| TPL Texas Pacific Land Corp. | 6.24% | 56,808 | $32.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 6.04% | 75,622 | $31.8M | Reduce -1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.62% | 76,276 | $19.1M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.61% | 45,090 | $19.0M | Reduce -1.2% |
| AZO AutoZone Inc. | 3.46% | 5,788 | $18.2M | Reduce -2.7% |
| PSX Phillips 66 | 3.33% | 107,508 | $17.6M | Reduce -1.8% |
| HCA HCA Healthcare Inc. | 3.31% | 52,294 | $17.4M | Reduce -0.6% |
| CPRT Copart Inc. | 3.16% | 287,199 | $16.6M | Reduce -10.4% |
| GOOG Alphabet Inc. Class C | 2.87% | 99,435 | $15.1M | Reduce -0.7% |
| CRL Charles River Laboratories | 2.84% | 55,158 | $14.9M | Reduce -0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.77% | 23 | $14.6M | No change |
| ELV Elevance Health Inc. | 2.69% | 27,297 | $14.2M | Add +0.1% |
| AFL Aflac Inc. | 2.63% | 161,613 | $13.9M | Reduce -1.9% |
| LECO Lincoln Electric Holdings | 2.62% | 54,012 | $13.8M | Reduce -19.8% |
| FITB Fifth Third Bancorp | 2.46% | 347,529 | $12.9M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.40% | 103,177 | $12.6M | Reduce -1.4% |
| LKQ LKQ Corp. | 2.07% | 203,863 | $10.9M | Add +54.0% |
| HSY The Hershey Co. | 1.85% | 50,153 | $9.8M | Add +1.3% |
| TMO Thermo Fisher Scientific Inc. | 1.83% | 16,619 | $9.7M | Reduce -1.4% |
| NNI Nelnet Inc. Class A | 1.83% | 101,676 | $9.6M | New |
| BN Brookfield Corp. | 1.81% | 227,425 | $9.5M | Reduce -13.6% |
| CP Canadian Pacific Kansas City | 1.68% | 100,251 | $8.8M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.61% | 53,363 | $8.5M | Reduce -0.8% |
| CIVI Civitas Resources Inc. | 1.56% | 107,998 | $8.2M | Reduce -0.3% |
| ENOV Enovis Corp. | 1.48% | 125,202 | $7.8M | Add +0.0% |
| CVX Chevron Corp. | 1.40% | 46,723 | $7.4M | Add +0.8% |
| BOC Boston Omaha Corp. Class A | 1.37% | 466,091 | $7.2M | Reduce -0.2% |
| MSM MSC Industrial Direct Co. Class A | 1.29% | 70,076 | $6.8M | Add +0.7% |
| KO The Coca-Cola Co. | 1.26% | 108,883 | $6.7M | Reduce -0.4% |
| PFE Pfizer Inc. | 1.20% | 222,741 | $6.3M | Reduce -3.4% |
| DFH Dream Finders Homes Inc. Class A | 1.19% | 143,631 | $6.3M | Reduce -7.7% |
| CFR Cullen/Frost Bankers Inc. | 1.18% | 55,011 | $6.2M | Reduce -0.5% |
| ACN Accenture PLC Class A | 1.17% | 17,801 | $6.2M | Reduce -2.3% |
| VMC Vulcan Materials Co. | 1.15% | 22,259 | $6.1M | Reduce -28.0% |
| FINN First Natl of Nebraska Inc. | 1.09% | 457 | $5.8M | Reduce -1.3% |
| ABG Asbury Automotive Group | 1.02% | 22,841 | $5.4M | New |
| WAT Waters Corp. | 1.00% | 15,329 | $5.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.99% | 34,526 | $5.2M | Reduce -2.5% |
| DNOPY Dino Polska SA Unsp- ADR | 0.95% | 104,158 | $5.0M | Reduce -0.1% |
| HZO Marinemax Inc. | 0.91% | 144,004 | $4.8M | Reduce -0.9% |
