Q3 2021 Holdings
Filed 2021-11-15 | 33 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $915.4M | 7,154,140 | 53.8% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $772.6M | 1,320,091 | 45.4% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.6M | 69,060 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $923.5K | 2,720,959 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $789.5K | 7,070,792 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $743.0K | 1,901,471 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $679.0K | 1,821,413 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $631.3K | 8,666,573 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $608.2K | 2,380,289 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $570.8K | 8,042,228 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $551.0K | 206,086 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $521.8K | 195,782 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $521.8K | 10,149,692 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $509.0K | 3,435 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $483.8K | 792,685 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $479.4K | 2,833,691 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $474.4K | 2,746,911 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $404.5K | 3,523,196 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $398.3K | 3,004,992 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $303.6K | 738 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $155.9K | 926,147 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $128.2K | 469,558 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $47.6K | 1,010,851 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $12.2K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.2K | 660 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.9K | 10,833 | 0.0% |
| Equitable Hldgs Inc(EQH) | COM | 29452E101 | $918 | 30,959 | 0.0% |
| Stellantis N.v(STLA) | SHS | N82405106 | $737 | 38,582 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $561 | 17,719 | 0.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $456 | 22,200 | 0.0% |
| Rimini STR Inc del(RMNI) | COM | 76674Q107 | $216 | 22,388 | 0.0% |
| Primerica Inc(PRI) | COM | 74164M108 | $215 | 1,400 | 0.0% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $196 | 15,918 | 0.0% |