Q3 2020 Holdings
Filed 2020-11-10 | 31 holdings | $95.5K | 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 | $8.2K | 38,461 | 8.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.0K | 31,476 | 7.3% |
| KKR & Co LP | COM UNITS | 48248M102 | $6.8K | 197,295 | 7.1% |
| Charter Communications Inc | COM | 16117M305 | $6.7K | 10,681 | 7.0% |
| Visa Inc-Class A Shares(V) | COM CL A | 92826C839 | $6.1K | 30,447 | 6.4% |
| Copart Inc(CPRT) | COM | 217204106 | $5.2K | 49,291 | 5.4% |
| Paypal Holdings Inc(PYPL) | COM | 70450Y103 | $4.9K | 24,919 | 5.1% |
| Facebook Inc(META) | CL A | 30303M102 | $4.8K | 18,352 | 5.0% |
| Wix.com LTD(WIX) | SHS | M98068105 | $4.1K | 15,990 | 4.3% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.8K | 2,606 | 4.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $3.7K | 52,588 | 3.9% |
| Gartner Inc(IT) | COM | 366651107 | $3.7K | 29,621 | 3.9% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $3.4K | 1,960 | 3.5% |
| Walt Disney Co(DIS) | COM | 254687106 | $3.2K | 26,001 | 3.4% |
| Alphabet Inc(GOOGL) | CL A | 02079K305 | $3.2K | 2,160 | 3.3% |
| Schwab (Charles) Corp(SCHW) | COM | 808513105 | $2.4K | 66,322 | 2.5% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $2.4K | 136,096 | 2.5% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $2.0K | 34,400 | 2.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $1.9K | 25,314 | 2.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $1.8K | 7,500 | 1.9% |
| Progressive Corp(PGR) | COM | 743315103 | $1.6K | 16,967 | 1.7% |
| NVR Inc(NVR) | COM | 62944T105 | $1.6K | 383 | 1.6% |
| Apollo Global Management(APOEUR) | CL A SHS | 03768E105 | $1.5K | 32,422 | 1.5% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $1.4K | 5,469 | 1.4% |
| IAC Ractivecorp | COM | 44891N109 | $1.2K | 9,966 | 1.2% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $705 | 47,429 | 0.7% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $603 | 54,365 | 0.6% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $564 | 9,860 | 0.6% |
| Lowes COS Inc(LOW) | COM | 548661107 | $526 | 3,170 | 0.6% |
| Fiserv Inc(FISV) | COM | 337738108 | $438 | 4,255 | 0.5% |
| AON PLC(AON) | SHS CL A | G0403H108 | $260 | 1,259 | 0.3% |