| ROST Ross Stores Inc. | 0.90% | 32,461 | $4.8M | Reduce -1.0% |
| CNI Canadian Natl Railway Co. | 0.84% | 33,598 | $4.4M | Reduce -1.1% |
| WFC Wells Fargo & Co. | 0.77% | 70,115 | $4.1M | Reduce -7.5% |
| Valmont Industries Inc | 0.73% | 16,786 | $3.8M | No change |
| KEYS Keysight Technologies Inc. | 0.67% | 22,590 | $3.5M | Add +0.3% |
| AAPL Apple Inc. | 0.67% | 20,494 | $3.5M | Add +15.5% |
| BAM Brookfield Asset Mgmt-A | 0.60% | 74,949 | $3.1M | Reduce -39.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 30,679 | $3.1M | Reduce -2.6% |
| MCD McDonald's Corp. | 0.54% | 10,162 | $2.9M | Reduce -3.5% |
| PEP Pepsico Inc. | 0.48% | 14,450 | $2.5M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 4,786 | $2.5M | No change |
| FWONA Liberty Media Corp.-Liberty-A | 0.42% | 37,864 | $2.2M | Reduce -5.4% |
| UNH Unitedhealth Group Inc. | 0.39% | 4,116 | $2.0M | No change |
| USB US Bancorp | 0.38% | 45,100 | $2.0M | Reduce -3.4% |
| CSTM Constellium SE | 0.35% | 83,595 | $1.8M | Reduce -4.1% |
| CWGL Crimson Wine Group Ltd. | 0.35% | 319,123 | $1.8M | Reduce -5.5% |
| MKL Markel Group Inc. | 0.32% | 1,118 | $1.7M | Reduce -4.0% |
| ESAB Esab Corp. | 0.29% | 13,920 | $1.5M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.24% | 7,734 | $1.3M | Reduce -1.0% |
| DEO Diageo PLC-Sponsored ADR | 0.24% | 8,410 | $1.3M | Reduce -41.0% |
| AXP American Express Co. | 0.23% | 5,407 | $1.2M | No change |
| MG Mistras Group Inc. | 0.20% | 111,927 | $1.1M | Reduce -32.0% |
| ABBV Abbvie Inc. | 0.20% | 5,759 | $1.0M | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 25,934 | $983K | No change |
| NSRGY Nestle SA-Spons ADR | 0.17% | 8,580 | $911K | Reduce -0.3% |
| HD Home Depot Inc. | 0.17% | 2,289 | $878K | Add +232.2% |
| AMGN Amgen Inc. | 0.16% | 3,044 | $865K | Add +13.0% |
| CVS CVS Health Corp. | 0.15% | 10,230 | $816K | Reduce -2.9% |
| MCO Moody's Corp. | 0.15% | 2,070 | $814K | No change |
| ABT Abbott Laboratories | 0.14% | 6,402 | $728K | No change |
| TFX Teleflex Inc. | 0.12% | 2,850 | $645K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 8,011 | $619K | No change |
| DOX Amdocs Ltd. | 0.11% | 6,380 | $577K | No change |
| CL Colgate-Palmolive Co. | 0.10% | 5,692 | $513K | No change |
| KMX Carmax Inc. | 0.09% | 5,474 | $477K | Reduce -52.9% |
| WMT Walmart Inc. | 0.07% | 6,561 | $395K | Add +0.9% |
| D Dominion Energy Inc. | 0.07% | 7,835 | $385K | Reduce -8.7% |
| BF.A Brown-Forman Corp. Class A | 0.06% | 6,582 | $340K | No change |
| SHEL Shell PLC-ADR | 0.06% | 4,595 | $308K | Reduce -7.6% |
| ADP Automatic Data Processing | 0.06% | 1,198 | $299K | Reduce -7.3% |
| BA The Boeing Co. | 0.06% | 1,515 | $292K | Reduce -78.7% |
| NEE Nextera Energy Inc. | 0.05% | 4,300 | $275K | No change |
| NVS Novartis AG-Sponsored ADR | 0.04% | 2,400 | $232K | No change |