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MRAZ, AMERINE & ASSOCIATES, INC. Information

1120 13TH STREET,, MODESTO, California, 95354, (209) 593-5870

Report Date: 03/31/2019

Position Statistics

Total Positions 172
New Positions 14
Increased Positions 38
Decreased Positions 95
Positions with Activity 133
Sold Out Positions 8
Total Mkt Value (in $ millions) 335

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 7.37%
Basic Materials 1.2%
Industrials 3.41%
Consumer Cyclicals 4%
Consumer Non-Cyclicals 0.78%
Financials 75.13%
Healthcare 2.7%
Technology 4.4%
Telecommunication Services 0.55%
Utilities 0.45%

172 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,109 -288 (0.53) 260,053
WHITE MTNS INS GROUP LTD COM 29,184 -286 (0.97) 28,110
ALLEGHANY CORP DEL COM 25,880 -219 (0.84) 38,059
BERKLEY W R CORP COM 21,102 -143 (0.67) 316,140
MARKEL CORP COM 19,808 2,694 15.74 18,394
LOEWS CORP COM 18,303 473 2.65 335,532
FAIRFAX FINL HLDGS LTD SUB VTG 13,370 206 1.57 27,146
ENSTAR GROUP LIMITED SHS 12,770 689 5.70 75,231
JEFFERIES FINL GROUP INC COM 10,738 349 3.36 580,110
MICROSOFT CORP COM 7,648 -263 (3.32) 57,319
GENERAL AMERN INVS INC COM 3,803 -72 (1.85) 108,405
WESTAMERICA BANCORPORATION COM 3,737 New 62,233
BANK NEW YORK MELLON CORP COM 3,714 -44 (1.18) 85,522
JOHNSON & JOHNSON COM 3,264 -238 (6.79) 22,631
RPC INC COM 3,016 37 1.26 424,210
NOW INC COM 2,873 -28 (0.98) 205,523
BERKSHIRE HATHAWAY INC DEL CL A 2,502 New 8
ABBOTT LABS COM 2,462 -114 (4.41) 29,221
BROADRIDGE FINL SOLUTIONS INC COM 2,440 -5 (0.21) 19,050
MOHAWK INDS INC COM 2,404 -93 (3.71) 16,885