Q1 2018 Holdings
Filed 2018-05-11 | 66 holdings | $210.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $67.2K | 400,600 | 0.0% |
| Ryman Hospitality Pptys Inc(RHP) | COM | 78377T107 | $69.7K | 900,000 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $92.9K | 1,772,700 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $94.1K | 291,380 | 0.0% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $95.6K | 597,000 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $102.6K | 815,468 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $106.9K | 1,865,900 | 0.1% |
| Powershares QQQ TrustPut | UNIT SER 1 | 73935A104 | $291.4K | 1,820,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $380.1K | 1,905,299 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $512.4K | 1,713 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $714.1K | 13,695,586 | 0.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $22.8M | 121,000 | 10.9% |
| Conocophillips(COP) | COM | 20825C104 | $23.0M | 387,100 | 10.9% |
| Autonation Inc(AN) | COM | 05329W102 | $24.9M | 531,648 | 11.8% |
| Carmax Inc(KMX) | COM | 143130102 | $49.0M | 790,984 | 23.3% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $86.9M | 3,669,200 | 41.4% |