I.G.Y. Ltd Portfolio Holdings

Q3 2025•3 long positions•$238.7M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Amazon AMZN	Specialty Retail Consumer Cyclical	$101.0M 42.33%	—	0.004% 460.1K shares	—	—	$2.34T Mega Cap	Q1 2020 Held for 5y 8m
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$88.6M 37.13%	—	0.022% 95.7K shares	—	—	$410.27B Mega Cap	Q1 2020 Held for 5y 8m
3 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$49.0M 20.54%	-$6.8M Sold	0.005% 65.0 shares	74.0 → 65.0 −$6.8M	-12.16%	$1.08T Mega Cap	Q1 2020 Held for 5y 8m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Amazon AMZN	Specialty Retail Consumer Cyclical	$101.0M 42.33%	—	0.004% 460.1K shares	—	—	$2.34T Mega Cap	Q1 2020 Held for 5y 8m
2 Costco Wholesale COST	Discount Stores Consumer Defensive	$88.6M 37.13%	—	0.022% 95.7K shares	—	—	$410.27B Mega Cap	Q1 2020 Held for 5y 8m
3 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$49.0M 20.54%	-$6.8M Sold	0.005% 65.0 shares	74.0 → 65.0 −$6.8M	-12.16%	$1.08T Mega Cap	Q1 2020 Held for 5y 8m

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