13F HOLDINGS REPORT (Amended)
Mraz, Amerine & Associates, Inc.
Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001214659-25-010852
Total Value
$425.6M
Positions
182
Other Managers
0
Confidential Omitted
No
Holdings (182)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 185,187 | $63.1M | 14.84% |
| 2 | WHITE MTNS INS GROUP LTD | G9618E107 | 22,398 | $31.1M | 7.31% |
| 3 | BERKLEY W R CORP | WRB-PH | 416,030 | $24.8M | 5.82% |
| 4 | MARKEL GROUP INC | MKL | 17,448 | $24.1M | 5.67% |
| 5 | FAIRFAX FINL HLDGS LTD SUB VTG | FRFFF | 31,523 | $23.6M | 5.55% |
| 6 | ENSTAR GROUP LIMITED | G3075P101 | 92,447 | $22.6M | 5.31% |
| 7 | JEFFERIES FINL GROUP INC | 47233W109 | 572,051 | $19.0M | 4.46% |
| 8 | LOEWS CORP | L | 271,704 | $16.1M | 3.79% |
| 9 | AMERICAN CENTY ETF TR | 025072877 | 145,491 | $11.3M | 2.65% |
| 10 | MICROSOFT CORP | MSFT | 19,883 | $6.8M | 1.59% |
| 11 | CREDIT ACCEP CORP MICH | 225310101 | 12,597 | $6.4M | 1.50% |
| 12 | AMERICAN CENTY ETF TR | 025072802 | 104,965 | $6.0M | 1.42% |
| 13 | CANADIAN NAT RES LTD | 136385101 | 82,218 | $4.6M | 1.09% |
| 14 | VANGUARD MALVERN FDS | 922020805 | 96,709 | $4.6M | 1.08% |
| 15 | OCCIDENTAL PETE CORP | 674599105 | 77,675 | $4.6M | 1.07% |
| 16 | U HAUL HOLDING COMPANY | UHAL-B | 78,204 | $4.0M | 0.93% |
| 17 | ROYCE MICRO-CAP TR INC | RMT | 435,667 | $3.8M | 0.90% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7 | $3.6M | 0.85% |
| 19 | LENNAR CORP | LEN-B | 30,367 | $3.4M | 0.81% |
| 20 | COTERRA ENERGY INC | CTRA | 120,653 | $3.1M | 0.72% |
| 21 | JOHNSON & JOHNSON | JNJ | 18,034 | $3.0M | 0.70% |
| 22 | NVR INC | NVR | 444 | $2.8M | 0.66% |
| 23 | APPLE INC | AAPL | 14,482 | $2.8M | 0.66% |
| 24 | AMBEV SA | ABEV | 857,063 | $2.7M | 0.64% |
| 25 | SCHLUMBERGER LTD | SLB | 54,719 | $2.7M | 0.63% |
| 26 | SCHWAB CHARLES CORP | SCHW-PJ | 46,921 | $2.7M | 0.62% |
| 27 | ANTERO RESOURCES CORP | AR | 113,637 | $2.6M | 0.61% |
| 28 | VANGUARD INDEX FDS | 922908744 | 18,095 | $2.6M | 0.60% |
| 29 | VITESSE ENERGY INC | VTS | 113,168 | $2.5M | 0.60% |
| 30 | DIMENSIONAL ETF TRUST | 25434V807 | 74,102 | $2.4M | 0.57% |
| 31 | RPC INC | RES | 330,228 | $2.4M | 0.55% |
| 32 | CLEVELAND-CLIFFS INC NEW | CLF | 140,701 | $2.4M | 0.55% |
| 33 | GRAHAM HLDGS CO | GHM | 3,846 | $2.2M | 0.52% |
| 34 | TIDEWATER INC NEW | TDGMW | 39,356 | $2.2M | 0.51% |
