Top Funds / International Value Advisers, LLC


Charles de Vaulx

2020Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q1 $ vs. 2020Q1
LKQ CORP 5,447,175 $142,716,000 10.59% -1,615,674 -$2,143,000
Berkshire Hathaway Inc CL B 773,784 $138,128,000 10.25% -300,696 -$58,319,000
Berkshire Hathaway Inc CL A 503 $134,452,000 9.97% -171 -$48,876,000
NEWMONT Corp /DE/ 1,903,038 $117,494,000 8.72% No Change +$31,324,000
Western Union CO 4,758,014 $102,868,000 7.63% -736,741 +$3,248,000
ISHARES GOLD TRUST ISHARES 5,907,539 $100,369,000 7.45% -3,988,147 -$48,759,000
Adtalem Global Education Inc. 2,946,701 $91,790,000 6.81% -1,013,725 -$14,310,000
ORACLE CORP 1,020,440 $56,400,000 4.18% -340,937 -$9,395,000
CHEVRON CORP 507,633 $45,296,000 3.36% +486,192 +$43,742,000
SINA CORP 1,252,090 $44,963,000 3.34% -371,041 -$6,717,000
Alphabet Inc. CAP STK CL A 29,526 $41,869,000 3.11% -16,184 -$11,244,000
CDK Global, Inc. 891,136 $36,911,000 2.74% -881,717 -$21,327,000
Alphabet Inc. CAP STK CL C 24,344 $34,413,000 2.55% -6,489 -$1,439,000
Mastercard Inc CL A 101,391 $29,981,000 2.22% -29,090 -$1,538,000
SCHLUMBERGER LIMITED/NV 1,583,348 $29,118,000 2.16% -1,593,471 -$13,737,000
Baidu, Inc. SPON ADR REP A 240,437 $28,826,000 2.14% -50,122 -$459,000
ASTRONICS CORP 2,710,637 $28,624,000 2.12% -1,068,085 -$6,065,000
BARRICK GOLD CORP 1,054,733 $28,415,000 2.11% -1,174,436 -$12,423,000
SKECHERS USA INC 838,341 $26,307,000 1.95% New +$26,307,000
AMERICAN EXPRESS CO 150,287 $14,307,000 1.06% New +$14,307,000
FLOWSERVE CORP 470,414 $13,416,000 1.00% New +$13,416,000
TIFFANY & CO 93,706 $11,427,000 0.85% New +$11,427,000
Qurate Retail, Inc. SER A 1,146,899 $10,896,000 0.81% -3,118,004 -$15,120,000
Loma Negra Compania Industrial Argentina Sociedad Anonima SPON ADS 2,227,759 $9,490,000 0.70% -507,961 -$222,000
Criteo S.A. SPON ADS 819,006 $9,328,000 0.69% -584,213 -$1,828,000