Q1 2019 Holdings
Filed 2019-05-14 | 31 holdings | $864.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accept Corp(CACC) | COM | 225310101 | $791.0K | 1,750 | 91.5% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $6.8K | 33,993 | 0.8% |
| KKR & Co LP | COM UNITS | 48248M102 | $5.0K | 212,815 | 0.6% |
| Gartner Inc(IT) | COM | 366651107 | $4.8K | 31,949 | 0.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $4.4K | 75,523 | 0.5% |
| Charter Communications Inc | COM | 16117M305 | $4.3K | 12,368 | 0.5% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $4.2K | 27,005 | 0.5% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $3.3K | 2,766 | 0.4% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.1K | 2,602 | 0.4% |
| Copart Inc(CPRT) | COM | 217204106 | $3.0K | 49,850 | 0.3% |
| Viad Corp(PRSU) | COM | 92552R406 | $3.0K | 53,126 | 0.3% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $2.9K | 68,198 | 0.3% |
| Wix.com LTD(WIX) | SHS | M98068105 | $2.9K | 24,081 | 0.3% |
| Celanese Corp(CE) | COM SER A | 150870103 | $2.8K | 28,744 | 0.3% |
| Dollar General Corp(DG) | COM | 256677105 | $2.7K | 23,022 | 0.3% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $2.4K | 23,280 | 0.3% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.4K | 1,364 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $2.3K | 13,552 | 0.3% |
| Servicemaster Global Holding | COM | 81761R109 | $2.2K | 48,033 | 0.3% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $1.7K | 50,013 | 0.2% |
| Walt Disney Co(DIS) | COM | 254687106 | $1.6K | 14,850 | 0.2% |
| Apollo Global Management | CL A SHS | 037612306 | $1.4K | 50,336 | 0.2% |
| American Tower Corp(AMT) | COM | 03027X100 | $1.2K | 6,000 | 0.1% |
| Fedex Corp(FDX) | COM | 31428X106 | $1.1K | 6,117 | 0.1% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $1.1K | 31,300 | 0.1% |
| Fiserv Inc(FISV) | COM | 337738108 | $795 | 9,000 | 0.1% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $699 | 11,000 | 0.1% |
| Liveramp Holdings Inc(RAMP) | COM | 53815P108 | $589 | 10,790 | 0.1% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $321 | 4,000 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $221 | 1,017 | 0.0% |
| Fiat Chrysler Automobiles | SHS | N31738102 | $149 | 10,000 | 0.0% |