| 35 | BLACK STONE MINERALS L P | BSMLP | 134,219 | $2.1M | 0.50% |
| 36 | FREEPORT-MCMORAN INC | FCX | 52,440 | $2.1M | 0.49% |
| 37 | WARNER BROS DISCOVERY INC | WBD | 166,018 | $2.1M | 0.49% |
| 38 | DIMENSIONAL ETF TRUST | 25434V203 | 75,094 | $2.1M | 0.48% |
| 39 | CROSS TIMBERS RTY TR | 22757R109 | 91,360 | $2.0M | 0.47% |
| 40 | SABINE RTY TR | 785688102 | 29,062 | $1.9M | 0.45% |
| 41 | GENERAL AMERN INVS CO INC | 368802104 | 45,279 | $1.9M | 0.44% |
| 42 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 11,362 | $1.9M | 0.44% |
| 43 | CONOCOPHILLIPS | COP | 17,314 | $1.8M | 0.42% |
| 44 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 1,363 | $1.7M | 0.41% |
| 45 | VANGUARD WHITEHALL FDS | 921946406 | 16,116 | $1.7M | 0.40% |
| 46 | DIMENSIONAL ETF TRUST | 25434V781 | 70,030 | $1.7M | 0.39% |
| 47 | CHEVRON CORP NEW | CVX | 10,338 | $1.6M | 0.38% |
| 48 | SAN JUAN BASIN RTY TR | 798241105 | 219,339 | $1.6M | 0.38% |
| 49 | EURONAV NV | CMBT | 105,881 | $1.6M | 0.38% |
| 50 | DORCHESTER MINERALS LP | DMLP | 53,343 | $1.6M | 0.38% |
| 51 | CORE LABORATORIES INC | CLB | 67,456 | $1.6M | 0.37% |
| 52 | VANGUARD WHITEHALL FDS | 921946810 | 20,537 | $1.5M | 0.36% |
| 53 | BANK NEW YORK MELLON CORP | 064058100 | 33,677 | $1.5M | 0.35% |
| 54 | BROOKFIELD CORP | 11271J107 | 43,626 | $1.5M | 0.34% |
| 55 | ALPHA METALLURGICAL RESOUR I | 020764106 | 8,683 | $1.4M | 0.34% |
| 56 | CRESCENT ENERGY COMPANY | CRGY | 136,564 | $1.4M | 0.33% |
| 57 | TEXAS PACIFIC LAND CORPORATI | TPL | 1,065 | $1.4M | 0.33% |
| 58 | VANECK ETF TRUST | 92189H607 | 4,846 | $1.4M | 0.33% |
| 59 | ST JOE CO | JOE | 28,618 | $1.4M | 0.33% |
| 60 | DIMENSIONAL ETF TRUST | 25434V765 | 56,338 | $1.4M | 0.32% |
| 61 | CUSTOMERS BANCORP INC | CUBB | 45,141 | $1.4M | 0.32% |
| 62 | CTO RLTY GROWTH INC NEW | 22948Q101 | 78,600 | $1.3M | 0.32% |
| 63 | EMERSON ELEC CO | EMR | 14,576 | $1.3M | 0.31% |
| 64 | AMERICAN CENTY ETF TR | 025072604 | 24,368 | $1.3M | 0.31% |
| 65 | GENCO SHIPPING & TRADING LTD | GNK | 88,534 | $1.2M | 0.29% |
| 66 | AMGEN INC | AMGN | 5,592 | $1.2M | 0.29% |
| 67 | DIMENSIONAL ETF TRUST | 25434V708 | 43,752 | $1.2M | 0.28% |
| 68 | AIR PRODS & CHEMS INC | AIIR | 3,794 | $1.1M | 0.27% |
| 69 | AMERICAN EXPRESS CO | AXP | 6,359 | $1.1M | 0.26% |
| 70 | DIAMOND OFFSHORE DRILLING IN | 25271C201 | 77,252 | $1.1M | 0.26% |
| 71 | VALARIS LIMITED | VAL-WT | 17,140 | $1.1M | 0.25% |
