Q4 2021 Holdings
Filed 2022-02-14 | 34 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 | $907.6M | 6,969,289 | 59.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $614.5M | 893,551 | 40.0% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $4.2M | 48,792 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $939.4K | 1,870,694 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $889.7K | 2,645,047 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $839.8K | 6,980,632 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $820.5K | 1,770,040 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $724.5K | 7,778,137 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $713.4K | 8,483,310 | 0.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $631.7K | 9,988,209 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $608.5K | 210,039 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $599.2K | 3,154,288 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $543.3K | 187,748 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $479.1K | 3,503,015 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $467.0K | 775,105 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $437.1K | 2,713,453 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $434.7K | 2,806,430 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $409.0K | 2,937,602 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $406.0K | 3,415 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $269.0K | 597 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $153.1K | 512,010 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $139.0K | 863,587 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $62.0K | 1,045,187 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $13.7K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.2K | 660 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $2.0K | 10,833 | 0.0% |
| Sendas Distribuidora S A(ASAIY) | SPON ADS | 81689T104 | $1.1K | 96,525 | 0.0% |
| Equitable Hldgs Inc(EQH) | COM | 29452E101 | $1.0K | 30,959 | 0.0% |
| Stellantis N.v(STLA) | SHS | N82405106 | $728 | 38,807 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $468 | 17,719 | 0.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $324 | 22,200 | 0.0% |
| Primerica Inc(PRI) | COM | 74164M108 | $215 | 1,400 | 0.0% |
| Rimini STR Inc del(RMNI) | COM | 76674Q107 | $166 | 27,769 | 0.0% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $147 | 15,918 | 0.0% |