Pecaut & Co.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Pecaut & Co. reported 65 stock positions worth $328.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.9% of the portfolio, followed by SS Spdrb B 3-12M T-Bill ETF (BILS, 7.9%) and Vanguard S/T Corp. Bond ETF (VCSH, 7.6%). Compared with Q1 2026, it sold out of 1, added to 20 and reduced 30. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +1%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX CITY, IA
- CIK
- 0001597200
- Portfolio Value
- $328.2M (Q2 2026)
- SEC Filing
- 0001398344-26-013359 ↗ filed Aug 3, 2026
Holdings Value
Holdings 65 stocks · $328.2M
| BRK.B Berkshire Hathaway Inc. Class B | 8.92% | 58,483 | $29.3M | Add +2.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 7.86% | 259,692 | $25.8M | Add +1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.61% | 316,064 | $25.0M | Add +2.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 6.30% | 202,039 | $20.7M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 5.70% | 52,934 | $18.7M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.65% | 155,879 | $18.5M | Reduce -0.2% |
| SGOV iShares 0-3 Month Treasury B | 5.00% | 163,019 | $16.4M | Add +1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.58% | 298,409 | $15.0M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 4.15% | 57,622 | $13.6M | Add +0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.43% | 185,397 | $11.3M | Add +4.5% |
| AAPL Apple Inc. | 3.14% | 35,616 | $10.3M | Reduce -2.0% |
| GRID First TRST Nasd Class Edg Sgiif | 2.88% | 49,362 | $9.5M | Reduce -1.2% |
| TPL Texas Pacific Land Corp. | 2.74% | 20,556 | $9.0M | Reduce -0.2% |
| INFL Horizon Kinetics Infl Benef | 2.32% | 152,906 | $7.6M | Add +2.4% |
| AIRR First Trust Rba American Ind | 2.23% | 54,856 | $7.3M | Reduce -0.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.17% | 105,452 | $7.1M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 2.02% | 7,077 | $6.6M | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.83% | 8 | $6.0M | Reduce -20.0% |
| AN Autonation Inc. | 1.33% | 23,570 | $4.4M | Reduce -7.3% |
| KNF Knife River Corp. | 1.28% | 50,140 | $4.2M | Reduce -1.3% |
| LOW Lowe's Cos Inc. | 1.25% | 18,567 | $4.1M | Reduce -5.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.16% | 66,143 | $3.8M | Reduce -1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.07% | 38,396 | $3.5M | Add +6.5% |
| MSFT Microsoft Corp. | 0.94% | 8,301 | $3.1M | Reduce -0.4% |
| WBI Waterbridge Infrastruc Class A | 0.91% | 87,000 | $3.0M | Reduce -0.6% |
| BLDR Builders Firstsource Inc. | 0.73% | 26,865 | $2.4M | No change |
| WTM White Mountains Insurance GP | 0.72% | 1,142 | $2.4M | Reduce -2.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.72% | 27,432 | $2.4M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 30,802 | $2.2M | Add +1.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 41,785 | $2.1M | Reduce -4.9% |
| SBUX Starbucks Corp. | 0.64% | 20,700 | $2.1M | No change |
| CASY Casey's General Stores Inc. | 0.63% | 2,600 | $2.1M | No change |
| ICE Intercontinental Exchange Inc. | 0.62% | 16,444 | $2.0M | Reduce -4.9% |
| GLDM SPDR Gold Minishares Trust | 0.54% | 22,268 | $1.8M | Add +0.1% |
| AXP American Express Co. | 0.52% | 5,015 | $1.7M | Reduce -0.5% |
| URI United Rentals Inc. | 0.48% | 1,403 | $1.6M | No change |
| BWXT BWX Technologies Inc. | 0.47% | 7,935 | $1.5M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.45% | 7,391 | $1.5M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.43% | 6,454 | $1.4M | Add +0.2% |
| WMT Walmart Inc. | 0.42% | 12,123 | $1.4M | Reduce -0.8% |
| WPM Wheaton Precious Metals Corp. | 0.40% | 11,550 | $1.3M | No change |
| LB Landbridge Co. LLC-A | 0.38% | 15,894 | $1.3M | Add +0.0% |
| UNP Union Pacific Corp. | 0.34% | 4,139 | $1.1M | Reduce -5.5% |
| FWONA Liberty Media Corp. Class A | 0.32% | 12,158 | $1.1M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 3,367 | $1.0M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 12,336 | $994K | Add +1.4% |
| ESGV Vanguard ESG US Stock ETF | 0.29% | 7,118 | $941K | Reduce -3.1% |
| MSB Mesabi Trust | 0.26% | 33,963 | $859K | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.25% | 13,700 | $813K | Reduce -3.5% |
| NRP Natural Resource Partners LP | 0.24% | 8,075 | $783K | No change |
| TDW Tidewater Inc. | 0.19% | 9,500 | $633K | No change |
| XSORX Source Capital Inc. | 0.19% | 13,601 | $625K | Add +1.1% |
| HE Hawaiian Electric Inds | 0.17% | 41,300 | $559K | Add +3.3% |
| JNJ Johnson & Johnson | 0.16% | 2,130 | $541K | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 4,481 | $461K | Add +1.6% |
