Q4 2018 Holdings
Filed 2019-02-14 | 57 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $729.5M | 11,628,794 | 51.0% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $412.9M | 1,081,450 | 28.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $158.3M | 1,155,000 | 11.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $94.5M | 8,663,480 | 6.6% |
| D R Horton Inc(DHI) | COM | 23331A109 | $16.6M | 480,000 | 1.2% |
| Appian Corp(APPN) | CL A | 03782L101 | $9.4M | 353,582 | 0.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $860.8K | 823,762 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $836.6K | 807,855 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $754.0K | 2,464 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $616.0K | 3,025 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $497.5K | 331,226 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $405.5K | 28,045,410 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $398.0K | 12,965,674 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $381.7K | 2,023,455 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $366.0K | 6,259,906 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $363.6K | 2,773,810 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $338.8K | 8,156,789 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $320.4K | 1,569,080 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $290.3K | 168,534 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $274.8K | 3,482,745 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $245.2K | 3,403,480 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $232.6K | 4,015,068 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $205.0K | 1,553,581 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $181.3K | 8,663,319 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $157.9K | 1,350,194 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $79.8K | 1,111,503 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $74.7K | 2,730,000 | 0.0% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $61.9K | 4,000,000 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $57.7K | 640,782 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $41.9K | 1,813,008 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $34.8K | 1,320,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $31.7K | 200,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $27.6K | 230,000 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $19.8K | 442,873 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $17.8K | 300,000 | 0.0% |
| Meritage Homes Corp(MTH) | COM | 59001A102 | $17.3K | 470,000 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $12.8K | 650,000 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $12.3K | 476,767 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $10.7K | 358,362 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $10.6K | 713,000 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $9.4K | 400,000 | 0.0% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $7.8K | 643,373 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $7.4K | 109,267 | 0.0% |
| Netshoes Cayman LTD | COM | G6455X107 | $4.2K | 2,813,166 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.6K | 33,130 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.5K | 16,260 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.5K | 10,720 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $1.4K | 25,365 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $1.0K | 17,051 | 0.0% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $978 | 13,090 | 0.0% |