Q1 2014 Holdings
Filed 2014-05-14 | 64 holdings | $211.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walgreen Co | COM | 931422109 | $83.5K | 1,264,300 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $88.5K | 2,553,600 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $112.7K | 1,267,200 | 0.1% |
| Chemtura Corp | COM NEW | 163893209 | $120.6K | 4,766,800 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B)Call | CL B NEW | 084670702 | $122.7K | 981,900 | 0.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $217.5K | 4,373,149 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $359.9K | 1,921 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $553.6K | 4,429,576 | 0.3% |
| Blackberry LTD(BB) | COM | 09228F103 | $4.8M | 600,000 | 2.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $14.8M | 300,000 | 7.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $15.9M | 142,500 | 7.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $26.9M | 1,200,300 | 12.7% |
| Conocophillips(COP) | COM | 20825C104 | $32.1M | 455,900 | 15.2% |
| Carmax Inc(KMX) | COM | 143130102 | $114.2M | 2,441,000 | 54.0% |