| 72 | CALIFORNIA RES CORP | CRC | 23,351 | $1.1M | 0.25% |
| 73 | ABBOTT LABS | ABLZF | 9,676 | $1.1M | 0.25% |
| 74 | CAPITAL SOUTHWEST CORP | CSWC | 51,003 | $1.0M | 0.24% |
| 75 | NUTRIEN LTD | NTR | 16,644 | $982,828 | 0.23% |
| 76 | KRANESHARES TR | 500767736 | 47,230 | $971,993 | 0.23% |
| 77 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,610 | $911,261 | 0.21% |
| 78 | VANGUARD SCOTTSDALE FDS | 92206C714 | 12,962 | $897,093 | 0.21% |
| 79 | ROYCE VALUE TR INC | RVT | 64,838 | $894,763 | 0.21% |
| 80 | LIBERTY MEDIA CORP DEL | FWONB | 11,801 | $888,379 | 0.21% |
| 81 | DUPONT DE NEMOURS INC | DD | 12,181 | $870,187 | 0.20% |
| 82 | AMERICAN CENTY ETF TR | 025072372 | 19,046 | $831,348 | 0.20% |
| 83 | LUMEN TECHNOLOGIES INC | LUMN | 350,291 | $791,658 | 0.19% |
| 84 | ISHARES TR | 464288851 | 8,920 | $757,578 | 0.18% |
| 85 | ISHARES GOLD TR | IAU | 20,767 | $755,711 | 0.18% |
| 86 | CNA FINL CORP | 126117100 | 19,314 | $745,907 | 0.18% |
| 87 | HELMERICH & PAYNE INC | HP | 20,938 | $742,265 | 0.17% |
| 88 | DEVON ENERGY CORP NEW | 25179M103 | 15,340 | $741,548 | 0.17% |
| 89 | CORTEVA INC | CTVA | 12,647 | $724,684 | 0.17% |
| 90 | ASSURED GUARANTY LTD | AGO | 12,880 | $718,704 | 0.17% |
| 91 | NAVIOS MARITIME PARTNERS L P | NMM | 32,677 | $713,997 | 0.17% |
| 92 | WEST FRASER TIMBER CO LTD | WFG | 7,871 | $676,749 | 0.16% |
| 93 | CVS HEALTH CORP | CVS | 9,621 | $665,100 | 0.16% |
| 94 | SPROTT PHYSICAL SILVER TR | SII | 84,725 | $660,008 | 0.16% |
| 95 | DOW INC | DOW | 12,301 | $655,163 | 0.15% |
| 96 | NOVARTIS AG | NVSEF | 6,431 | $648,952 | 0.15% |
| 97 | SOURCE CAP INC | SOR | 16,640 | $637,654 | 0.15% |
| 98 | SUNCOR ENERGY INC NEW | SU | 21,174 | $620,822 | 0.15% |
| 99 | EBAY INC. | EBAY | 13,713 | $612,834 | 0.14% |
| 100 | BURFORD CAP LTD | BUR | 48,389 | $589,378 | 0.14% |
| 101 | SOUTHWESTERN ENERGY CO | 845467109 | 97,152 | $583,884 | 0.14% |
| 102 | APPLIED MATLS INC | 038222105 | 3,776 | $545,783 | 0.13% |
| 103 | COSTCO WHSL CORP NEW | 22160K105 | 986 | $530,843 | 0.12% |
| 104 | WELLS FARGO CO NEW | 949746101 | 12,309 | $525,348 | 0.12% |
| 105 | EQT CORP | EQT | 11,902 | $489,512 | 0.12% |
| 106 | WEYERHAEUSER CO MTN BE | WY | 14,481 | $485,258 | 0.11% |
| 107 | SOUTHERN CO | SOMN | 6,890 | $484,023 | 0.11% |
| 108 | MACERICH CO | MAC | 42,712 | $481,367 | 0.11% |
