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 |
|---|---|---|---|---|---|
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $493.2K | 2,215,460 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $693.3K | 346,141 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $913.6K | 2,855 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $996.5K | 825,570 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.0M | 842,906 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $4.8M | 20,253 | 0.3% |
| D R Horton Inc(DHI) | COM | 23331A109 | $29.5M | 700,000 | 1.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $49.4M | 300,000 | 3.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $111.8M | 7,612,894 | 7.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $476.0M | 1,086,536 | 30.6% |
| Carmax Inc(KMX) | COM | 143130102 | $876.8M | 11,742,799 | 56.3% |