Q1 2018 Holdings
Filed 2018-05-15 | 59 holdings | $10.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $994.9K | 3,372 | 9.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $968.2K | 676,409 | 8.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $901.1K | 896,486 | 8.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $892.6K | 888,505 | 8.2% |
| Carmax Inc(KMX) | COM | 143130102 | $724.8K | 11,952,575 | 6.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $495.6K | 2,909,428 | 4.5% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $489.7K | 24,558,965 | 4.5% |
| TJX COS Inc New(TJX) | COM | 872540109 | $475.8K | 5,896,532 | 4.4% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $460.4K | 14,914,326 | 4.2% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $423.2K | 8,314,292 | 3.9% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $359.2K | 174,833 | 3.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $352.4K | 1,085,532 | 3.2% |
| Facebook Inc(META) | CL A | 30303M102 | $334.0K | 2,182,298 | 3.1% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $316.8K | 1,384,260 | 2.9% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $308.9K | 5,432,406 | 2.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $266.6K | 6,664,408 | 2.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $257.0K | 1,306,639 | 2.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $240.4K | 2,054,885 | 2.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $230.6K | 2,747,777 | 2.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $218.5K | 4,243,959 | 2.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $217.9K | 3,000,000 | 2.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $150.9K | 1,601,000 | 1.4% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $143.3K | 1,972,830 | 1.3% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $94.4K | 1,138,018 | 0.9% |
| Primerica Inc(PRI) | COM | 74164M108 | $90.3K | 932,205 | 0.8% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $78.6K | 4,007,377 | 0.7% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $78.0K | 4,000,000 | 0.7% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $74.8K | 963,627 | 0.7% |
| Wayfair Inc(W) | CL A | 94419L101 | $54.1K | 830,718 | 0.5% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $42.7K | 1,365,000 | 0.4% |
| JPMorgan Chase & Co | *W EXP 10/28/201 | 46634E114 | $40.6K | 600,000 | 0.4% |
| SPS Comm Inc(SPSC) | COM | 78463M107 | $18.3K | 295,000 | 0.2% |
| Meritage Homes Corp(MTH) | COM | 59001A102 | $16.4K | 368,900 | 0.2% |
| Irsa Inversiones Y REP S A(IRSUSD) | GLOBL DEP RCPT | 450047204 | $13.9K | 601,400 | 0.1% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $12.5K | 616,883 | 0.1% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $10.4K | 357,227 | 0.1% |
| Netshoes Cayman LTD | COM | G6455X107 | $10.4K | 1,677,447 | 0.1% |
| Secoo Hldg LTD | ADR | 81367P101 | $10.3K | 1,000,000 | 0.1% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $6.7K | 109,267 | 0.1% |
| Irsa Propiedades Comerciales | SPONSORED ADR | 463588103 | $4.5K | 100,000 | 0.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.8K | 20,805 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $3.4K | 14,002 | 0.0% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $2.1K | 24,534 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $2.1K | 10,455 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $1.9K | 38,852 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $1.9K | 30,165 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.8K | 13,720 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.8K | 7,056 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.6K | 37,630 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.4K | 17,760 | 0.0% |