Q2 2013 Holdings
Filed 2013-07-16 | 110 holdings | $66.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax(KMX) | COM | 143130102 | $40.1M | 868,227 | 60.7% |
| Autozone Inc(AZO) | COM | 053332102 | $22.3M | 52,705 | 33.8% |
| America's Car-Mart Inc.(CRMT) | COM | 03062T105 | $2.0M | 45,523 | 3.0% |
| Conmed Corp(CNMD) | COM | 207410101 | $221.0K | 7,087 | 0.3% |
| Ross Stores Inc.(ROST) | COM | 778296103 | $72.2K | 1,114,784 | 0.1% |
| Brown & Brown Inc.(BRO) | COM | 115236101 | $65.9K | 2,045,024 | 0.1% |
| Idex Corporation(IEX) | COM | 45167R104 | $63.3K | 1,176,275 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $59.4K | 112,781 | 0.1% |
| Mednax Inc.(MD) | COM | 58502B106 | $56.4K | 615,830 | 0.1% |
| White Mtns Insurance(WTM) | COM | G9618E107 | $49.8K | 86,579 | 0.1% |
| EOG Resources Inc.(EOG) | COM | 26875P101 | $47.7K | 362,233 | 0.1% |
| Brookfield Asset Management | COM | 112585104 | $46.9K | 1,300,738 | 0.1% |
| Berkshire Hathaway A(BRK/A) | COM | 084670108 | $45.5K | 270 | 0.1% |
| Zebra Technologies A(ZBRA) | COM | 989207105 | $45.0K | 1,035,236 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $43.0K | 664,908 | 0.1% |
| Donaldson Co., Inc.(DCI) | COM | 257651109 | $38.5K | 1,079,157 | 0.1% |
| Franklin Resources(BEN) | COM | 354613101 | $37.8K | 277,721 | 0.1% |
| Illinois Tool Works(ITW) | COM | 452308109 | $37.2K | 538,006 | 0.1% |
| Waters Corp.(WAT) | COM | 941848103 | $37.1K | 371,290 | 0.1% |
| Bed Bath and Beyond(BBBYEUR) | COM | 075896100 | $35.1K | 495,228 | 0.1% |
| Yum Brands(YUM) | COM | 988498101 | $33.0K | 475,987 | 0.1% |
| McGrath Rentcorp(MGRC) | COM | 580589109 | $30.6K | 897,096 | 0.0% |
| Loews Corp(L) | COM | 540424108 | $30.0K | 676,345 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $29.3K | 740,004 | 0.0% |
| Patterson Companies Inc.(PDCOEUR) | COM | 703395103 | $27.3K | 725,721 | 0.0% |
| Scbt Financial Corporation | COM | 78401V102 | $26.5K | 525,800 | 0.0% |
| Forward Air(FWRDUSD) | COM | 349853101 | $25.9K | 677,251 | 0.0% |
| Interpublic Group of Companies(IPG) | COM | 460690100 | $24.6K | 1,691,075 | 0.0% |
| Knight Transportation Inc. | COM | 499064103 | $24.2K | 1,436,005 | 0.0% |
| Flir Systems, Inc.(FLIR) | COM | 302445101 | $22.8K | 843,978 | 0.0% |
| Aqua America Inc | COM | 03836W103 | $22.7K | 725,333 | 0.0% |
| Graco(GGG) | COM | 384109104 | $22.4K | 354,421 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $22.3K | 199,915 | 0.0% |
| Home Bancshares, Inc.(HOMB) | COM | 436893200 | $21.5K | 826,700 | 0.0% |
| TCF Financial | COM | 872275102 | $20.0K | 1,410,831 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $18.0K | 483,300 | 0.0% |
| VCA Antech, Inc. | COM | 918194101 | $17.3K | 662,200 | 0.0% |
| Mohawk Industries(MHK) | COM | 608190104 | $17.1K | 151,799 | 0.0% |
| Protective Life Corp. | COM | 743674103 | $16.6K | 432,100 | 0.0% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $16.1K | 143,409 | 0.0% |
| Bank of the Ozarks, Inc. | COM | 063904106 | $15.1K | 348,535 | 0.0% |
| OneBeacon | COM | G67742109 | $14.5K | 1,002,343 | 0.0% |
| Arthur J Gallagher & Co.(AJG) | COM | 363576109 | $13.1K | 299,055 | 0.0% |
| Mattel Inc.(MAT) | COM | 577081102 | $12.4K | 273,709 | 0.0% |
| Pinnacle Financial Partners | COM | 72346Q104 | $12.0K | 465,575 | 0.0% |
| US Ecology, Inc. | COM | 91732J102 | $11.3K | 411,469 | 0.0% |
| Questar Corp | COM | 748356102 | $11.2K | 470,250 | 0.0% |
| Heartland Express(HTLD) | COM | 422347104 | $10.3K | 744,319 | 0.0% |
| Winthrop Realty Trust | COM | 976391300 | $10.1K | 839,593 | 0.0% |
| Biglari Holdings Inc. | COM | 08986R101 | $9.9K | 24,110 | 0.0% |