| LXU LSB Industries Inc. | 0.12% | 36,500 | $395K | No change |
| CNI Canadian Natl Railway Co. | 0.10% | 2,684 | $320K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.09% | 1,879 | $308K | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 390 | $291K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.09% | 2,259 | $281K | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.09% | 1,156 | $280K | Add +0.1% |
| RCG Renn Fund Inc. | 0.08% | 93,099 | $278K | No change |
| PHYS Sprott Physical Gold Trust | 0.08% | 8,700 | $262K | No change |
| OR Or Royalties Inc. | 0.08% | 8,000 | $253K | No change |
| TFPM Triple Flag Precious Met | 0.06% | 7,000 | $210K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -20.0% | 1.83% | −0.51 |
| TPL Texas Pacific Land Corp. | Reduce -0.2% | 2.74% | −0.43 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 2.02% | −0.29 |
| AN Autonation Inc. | Reduce -7.3% | 1.33% | −0.28 |
| ICE Intercontinental Exchange Inc. | Reduce -4.9% | 0.62% | −0.27 |
| LOW Lowe's Cos Inc. | Reduce -5.8% | 1.25% | −0.27 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.18 |
| WTM White Mountains Insurance GP | Reduce -2.6% | 0.72% | −0.11 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.9% | 0.65% | −0.08 |
| WMT Walmart Inc. | Reduce -0.8% | 0.42% | −0.07 |
| BWXT BWX Technologies Inc. | Reduce -2.5% | 0.47% | −0.07 |
| KNF Knife River Corp. | Reduce -1.3% | 1.28% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.94% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.16% | −0.01 |
| UNP Union Pacific Corp. | Reduce -5.5% | 0.34% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.4% | 0.09% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.1% | 0.09% | +0.01 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -3.5% | 0.25% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -3.1% | 0.29% | +0.02 |
| AXP American Express Co. | Reduce -0.5% | 0.52% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.45% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.72% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.1% | 1.16% | +0.11 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.5% | 2.17% | +0.13 |
| AAPL Apple Inc. | Reduce -2.0% | 3.14% | +0.15 |
| WBI Waterbridge Infrastruc Class A | Reduce -0.6% | 0.91% | +0.15 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -1.2% | 2.88% | +0.23 |
| AIRR First Trust Rba American Ind | Reduce -0.2% | 2.23% | +0.25 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 5.70% | +0.65 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.2% | 5.65% | +0.68 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -1.0% | 6.30% | +1.08 |
Portfolio Buys Q1 2026 → Q2 2026
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.9% | 4.58% | +0.20 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.5% | 3.43% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +0.7% | 4.15% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +1.8% | 0.67% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 8.92% | +0.03 |
| LB Landbridge Co. LLC-A | Add +0.0% | 0.38% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 0.31% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.4% | 0.30% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.43% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.09% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 0.09% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +1.6% | 0.14% | +0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +6.5% | 1.07% | −0.00 |
| XSORX Source Capital Inc. | Add +1.1% | 0.19% | −0.01 |
| HE Hawaiian Electric Inds | Add +3.3% | 0.17% | −0.02 |
| GLDM SPDR Gold Minishares Trust | Add +0.1% | 0.54% | −0.13 |
| INFL Horizon Kinetics Infl Benef | Add +2.4% | 2.32% | −0.20 |
| SGOV iShares 0-3 Month Treasury B | Add +1.1% | 5.00% | −0.27 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.0% | 7.61% | −0.36 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +1.4% | 7.86% | −0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 65 | $328.2M | BRK.B, BILS, VCSH, EMXC, GOOG |
| Q1 2026 | 66 | $308.0M | BRK.B, BILS, VCSH, SGOV, EMXC |
| Q4 2025 | 70 | $310.0M | BILS, BRK.B, SGOV, GOOG, SPYG |
| Q3 2025 | 78 | $311.0M | BILS, BRK.B, SGOV, SPYG, GOOG |
| Q2 2025 | 81 | $301.0M | BILS, BRK.B, SGOV, TPL, SPYG |
| Q1 2025 | 76 | $293.6M | BILS, BRK.B, SGOV, TPL, SPYG |
| Q4 2024 | 74 | $289.4M | BILS, BRK.B, SGOV, TPL, SPYG |
| Q3 2024 | 72 | $282.1M | BILS, BRK.B, SGOV, TPL, GOOG |
| Q2 2024 | 69 | $263.7M | SGOV, BRK.B, BILS, GOOG, AAPL |
| Q1 2024 | 77 | $267.6M | SGOV, BRK.B, BILS, GOOG, AAPL |