| 109 | IMPERIAL OIL LTD | IMO | 9,180 | $469,955 | 0.11% |
| 110 | LIBERTY GLOBAL PLC | LBTYK | 26,246 | $466,391 | 0.11% |
| 111 | WILLIAMS COS INC | 969457100 | 14,156 | $461,910 | 0.11% |
| 112 | LIBERTY BROADBAND CORP | LBRDP | 5,647 | $452,381 | 0.11% |
| 113 | GENERAL DYNAMICS CORP | GD | 2,015 | $433,527 | 0.10% |
| 114 | LOCKHEED MARTIN CORP | LMT | 934 | $429,995 | 0.10% |
| 115 | OFG BANCORP | OFG | 16,400 | $427,712 | 0.10% |
| 116 | US BANCORP DEL | USB-PS | 12,808 | $423,176 | 0.10% |
| 117 | BLUEPRINT MEDICINES CORP | 09627Y109 | 6,571 | $415,287 | 0.10% |
| 118 | ORION S.A. | OEC | 19,180 | $407,000 | 0.10% |
| 119 | INTERNATIONAL SEAWAYS INC | INSW | 10,508 | $401,826 | 0.09% |
| 120 | AMBAC FINL GROUP INC | OSG | 27,030 | $384,907 | 0.09% |
| 121 | U HAUL HOLDING COMPANY | UHAL-B | 6,771 | $374,572 | 0.09% |
| 122 | COMCAST CORP NEW | CCZ | 8,511 | $353,632 | 0.08% |
| 123 | BLACKSTONE INC | BX | 3,733 | $347,057 | 0.08% |
| 124 | ZOETIS INC | ZTS | 1,998 | $344,076 | 0.08% |
| 125 | SEMPRA | SREA | 2,296 | $334,259 | 0.08% |
| 126 | BLACKSTONE MTG TR INC | BX | 15,920 | $331,295 | 0.08% |
| 127 | FIDELITY NATIONAL FINANCIAL | FNF | 9,051 | $325,836 | 0.08% |
| 128 | CISCO SYS INC | CSCO | 5,920 | $306,301 | 0.07% |
| 129 | QUALCOMM INC | QCOM | 2,555 | $304,147 | 0.07% |
| 130 | ENBRIDGE INC | ENNPF | 8,076 | $300,023 | 0.07% |
| 131 | WESTAMERICA BANCORPORATION | WABC | 7,721 | $295,714 | 0.07% |
| 132 | PATTERSON-UTI ENERGY INC | PTEN | 24,344 | $291,397 | 0.07% |
| 133 | TECHNIPFMC PLC | FTI | 17,403 | $289,238 | 0.07% |
| 134 | MESA RTY TR | 590660106 | 11,716 | $287,042 | 0.07% |
| 135 | BROADCOM INC | AVGO | 330 | $286,252 | 0.07% |
| 136 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,097 | $281,559 | 0.07% |
| 137 | METLIFE INC | MET-PF | 4,912 | $277,675 | 0.07% |
| 138 | LIBERTY MEDIA CORP DEL | FWONB | 6,963 | $275,874 | 0.06% |
| 139 | INTERNATIONAL PAPER CO | 460146103 | 8,650 | $275,157 | 0.06% |
| 140 | CAMECO CORP | CCJ | 8,695 | $272,414 | 0.06% |
| 141 | CATHAY GEN BANCORP | 149150104 | 8,295 | $267,016 | 0.06% |
| 142 | CSW INDUSTRIALS INC | CSW | 1,600 | $265,904 | 0.06% |
| 143 | VANGUARD WHITEHALL FDS | 921946794 | 4,188 | $264,682 | 0.06% |
| 144 | PRECISION DRILLING CORP | PDS | 5,413 | $263,884 | 0.06% |
| 145 | OAK VY BANCORP OAKDALE CALIF | 671807105 | 10,252 | $258,248 | 0.06% |
| 146 | TORM PLC | TRMD | 10,654 | $257,401 | 0.06% |
