Q4 2020 Holdings
Filed 2021-02-16 | 38 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 | $618.6M | 6,548,997 | 52.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $554.7M | 1,602,519 | 46.8% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.2M | 78,084 | 0.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $729.5K | 6,689,879 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $644.4K | 1,837,617 | 0.1% |
| Facebook Inc Cl A(META) | CL A | 30303M102 | $606.4K | 2,219,897 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $562.8K | 1,936,727 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $501.5K | 2,767,727 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $495.1K | 9,334,460 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $450.1K | 10,566,059 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $434.1K | 3,983,647 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $404.8K | 1,792,809 | 0.0% |
| Intercontinental Exchange Inc.(ICE) | COM | 45866F104 | $400.0K | 3,469,593 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $382.7K | 218,462 | 0.0% |
| Netflix Com Inc(NFLX) | COM | 64110L106 | $379.3K | 701,374 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $377.8K | 215,578 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $346.1K | 995 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $342.6K | 959,770 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $330.8K | 2,088,860 | 0.0% |
| Fidelity Natl Info Svcs Inc(FIS) | COM | 31620M106 | $275.0K | 1,944,162 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $243.1K | 1,048,522 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $152.1K | 965,195 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $113.9K | 520,855 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $12.8K | 336,401 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $9.7K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.2K | 685 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.5K | 10,833 | 0.0% |
| Fiat Chrysler Automobiles NV s | SHS | N31738102 | $759 | 41,951 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $679 | 21,317 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $452 | 3,246 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $428 | 2,057 | 0.0% |
| Equitable Holdings Inc(EQH) | COM | 29452E101 | $380 | 14,861 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $314 | 3,766 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $305 | 5,559 | 0.0% |
| Edison Intl(EIX) | COM | 281020107 | $213 | 3,385 | 0.0% |
| Progressive Corp(PGR) | COM | 743315103 | $205 | 2,076 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $158 | 11,972 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $86 | 24,100 | 0.0% |