Q1 2022 Holdings
Filed 2022-05-13 | 34 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 | $665.5M | 6,897,774 | 57.8% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $474.3M | 861,752 | 41.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.1M | 48,238 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $928.3K | 1,820,398 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $863.3K | 1,757,428 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $708.1K | 6,791,644 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $694.7K | 8,239,929 | 0.1% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $677.4K | 9,699,190 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $630.3K | 2,834,735 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $600.2K | 7,705,409 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $581.8K | 209,177 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $535.3K | 1,428,972 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $508.2K | 181,971 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $458.5K | 3,470,304 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $400.4K | 2,905,334 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $381.1K | 3,440,017 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $360.5K | 2,664,015 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $304.7K | 576 | 0.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $257.0K | 2,360 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $177.6K | 503,243 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $113.5K | 865,750 | 0.0% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $67.0K | 1,061,534 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $10.5K | 102,132 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.1K | 657 | 0.0% |
| Sendas Distribuidora S A(ASAIY) | SPON ADS | 81689T104 | $1.7K | 98,082 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.3K | 10,833 | 0.0% |
| Equitable Hldgs Inc(EQH) | COM | 29452E101 | $984 | 31,828 | 0.0% |
| Stellantis N.v(STLA) | SHS | N82405106 | $657 | 40,407 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $496 | 17,719 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $273 | 1,988 | 0.0% |
| Victory Cap Hldgs Inc(VCTR) | COM CL A | 92645B103 | $207 | 7,179 | 0.0% |
| Rimini STR Inc del(RMNI) | COM | 76674Q107 | $200 | 34,546 | 0.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $192 | 22,200 | 0.0% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $118 | 20,804 | 0.0% |