Q1 2019 Holdings
Filed 2019-05-15 | 51 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $800.4M | 11,467,735 | 47.7% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $494.0M | 1,093,002 | 29.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $218.0M | 1,195,000 | 13.0% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $115.7M | 8,673,480 | 6.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $15.7M | 380,000 | 0.9% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $14.2M | 354,437 | 0.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $12.2M | 353,582 | 0.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $965.4K | 820,306 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $890.5K | 758,939 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $705.0K | 2,911 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $684.4K | 2,272 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $575.3K | 323,048 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $484.6K | 6,444,789 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $474.3K | 2,014,297 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $433.3K | 12,362,737 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $416.6K | 28,055,735 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $378.5K | 8,852,162 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $356.6K | 2,139,400 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $311.4K | 178,478 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $297.6K | 4,015,068 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $292.2K | 3,185,544 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $284.3K | 1,415,348 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $247.6K | 8,213,319 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $232.3K | 1,487,309 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $178.8K | 1,417,710 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $95.5K | 1,042,121 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $93.7K | 2,730,000 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $74.3K | 500,348 | 0.0% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $70.7K | 4,000,000 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $62.3K | 1,813,008 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $50.8K | 1,320,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $33.0K | 200,000 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $27.0K | 670,059 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $25.2K | 300,000 | 0.0% |
| RH(RH) | COM | 74967X103 | $22.1K | 215,000 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $17.1K | 713,000 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $13.0K | 380,907 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $11.5K | 400,000 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $7.8K | 102,132 | 0.0% |
| Cresud S A C I F Y A(CD8) | SPONSORED ADR | 226406106 | $7.5K | 643,373 | 0.0% |
| Netshoes Cayman LTD | COM | G6455X107 | $4.7K | 2,813,166 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $1.7K | 31,903 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $1.4K | 13,292 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $1.3K | 21,353 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.3K | 7,599 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $1.1K | 13,090 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 22,888 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $384 | 3,780 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $284 | 5,873 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $256 | 1,146 | 0.0% |