A bright sunny, blue sky with wispy clouds over a farm road surrounding by a golden wheat field

Portfolio

Our History

Extreme patience combined with extreme decisiveness. You may call that our investment process. Yes, it’s that simple.
— Charlie Munger

Current Investments

We are actively seeking our next acquisition.

Prior Investments



Mega Manufacturing

Manufacturer of Piranha branded ironworkers, press brakes and shears since 1974. Piranha has long been recognized as the metal fabrication industry’s Number One brand.

W.A. Whitney

Leaders in design and manufacture of plasma, plasma punch and laser technology for metal plate fabricators since 1907.

Bertsch Rolls

Since 1879, Bertsch has earned worldwide recognition as the leader in the manufacturing of innovation, heavy-duty metal rolling equipment.



Reno Technology

Manufacturer of innovative process solutions for the food processing industry, including exact weight portioners, product racks, dumpers, vats, continuous mold systems, thermal processing equipment and custom designed tanks and hoppers since 1965.

Marlen Research Corporation

Manufacturer of highly engineered food processing equipment and systems specializing in high-quality proteins and a variety of other food products since 1953. Their products have long set the standard for performance in pumping, stuffing, portioning, size reduction, thermal processing and food handling.

Carruthers Equipment Company

In 1950, Carruthers introduced the very first automated tuna filling machine and went on to become an innovative leader in size reduction, filling and slicing equipment for the food processing industry.



Everlast Saw of North America

Manufacturer of high quality, industrial standard and custom carbide-tipped saw blades since 1947.



Shield Industries

For more than 50 years, ShieldAg Equipment has designed, manufactured, and distributed a full line of tillage tools and hardware, including V blades, chisel spikes and disc blades.



E-Flow Ovens

Manufacturer of high capacity commercial pizza ovens known for their compact, stackable and dual conveyor belts, which increase throughput. Acquired by Lincoln Foodservice in 2000.



Pioneer Cranes

Designer and manufacturer of revolutionary hydraulic truck mounted cranes. The X outrigger was designed to be the safest crane on the market with many user friendly features. Acquired by Manitex Cranes in 2000.


Whitco Poles logo

Whitco Poles

Manufacturer of structural steel and aluminum lighting poles for athletic fields and other uses since 1969.