Q3 2020 Holdings
Filed 2020-11-16 | 35 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 | $604.6M | 6,578,390 | 57.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $437.3M | 1,291,276 | 41.6% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $2.6M | 79,461 | 0.2% |
| Wayfair Inc(W) | CL A | 94419L101 | $679.6K | 2,335,414 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $673.2K | 458,102 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $590.8K | 2,255,668 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $575.5K | 1,846,017 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $547.1K | 6,748,099 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $403.3K | 1,948,767 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $383.7K | 10,579,595 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $382.6K | 4,123,907 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $348.6K | 3,484,355 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $348.0K | 9,606,264 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $346.5K | 2,792,692 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $336.7K | 995,537 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $321.0K | 1,003 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $316.3K | 215,800 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $312.6K | 2,188,128 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $287.1K | 1,950,190 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $233.6K | 1,097,045 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $137.5K | 969,746 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $106.1K | 530,691 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $11.3K | 337,775 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $9.2K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.2K | 692 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.1K | 10,833 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $476 | 38,992 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $451 | 3,246 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $410 | 21,317 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $405 | 2,057 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $308 | 3,766 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $274 | 5,559 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $136 | 12,272 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $124 | 24,100 | 0.0% |
| Waitr Hldgs Inc | COM | 930752100 | $39 | 11,981 | 0.0% |