Q2 2017 Holdings
Filed 2017-08-14 | 70 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Waters Corp(WAT) | COM | 941848103 | $328.9K | 1,788,992 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $349.7K | 1,598,775 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $352.9K | 8,214,679 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $373.8K | 2,207,099 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $389.2K | 402,054 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $402.0K | 442,342 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $417.8K | 449,397 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $470.0K | 3,335 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $541.1K | 14,777,202 | 0.1% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $573.8K | 8,849,888 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $580.5K | 4,779,519 | 0.1% |
| TJX COS Inc New(TJX) | COM | 872540109 | $663.1K | 9,188,711 | 0.1% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $821.0K | 25,177 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $937.3K | 3,680 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.7M | 23,300 | 0.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $6.0M | 40,144 | 0.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $15.7M | 455,000 | 1.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $82.9M | 5,408,465 | 8.0% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $277.6M | 1,079,755 | 26.8% |
| Carmax Inc(KMX) | COM | 143130102 | $640.0M | 10,149,416 | 61.7% |