Commentary

Recent Posts

• 2024 Q3 Partner Letter October 1, 2024
• Portfolio Summary – September 30, 2024 September 30, 2024
• Enterprise Products Partners (EPD) August 9, 2024
• 2024 Q2 Partner Letter July 1, 2024
• Portfolio Summary – June 30, 2024 June 30, 2024
• FRP Holdings (FRPH) May 10, 2024
• Markel Corporation (MKL) April 25, 2024
• 2024 Q1 Partner Letter April 1, 2024
• Portfolio Summary – March 31, 2024 March 31, 2024
• E-L Financial Corporation, Ltd. (ELFIF) March 23, 2024
• Altius Minerals Corporation (ATUSF) February 16, 2024
• 2023 Q4 Partner Letter January 3, 2024
• 2023 Partnership Financial Statements January 1, 2024
• FRMO Corporation (FRMO) October 1, 2023