Q2 2018 Holdings
Filed 2018-08-14 | 61 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $556.9K | 14,998,201 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $557.0K | 5,852,066 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $820.8K | 482,899 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $828.1K | 2,936 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $937.8K | 830,485 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $953.7K | 854,844 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $4.3M | 20,709 | 0.3% |
| D R Horton Inc(DHI) | COM | 23331A109 | $20.5M | 500,000 | 1.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $102.6M | 5,607,377 | 7.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $388.8M | 1,100,194 | 27.8% |
| Carmax Inc(KMX) | COM | 143130102 | $870.8M | 11,950,104 | 62.3% |