# PECAUT & CO.: Form 13F holdings

An institutional investment manager in SIOUX CITY, IA. SEC CIK 1597200.

- Quarter ended: 2026-06-30
- Filed: 2026-08-03
- Reported value: $328.2m
- Positions: 65 (65 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1597200/000139834426013359/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $29.3m | 8.9% | 58,483 |  | Added +1,382 |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $25.8m | 7.9% | 259,692 |  | Added +3,631 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $25.0m | 7.6% | 316,064 |  | Added +6,228 |
| ISHARES INC | MSCI EMRG CHN | $20.7m | 6.3% | 202,039 |  | Reduced −2,125 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $18.7m | 5.7% | 52,934 |  | Reduced −1,302 |
| SPDR SERIES TRUST | ST STR P500GRW | $18.5m | 5.7% | 155,879 |  | Reduced −361 |
| ISHARES TR | 0-3 MTH TREASURY | $16.4m | 5.0% | 163,019 |  | Added +1,776 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $15.0m | 4.6% | 298,409 |  | Added +2,546 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $13.6m | 4.2% | 57,622 |  | Added +386 |
| SPDR SERIES TRUST | ST STR P500VAL | $11.3m | 3.4% | 185,397 |  | Added +7,958 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $10.3m | 3.1% | 35,616 |  | Reduced −721 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | $9.5m | 2.9% | 49,362 |  | Reduced −600 |
| [TEXAS PACIFIC LAND CORPORATI (TPL)](/companies/tpl.md) | COM | $9.0m | 2.7% | 20,556 |  | Reduced −49 |
| LISTED FDS TR | HORI KI INFL ETF | $7.6m | 2.3% | 152,906 |  | Added +3,505 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $7.3m | 2.2% | 54,856 |  | Reduced −130 |
| SPDR SERIES TRUST | ST STR P400MID | $7.1m | 2.2% | 105,452 |  | Reduced −549 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $6.6m | 2.0% | 7,077 |  | Reduced −50 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $6.0m | 1.8% | 8 |  | Reduced −2 |
| [AUTONATION INC (AN)](/companies/an.md) | COM | $4.4m | 1.3% | 23,570 |  | Reduced −1,850 |
| [KNIFE RIVER CORP (KNF)](/companies/knf.md) | COMMON STOCK | $4.2m | 1.3% | 50,140 |  | Reduced −650 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $4.1m | 1.2% | 18,567 |  | Reduced −1,151 |
| SPDR SERIES TRUST | ST STR SP600 SML | $3.8m | 1.2% | 66,143 |  | Reduced −763 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $3.5m | 1.1% | 38,396 |  | Added +2,325 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $3.1m | 0.9% | 8,301 |  | Reduced −35 |
| [WATERBRIDGE INFRASTRUCTURE L (WBI)](/companies/wbi.md) | CL A SHS REPSTG | $3.0m | 0.9% | 87,000 |  | Reduced −500 |
| [BUILDERS FIRSTSOURCE INC (BLDR)](/companies/bldr.md) | COM | $2.4m | 0.7% | 26,865 |  | Unchanged |
| WHITE MTNS INS GROUP LTD | COM | $2.4m | 0.7% | 1,142 |  | Reduced −30 |
| VANGUARD INDEX FDS | GROWTH ETF | $2.4m | 0.7% | 27,432 |  | Added +22,824 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2m | 0.7% | 30,802 |  | Added +535 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $2.1m | 0.6% | 41,785 |  | Reduced −2,152 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $2.1m | 0.6% | 20,700 |  | Unchanged |
