Q4 2019 Holdings
Filed 2020-02-07 | 30 holdings | $92.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $9.5K | 42,033 | 10.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.9K | 75,423 | 7.5% |
| KKR & Co LP | COM UNITS | 48248M102 | $6.7K | 229,215 | 7.2% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $6.3K | 33,285 | 6.7% |
| Gartner Inc(IT) | COM | 366651107 | $5.5K | 35,619 | 5.9% |
| Charter Communications Inc | COM | 16117M305 | $5.4K | 11,168 | 5.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.2K | 82,947 | 5.6% |
| Copart Inc(CPRT) | COM | 217204106 | $4.9K | 54,331 | 5.3% |
| Walt Disney Co(DIS) | COM | 254687106 | $3.9K | 26,900 | 4.2% |
| Viad Corp(PRSU) | COM | 92552R406 | $3.8K | 56,311 | 4.1% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.8K | 2,842 | 4.1% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $3.8K | 2,811 | 4.1% |
| Facebook Inc(META) | CL A | 30303M102 | $3.6K | 17,299 | 3.8% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $3.3K | 30,350 | 3.5% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $3.3K | 68,413 | 3.5% |
| Wix.com LTD(WIX) | SHS | M98068105 | $2.5K | 20,781 | 2.7% |
| Apollo Global Management | CL A SHS | 037612306 | $2.3K | 47,911 | 2.5% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.3K | 1,111 | 2.5% |
| Dollar General Corp(DG) | COM | 256677105 | $2.0K | 12,922 | 2.2% |
| American Tower Corp(AMT) | COM | 03027X100 | $1.7K | 7,500 | 1.9% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $1.2K | 28,800 | 1.3% |
| Fiserv Inc(FISV) | COM | 337738108 | $1.0K | 9,000 | 1.1% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $786 | 11,000 | 0.8% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $651 | 25,899 | 0.7% |
| Celanese Corp(CE) | COM SER A | 150870103 | $625 | 5,079 | 0.7% |
| Liveramp Holdings Inc(RAMP) | COM | 53815P108 | $471 | 9,790 | 0.5% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $437 | 79,374 | 0.5% |
| Enterprise Products Partners(EPD) | COM | 293792107 | $379 | 13,460 | 0.4% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $244 | 1,017 | 0.3% |
| Contango Oil & Gas(MCF1EUR) | COM NEW | 21075N204 | $149 | 40,612 | 0.2% |