Q3 2019 Holdings
Filed 2019-11-14 | 40 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $864.5M | 9,823,746 | 63.0% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $498.0M | 1,079,509 | 36.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.5M | 72,991 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $917.4K | 752,617 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $696.0K | 2,415 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $692.0K | 2,219 | 0.1% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $532.7K | 5,821,512 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $503.0K | 12,095,236 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $412.3K | 2,315,139 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $385.5K | 1,419,626 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $373.7K | 215,250 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $364.0K | 8,703,050 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $343.5K | 175,009 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $341.0K | 2,038 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $339.8K | 278,288 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $325.3K | 3,107,983 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $323.0K | 2,881,046 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $282.8K | 1,359,451 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $174.4K | 1,405,473 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $147.1K | 855,103 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $107.0K | 1,023,590 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $14.7K | 372,465 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $7.6K | 102,132 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $1.2K | 12,366 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $1.1K | 9,136 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $1.1K | 14,480 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $1.1K | 19,531 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.0K | 6,351 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $958 | 17,181 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $860 | 3,600 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $489 | 37,738 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $366 | 12,986 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $312 | 1,146 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $262 | 14,000 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $233 | 4,624 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $227 | 24,100 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $224 | 1,000 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $201 | 1,708 | 0.0% |
| Rimini STR Inc del(RMNI) | COM | 76674Q107 | $44 | 10,119 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $36 | 28,096 | 0.0% |