| [CASEYS GEN STORES INC (CASY)](/companies/casy.md) | COM | $2.1m | 0.6% | 2,600 |  | Unchanged |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $2.0m | 0.6% | 16,444 |  | Reduced −847 |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $1.8m | 0.5% | 22,268 |  | Added +16 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $1.7m | 0.5% | 5,015 |  | Reduced −25 |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $1.6m | 0.5% | 1,403 |  | Unchanged |
| [BWX TECHNOLOGIES INC (BWXT)](/companies/bwxt.md) | COM | $1.5m | 0.5% | 7,935 |  | Reduced −200 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $1.5m | 0.5% | 7,391 |  | Reduced −11 |
| VANGUARD INDEX FDS | VALUE ETF | $1.4m | 0.4% | 6,454 |  | Added +13 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $1.4m | 0.4% | 12,123 |  | Reduced −96 |
| [WHEATON PRECIOUS METALS CORP (WPM)](/companies/wpm.md) | COM | $1.3m | 0.4% | 11,550 |  | Unchanged |
| [LANDBRIDGE COMPANY LLC (LB)](/companies/lb.md) | CL A | $1.3m | 0.4% | 15,894 |  | Added +1 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $1.1m | 0.3% | 4,139 |  | Reduced −242 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $1.1m | 0.3% | 12,158 |  | Unchanged |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0m | 0.3% | 3,367 |  | Added +22 |
| VANGUARD INDEX FDS | MID CAP ETF | $993.9k | 0.3% | 12,336 |  | Added +9,295 |
| VANGUARD WORLD FD | ESG US STK ETF | $941.3k | 0.3% | 7,118 |  | Reduced −229 |
| [MESABI TR (MSB)](/companies/msb.md) | CTF BEN INT | $859.3k | 0.3% | 33,963 |  | Unchanged |
| [FLOOR & DECOR HLDGS INC (FND)](/companies/fnd.md) | CL A | $813.2k | 0.2% | 13,700 |  | Reduced −500 |
| [NATURAL RESOURCE PARTNERS LP (NRP)](/companies/nrp.md) | COM UNIT LTD PAR | $783.3k | 0.2% | 8,075 |  | Unchanged |
| [TIDEWATER INC NEW (TDW)](/companies/tdw.md) | COM | $633.0k | 0.2% | 9,500 |  | Unchanged |
| SOURCE CAPITAL | COM SHS OF BEN I | $625.2k | 0.2% | 13,601 |  | Added +148 |
| [HAWAIIAN ELEC INDS INC MTN B (HE)](/companies/he.md) | COM | $558.8k | 0.2% | 41,300 |  | Added +1,300 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $541.0k | 0.2% | 2,130 |  | Reduced −20 |
| ISHARES TR | ESG AW MSCI EAFE | $460.7k | 0.1% | 4,481 |  | Added +69 |
| [LSB INDS INC (LXU)](/companies/lxu.md) | COM | $394.6k | 0.1% | 36,500 |  | Unchanged |
| [CANADIAN NATL RY CO (CNI)](/companies/cni.md) | COM | $320.0k | <0.1% | 2,684 |  | Unchanged |
| ISHARES TR | ESG AWR MSCI USA | $307.5k | <0.1% | 1,879 |  | Reduced −21 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $291.5k | <0.1% | 390 |  | Added +1 |
| ISHARES TR | RUS 1000 GRW ETF | $280.5k | <0.1% | 2,259 |  | Added +1,686 |
| ISHARES TR | RUS 1000 VAL ETF | $280.3k | <0.1% | 1,156 |  | Added +1 |
| [RENN FD INC (RCG)](/companies/rcg.md) | COM | $278.4k | <0.1% | 93,099 |  | Unchanged |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $262.5k | <0.1% | 8,700 |  | Unchanged |
| [OR ROYALTIES INC. (OR)](/companies/or.md) | COM SHS | $253.0k | <0.1% | 8,000 |  | Unchanged |
| [TRIPLE FLAG PRECIOUS METAL (TFPM)](/companies/tfpm.md) | COM | $209.8k | <0.1% | 7,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $0 | 0.0% | 0 |  | Sold out −10,302 |

Source: SEC EDGAR, Form 13F-HR, accession 0001398344-26-013359. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.