOWLowes Companies Inc	$5M	1.61%	0.00%	-0.5%	Q1 2020
KNFKnife River Corp	$4.1M	1.32%	0.09%	+0.8%	Q2 2023
NVDANvidia Corp	$3.75M	1.20%	0.00%	-1.5%	Q2 2020
ICEIntercontinental Exchange, Inc.	$3.12M	1.00%	0.00%	-1.6%	Q2 2020
BLDRBuilders FirstSource, Inc.	$2.4M	0.77%	0.02%	-5.3%	Q1 2019
ORCLOracle Corp	$2.07M	0.67%	0.00%	-11.3%	Q1 2024
WTMWhite Mountains Insurance Group Ltd	$1.95M	0.63%	0.05%	Not reported	Q1 2017
FNDFloor & Decor Holdings, Inc.	$1.69M	0.54%	0.02%	Not reported	Q2 2022
AXPAmerican Express Co	$1.68M	0.54%	0.00%	-1.4%	Q4 2013
WBIWaterBridge Infrastructure LLC	$1.68M	0.54%	Not reported	New	Q3 2025
GLDMWorld Gold Trust	$1.6M	0.51%	0.01%	+5.1%	Q2 2021
BWXTBWX Technologies, Inc.	$1.5M	0.48%	0.01%	-15.6%	Q4 2023
URIUnited Rentals, Inc.	$1.34M	0.43%	0.00%	-15.1%	Q2 2022
CASYCaseys General Stores Inc	$1.31M	0.42%	0.01%	+63.2%	Q2 2017
WMTWalmart Inc.	$1.3M	0.42%	0.00%	0.0%	Q4 2013
WPMWheaton Precious Metals Corp.	$1.29M	0.41%	0.00%	Not reported	Q1 2021
FWONALiberty Media Corp	$1.15M	0.37%	Not reported	Not reported	Q3 2023
UNPUnion Pacific Corp	$1.06M	0.34%	0.00%	-9.2%	Q3 2015
PVHPVH Corp.	$1.06M	0.34%	0.03%	Not reported	Q2 2025
MSBMesabi Trust	$981K	0.32%	0.26%	+0.1%	Q1 2021
LBLandBridge Co LLC	$853K	0.27%	0.07%	Not reported	Q3 2024
NRPNatural Resource Partners LP	$819K	0.26%	0.06%	Not reported	Q4 2024
NKENIKE, Inc.	$739K	0.24%	0.00%	-18.5%	Q3 2024
TDWTidewater Inc	$667K	0.21%	0.03%	-10.7%	Q4 2017
SORSource Capital	$593K	0.19%	Not reported	-10.9%	Q1 2016
KMXCarmax Inc	$586K	0.19%	0.01%	Not reported	Q4 2013
HEHawaiian Electric Industries Inc	$442K	0.14%	0.02%	Not reported	Q2 2025
JNJJohnson & Johnson	$415K	0.13%	0.00%	-10.0%	Q4 2013
TSLATesla, Inc.	$369K	0.12%	0.00%	+0.5%	Q1 2021
LXULSB Industries, Inc.	$303K	0.10%	0.05%	-11.5%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$283K	0.09%	Not reported	Not reported	Q2 2022
OXYOccidental Petroleum Corp	$268K	0.09%	0.00%	Not reported	Q3 2019
CINFCincinnati Financial Corp	$261K	0.08%	0.00%	Not reported	Q1 2024
RLIRli Corp	$260K	0.08%	0.00%	0.0%	Q4 2021
PHYSSprott Physical Gold Trust	$258K	0.08%	0.00%	Not reported	Q3 2020
CNICanadian National Railway Co	$253K	0.08%	0.00%	-5.8%	Q4 2013
BOCBOSTON OMAHA Corp	$228K	0.07%	0.06%	-16.8%	Q4 2023
SLBSLB Limited	$223K	0.07%	0.00%	Not reported	Q1 2019
PGRProgressive Corp	$222K	0.07%	0.00%	Not reported	Q1 2024
RCGRENN Fund, Inc.	$219K	0.07%	Not reported	Not reported	Q4 2017

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