Q3 2015 Holdings
Filed 2015-11-16 | 8 holdings | $211.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $107.0M | 1,804,331 | 50.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $104.1M | 528,749 | 49.1% |
| L Brands Inc | COM | 501797104 | $238.9K | 2,651,000 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $120.5K | 885,000 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $110.1K | 2,788,553 | 0.1% |
| AON PLC(AON) | SHS CL A | G0408V102 | $88.6K | 1,000,000 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $75.5K | 547,000 | 0.0% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $66.5K | 625,657 | 0.0% |