Q1 2020 Holdings
Filed 2020-05-15 | 38 holdings | $798.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $493.3M | 9,164,102 | 61.8% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $298.2M | 1,166,223 | 37.4% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $989.0K | 80,881 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $740.4K | 636,694 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $406.0K | 2,004,363 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $397.5K | 11,822,806 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $378.0K | 1,945 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $370.3K | 2,219,818 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $353.1K | 1,416,053 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $336.3K | 4,242,763 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $316.4K | 272,260 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $313.3K | 1,152 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $298.1K | 1,234,124 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $276.5K | 5,173,101 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $269.8K | 200,562 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $266.4K | 9,782,200 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $249.8K | 2,256,252 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $237.6K | 1,299,426 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $227.8K | 116,851 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $145.6K | 3,047,431 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $116.6K | 723,672 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $105.7K | 987,473 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $9.0K | 349,870 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $6.8K | 102,132 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $826 | 10,833 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $594 | 5,399 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $565 | 7,063 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $499 | 3,541 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $497 | 11,226 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $486 | 12,000 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $461 | 8,410 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $335 | 20,845 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $273 | 37,956 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $261 | 3,539 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $222 | 14,613 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $192 | 24,100 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $64 | 12,176 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $37 | 29,919 | 0.0% |