Q3 2018 Holdings
Filed 2018-11-14 | 61 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $876.8M | 11,742,799 | 56.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $476.0M | 1,086,536 | 30.6% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $111.8M | 7,612,894 | 7.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $49.4M | 300,000 | 3.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $29.5M | 700,000 | 1.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $4.8M | 20,253 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.0M | 842,906 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $996.5K | 825,570 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $913.6K | 2,855 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $693.3K | 346,141 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $493.2K | 2,215,460 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $480.1K | 6,275,926 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $468.5K | 12,597,531 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $465.1K | 2,827,809 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $429.8K | 24,545,223 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $401.5K | 8,169,765 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $339.2K | 3,028,362 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $338.5K | 170,604 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $297.6K | 1,389,778 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $292.3K | 3,466,789 | 0.0% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $292.0K | 5,248 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $272.8K | 4,005,068 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $243.3K | 1,621,223 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $239.1K | 1,363,721 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $225.7K | 8,651,287 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $217.7K | 4,142,016 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $95.3K | 1,129,707 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $75.4K | 1,805,008 | 0.0% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $74.6K | 4,000,000 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $56.7K | 2,000,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $45.7K | 200,000 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $29.9K | 910,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $26.2K | 200,000 | 0.0% |
| Meritage Homes Corp(MTH) | COM | 59001A102 | $20.3K | 508,200 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $19.3K | 713,000 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $12.8K | 359,083 | 0.0% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $8.7K | 616,883 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $8.0K | 109,267 | 0.0% |
| Netshoes Cayman LTD | COM | G6455X107 | $6.6K | 2,813,166 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $4.5K | 13,087 | 0.0% |
| SPS Comm Inc(SPSC) | COM | 78463M107 | $3.5K | 35,000 | 0.0% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $2.8K | 22,944 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $2.1K | 12,720 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $2.0K | 29,165 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $1.8K | 9,316 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.7K | 36,630 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.5K | 17,760 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $1.5K | 13,751 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.4K | 6,421 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.2K | 17,051 | 0.0% |