OK here goes. I don't feel knowledgeable enough to have large positions--largest single stocks (FFH, BUR) are 6-7%.
Brookfield (52% BN, 37% BIP, 11% BAM)
Burford
Fairfax Financial Holdings
Odet
Constellation Software
Berkshire
Thermo Fisher
Nelnet
Energy Transfer
FRP Holdings
Grupo Aeropuertario del Centro Norte
Apt. Invest. & Mgmt.
New England Realty
CVR Partners
Veris Residential
Volkswagen Pfd
Basic Fit
Avid Biosciences
Textainer
Monarch Cement
KKR
Fairfax India
Clipper Realty
Lumine
JD.com
Converge Tech. Solut.
Mexico Nearshoring Basket (6-7% total: GMexico Transportes, Promotora y Operadora de Infraestructura, FIBRAHotel, FIBRA Mty, FIBRA Macquarie)