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Portfolio (Quarterly) Guide ↗

PECAUT & CO.

· CIK 0001597200
13F Portfolio $328M AUM 65 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 65 New
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWD ISHARES TR 1,156.0 $280K 0.09% NEW $242.46 +6.0%
62 RCG RENN FD INC Financial Services 93,099.0 $278K 0.09% NEW $2.99 -5.7%
63 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,700.0 $262K 0.08% NEW $30.17 +11.2%
64 OR OR ROYALTIES INC. Basic Materials 8,000.0 $253K 0.08% NEW $31.63 +5.7%
65 TRIPLE FLAG PRECIOUS METAL 7,000.0 $210K 0.06% NEW $29.97
Page 4 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 20.3%
Technology 16.1%
Consumer Cyclical 14.6%
Energy 14.5%
Financial Services 10.4%
Consumer Defensive 8.7%
Industrials 7.6%
Basic Materials 6.7%
Utilities 0.6%
Healthcare 0.6%