Q2 2020 Holdings
Filed 2020-08-14 | 37 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $602.6M | 6,729,480 | 54.0% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $505.4M | 1,206,213 | 45.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.6M | 79,562 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $726.8K | 514,126 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $586.7K | 2,968,852 | 0.1% |
| Facebook Inc Cl A(META) | CL A | 30303M102 | $520.5K | 2,292,319 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $422.9K | 1,433,955 | 0.0% |
| Alibaba Group Sh ADR(BABA) | SPONSORED ADS | 01609W102 | $420.0K | 1,945 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $415.4K | 1,978,002 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $387.6K | 6,827,455 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $356.0K | 4,198,002 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $351.9K | 248,183 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $331.8K | 9,835,466 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $324.4K | 10,228,970 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $318.2K | 115,343 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $313.8K | 2,814,237 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $295.1K | 997,928 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $276.7K | 2,232,097 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $274.8K | 1,028 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $197.4K | 1,105,900 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $119.7K | 979,772 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $107.9K | 558,702 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $10.2K | 348,113 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $7.8K | 102,132 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.1K | 10,833 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $722 | 12,000 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $615 | 5,144 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $568 | 3,360 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $532 | 6,686 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $471 | 10,550 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $427 | 7,868 | 0.0% |
| Sailpoint Technologies Holding | COM | 78781P105 | $388 | 14,663 | 0.0% |
| Fiat Chrysler Automobiles NV s | SHS | N31738102 | $387 | 37,777 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $385 | 20,845 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $197 | 24,100 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $178 | 14,674 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $50 | 18,989 | 0.0% |