| 147 | DAILY JOURNAL CORP | DJCO | 889 | $257,170 | 0.06% |
| 148 | RANGE RES CORP | RRC | 8,330 | $244,902 | 0.06% |
| 149 | OCCIDENTAL PETE CORP | 674599162 | 6,561 | $244,857 | 0.06% |
| 150 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 7,395 | $241,299 | 0.06% |
| 151 | MERCK & CO INC | MRK | 2,076 | $239,550 | 0.06% |
| 152 | HALLIBURTON CO | HAL | 7,253 | $239,276 | 0.06% |
| 153 | EXXON MOBIL CORP | XOM | 2,228 | $238,953 | 0.06% |
| 154 | SAFEHOLD INC | SAFE | 10,041 | $238,273 | 0.06% |
| 155 | CABLE ONE INC | CABO | 360 | $236,549 | 0.06% |
| 156 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,817 | $235,509 | 0.06% |
| 157 | DIMENSIONAL ETF TRUST | 25434V740 | 9,340 | $227,616 | 0.05% |
| 158 | VANGUARD SCOTTSDALE FDS | 92206C102 | 3,865 | $223,126 | 0.05% |
| 159 | SPROTT PHYSICAL GOLD & SILVE | SII | 12,291 | $221,484 | 0.05% |
| 160 | MCKESSON CORP | MCK | 515 | $220,065 | 0.05% |
| 161 | CAMBRIA ETF TR | 132061201 | 3,548 | $217,031 | 0.05% |
| 162 | CHEMOURS CO | CC | 5,882 | $216,987 | 0.05% |
| 163 | LITHIA MTRS INC | 536797103 | 711 | $216,222 | 0.05% |
| 164 | DIMENSIONAL ETF TRUST | 25434V831 | 8,009 | $212,559 | 0.05% |
| 165 | MARATHON OIL CORP | MARA | 8,788 | $202,300 | 0.05% |
| 166 | GEOSPACE TECHNOLOGIES CORP | GEOS | 23,931 | $185,944 | 0.04% |
| 167 | UNIQURE NV | QURE | 15,764 | $180,655 | 0.04% |
| 168 | CENOVUS ENERGY INC | CVE | 10,163 | $172,568 | 0.04% |
| 169 | TFS FINL CORP | 87240R107 | 12,280 | $154,360 | 0.04% |
| 170 | SPROTT FOCUS TR INC | SII | 16,837 | $133,854 | 0.03% |
| 171 | GRINDROD SHIPPING HOLDINGS L | GRND | 15,745 | $133,439 | 0.03% |
| 172 | UNITED SEC BANCSHARES CALIF | UNTCW | 19,862 | $132,281 | 0.03% |
| 173 | RAMACO RES INC | METCZ | 10,900 | $91,996 | 0.02% |
| 174 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 22,000 | $74,360 | 0.02% |
| 175 | PHX MINERALS INC | 69291A100 | 14,475 | $45,162 | 0.01% |
| 176 | BRF SA | 10552T107 | 22,725 | $43,178 | 0.01% |
| 177 | ADVANCED EMISSIONS SOLUTIONS | ARQ | 15,800 | $29,388 | 0.01% |
| 178 | AMMO INC | POWWP | 10,000 | $21,300 | 0.01% |
| 179 | DRAGONFLY ENERGY HOLDINGS CO | DFLIW | 10,000 | $14,800 | 0.00% |
| 180 | NAUTILUS INC | NAUT | 11,517 | $14,051 | 0.00% |
| 181 | GOLDMINING INC | GLDG | 10,000 | $9,011 | 0.00% |
| 182 | TRINITY PL HLDGS INC | TPHS | 11,847 | $6,397 | 0.00% |