Q4 2019 Holdings
Filed 2020-02-14 | 39 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $697.0M | 7,950,740 | 57.3% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $509.4M | 1,151,564 | 41.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.9M | 73,121 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $970.8K | 726,125 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $649.3K | 1,912 | 0.1% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $504.9K | 5,620,847 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $466.7K | 2,273,800 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $466.6K | 10,152,070 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $413.0K | 1,945 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $409.4K | 1,371,235 | 0.0% |
| The Charles Schwab Corporati(SCHW) | COM | 808513105 | $406.5K | 8,548,008 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $369.7K | 276,043 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $367.7K | 2,923,967 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $361.1K | 3,995,919 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $354.1K | 1,740,724 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $343.0K | 166,995 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $325.2K | 1,435,893 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $289.1K | 156,429 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $173.3K | 2,982,431 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $156.9K | 834,874 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $125.7K | 1,009,350 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $105.6K | 359,157 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $15.8K | 361,180 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $8.0K | 102,132 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.9K | 14,009 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $843 | 4,665 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $840 | 8,892 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $826 | 10,957 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $825 | 6,602 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $789 | 14,260 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $554 | 37,738 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $497 | 8,141 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $423 | 12,000 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $378 | 16,032 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $274 | 24,100 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $238 | 1,708 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $225 | 4,181 | 0.0% |
| Rimini STR Inc del(RMNI) | COM | 76674Q107 | $39 | 10,119 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $9 | 29,044 | 0.0% |