Q4 2013 Holdings
Filed 2014-02-13 | 64 holdings | $201.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walgreen Co | COM | 931422109 | $72.6K | 1,264,300 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $77.7K | 1,219,100 | 0.0% |
| Green MTN Coffee Roasters in | COM | 393122106 | $88.7K | 1,173,600 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B)Call | CL B NEW | 084670702 | $90.7K | 765,000 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $121.8K | 1,517,200 | 0.1% |
| Chemtura Corp | COM NEW | 163893209 | $131.7K | 4,716,800 | 0.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $196.3K | 4,323,149 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $341.7K | 1,921 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $390.7K | 3,295,776 | 0.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $15.1M | 300,000 | 7.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $17.0M | 142,500 | 8.4% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $19.6M | 872,800 | 9.7% |
| Conocophillips(COP) | COM | 20825C104 | $32.2M | 455,900 | 16.0% |
| Carmax Inc(KMX) | COM | 143130102 | $114.8M | 2,441,000 | 57.0% |