Q4 2018 Holdings
Filed 2019-01-11 | 119 holdings | $155.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Waters Corporation(WAT) | COM | 941848103 | $60.2K | 319,282 | 0.0% |
| Berkshire Hathaway Inc. A(BRK/A) | COM | 084670108 | $61.5K | 201 | 0.0% |
| Flir Systems, Inc.(FLIR) | COM | 302445101 | $62.2K | 1,428,791 | 0.0% |
| Air Products & Chemicals, Inc.(APD) | COM | 009158106 | $65.4K | 408,495 | 0.0% |
| EOG Resources, Inc.(EOG) | COM | 26875P101 | $66.5K | 762,466 | 0.0% |
| Brown & Brown, Inc.(BRO) | COM | 115236101 | $77.8K | 2,824,303 | 0.1% |
| Brookfield Asset Management In | COM | 112585104 | $78.4K | 2,043,203 | 0.1% |
| Stryker Corporation(SYK) | COM | 863667101 | $78.4K | 500,220 | 0.1% |
| Idex Corporation(IEX) | COM | 45167R104 | $88.5K | 700,605 | 0.1% |
| Markel Corporation(MKL) | COM | 570535104 | $90.6K | 87,280 | 0.1% |
| Ross Stores, Inc.(ROST) | COM | 778296103 | $127.9K | 1,537,205 | 0.1% |
| CDW Corporation(CDW) | COM | 12514G108 | $149.9K | 1,849,944 | 0.1% |
| Conmed Corp(CNMD) | COM | 207410101 | $455.0K | 7,087 | 0.3% |
| Boston Omaha Corporation(BOC) | COM | 101044105 | $4.3M | 182,740 | 2.8% |
| Casella Waste System Inc.(CWST) | COM | 147448104 | $5.5M | 191,942 | 3.5% |
| Cbiz, Inc.(CBZ) | COM | 124805102 | $10.3M | 524,230 | 6.6% |
| Angiodynamics, Inc.(ANGO) | COM | 03475V101 | $11.4M | 568,300 | 7.4% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $60.0M | 71,610 | 38.6% |
| CarMax, Inc.(KMX) | COM | 143130102 | $61.1M | 973,625 | 39.3% |