Q3 2013 Holdings
Filed 2013-11-13 | 62 holdings | $299.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $72.7K | 1,266,026 | 0.0% |
| Walgreen Co | COM | 931422109 | $88.5K | 1,645,100 | 0.0% |
| Chemtura Corp | COM NEW | 163893209 | $91.9K | 3,995,800 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $106.2K | 1,450,200 | 0.0% |
| Green MTN Coffee Roasters in | COM | 393122106 | $109.5K | 1,453,000 | 0.0% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $176.6K | 4,273,249 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $325.3K | 1,909 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $379.2K | 3,340,476 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $16.2M | 140,800 | 5.4% |
| Conocophillips(COP) | COM | 20825C104 | $34.8M | 500,000 | 11.6% |
| Carmax Inc(KMX) | COM | 143130102 | $116.9M | 2,412,500 | 39.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $128.9M | 5,500,000 | 43.0% |