Q1 2017 Holdings
Filed 2017-05-10 | 65 holdings | $288.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $55.3K | 465,768 | 0.0% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $55.3K | 1,483,385 | 0.0% |
| Express Scripts Hldg CoPut | COM | 30219G108 | $56.7K | 860,000 | 0.0% |
| Ryman Hospitality Pptys Inc(RHP) | COM | 78377T107 | $73.5K | 1,189,100 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $107.0K | 1,990,700 | 0.0% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $129.4K | 2,324,149 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $383.8K | 2,302,507 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $473.7K | 1,896 | 0.2% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $10.4M | 1,285,000 | 3.6% |
| Conocophillips(COP) | COM | 20825C104 | $20.7M | 415,700 | 7.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $21.7M | 129,500 | 7.5% |
| Autonation Inc(AN) | COM | 05329W102 | $22.6M | 534,248 | 7.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $26.3M | 777,400 | 9.1% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $87.7M | 4,882,400 | 30.4% |
| Carmax Inc(KMX) | COM | 143130102 | $96.7M | 1,632,484 | 33.5% |