PECAUT & CO.

Wealth advisor Mechanical CIK 1597200
League rank
#2991
in Wealth advisor · #6674 overall
Long book
$308.0M
Q1 2026
Positions
66
Top-10 weight
57%
concentration
Last quarter
+7.2%
SPY +14.8%
Turnover
14%
of book per quarter

Strategy in plain words

auto-generated from filings

PECAUT & CO. is a wealth-management firm allocating client money, running a $308.0M US long book across 66 positions.

The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: BERKSHIRE HATHAWAY INC-CL B, SS SPDRB B 3-12M T-BILL ETF, VANGUARD S/T CORP BOND ETF, ISHARES 0-3 MONTH TREASURY B, ISHARES MSCI EMR MRK EX CHNA.

Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+7.1%
Q3 2024
+1.5%
Q4 2024
+0.6%
Q1 2025
+2.8%
Q2 2025
+5.1%
Q3 2025
+1.7%
Q4 2025
+0.7%
Q1 2026
+7.2%

Sector allocation

Financials
42%
Technology
24%
Consumer discretionary
20%
Materials
6%
Industrials
3%
Energy
2%
Services media
1%
Communications
1%

Long book by quarter

$268.3M
Q1 2024
$264.5M
Q2 2024
$282.7M
Q3 2024
$289.7M
Q4 2024
$293.9M
Q1 2025
$301.2M
Q2 2025
$311.3M
Q3 2025
$310.0M
Q4 2025
$308.0M
Q1 2026

What does PECAUT & own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials57.1K$27.4M8.9%-2.0%
GOOG ALPHABET INC-CL CTechnology54.2K$15.6M5.1%-10.3%
TPL TEXAS PACIFIC LAND CORPFinancials20.6K$9.8M3.2%Held
AAPL APPLE INCTechnology36.3K$9.2M3.0%-3.4%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials10$7.2M2.3%Held
COST COSTCO WHOLESALE CORPConsumer discretionary7.1K$7.1M2.3%+1.3%
AN AUTONATION INCConsumer discretionary25.4K$5.0M1.6%Held
LOW LOWE'S COS INCConsumer discretionary19.7K$4.7M1.5%-2.1%
KNF KNIFE RIVER CORPMaterials50.8K$4.1M1.3%Held
MSFT MICROSOFT CORPTechnology8.3K$3.1M1.0%-22.1%
ICE INTERCONTINENTAL EXCHANGE INFinancials17.3K$2.7M0.9%-0.1%
WTM WHITE MOUNTAINS INSURANCE GPFinancials1.2K$2.6M0.8%+0.4%
WBI WATERBRIDGE INFRASTRUC-CL AEnergy87.5K$2.3M0.8%+31.6%
BLDR BUILDERS FIRSTSOURCE INCConsumer discretionary26.9K$2.2M0.7%+37.5%
CASY CASEY'S GENERAL STORES INCConsumer discretionary2.6K$1.9M0.6%-1.0%
SBUX STARBUCKS CORPConsumer discretionary20.7K$1.9M0.6%New
BWXT BWX TECHNOLOGIES INCIndustrials8.1K$1.7M0.5%Held
AXP AMERICAN EXPRESS COFinancials5.0K$1.5M0.5%-0.2%
WMT WALMART INCConsumer discretionary12.2K$1.5M0.5%+0.5%
WPM WHEATON PRECIOUS METALS CORPMaterials11.6K$1.5M0.5%Held
NVDA NVIDIA CORPTechnology7.4K$1.3M0.4%-17.7%
LB LANDBRIDGE CO LLC-AFinancials15.9K$1.1M0.4%-0.6%
UNP UNION PACIFIC CORPIndustrials4.4K$1.1M0.3%0.0%
URI UNITED RENTALS INCServices media1.4K$1.0M0.3%Held
NRP NATURAL RESOURCE PARTNERS LPMaterials8.1K$977K0.3%+3.5%
FWONA LIBERTY MEDIA CORP-FORMULA-ACommunications12.2K$949K0.3%+0.4%
TDW TIDEWATER INCIndustrials9.5K$794K0.3%-24.0%
FND FLOOR & DECOR HOLDINGS INC-AConsumer discretionary14.2K$721K0.2%Held
HE HAWAIIAN ELECTRIC INDSUtilities40.0K$594K0.2%Held
NKE NIKE INC -CL BOther10.3K$544K0.2%Held
LXU LSB INDUSTRIES INCMaterials36.5K$544K0.2%-5.2%
JNJ JOHNSON & JOHNSONHealthcare2.1K$526K0.2%-3.2%
OR OR ROYALTIES INCMaterials8.0K$304K0.1%New
CNI CANADIAN NATL RAILWAY COIndustrials2.7K$276K0.1%Held
TFPM TRIPLE FLAG PRECIOUS METFinancials7.0K$243K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 202666$308.0M canonicalSEC ↗
Q4 202513F-HRFeb 10, 202670$310.0M canonicalSEC ↗
Q3 202513F-HRNov 3, 202579$311.3M canonicalSEC ↗
Q2 202513F-HRAug 14, 202582$301.2M canonicalSEC ↗
Q1 202513F-HRMay 2, 202577$293.9M canonicalSEC ↗
Q4 202413F-HRFeb 11, 202575$289.7M canonicalSEC ↗
Q3 202413F-HRNov 6, 202474$282.7M canonicalSEC ↗
Q2 202413F-HRAug 7, 202470$264.5M canonicalSEC ↗
Q1 202413F-HRMay 7, 202478$268.3M canonicalSEC ↗