Q1 2021 Holdings
Filed 2021-05-17 | 37 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $903.9M | 6,813,324 | 60.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $583.9M | 1,620,775 | 38.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.3M | 71,523 | 0.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $795.0K | 3,505 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $741.3K | 2,516,818 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $700.3K | 5,920,645 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $699.2K | 1,879,149 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $595.6K | 9,138,218 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $502.9K | 3,890,293 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $502.7K | 2,724,559 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $469.7K | 5,325,143 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $452.2K | 10,444,692 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $442.4K | 213,877 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $436.3K | 211,518 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $433.4K | 1,435,782 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $422.3K | 2,812,608 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $420.6K | 1,171,845 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $415.2K | 1,319,033 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $382.4K | 3,424,133 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $362.1K | 694,109 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $310.9K | 806 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $269.3K | 1,915,276 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $179.3K | 503,701 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $158.7K | 621,299 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $138.4K | 953,528 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $77.0K | 363,886 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $12.6K | 329,268 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $11.0K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.1K | 677 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $2.1K | 10,833 | 0.0% |
| Equitable Hldgs Inc(EQH) | COM | 29452E101 | $1.0K | 31,259 | 0.0% |
| Stellantis N.v(STLA) | SHS | N82405106 | $858 | 48,219 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $609 | 20,802 | 0.0% |
| Primerica Inc(PRI) | COM | 74164M108 | $207 | 1,400 | 0.0% |
| International MNY Express in(IMXI) | COM | 46005L101 | $169 | 11,262 | 0.0% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $156 | 11,972 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $44 | 24,100 | 0.0% |