Q2 2013 Holdings
Filed 2013-08-08 | 135 holdings | $242.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax(KMX) | COM | 143130102 | $235.8M | 5,109,271 | 97.1% |
| Costco(COST) | COM | 22160K105 | $4.5M | 40,300 | 1.8% |
| Berkshire Hathaway, Inc.(BRK/A) | COM | 084670108 | $185.3K | 1,099 | 0.1% |
| Berkshire Hathaway Class B(BRK/B) | COM | 084670702 | $173.5K | 1,550,195 | 0.1% |
| Diageo PLC(DGED) | COM | 25243Q205 | $141.3K | 1,228,875 | 0.1% |
| Brookfield Asset Management | COM | 112585104 | $112.3K | 3,116,419 | 0.0% |
| Fairfax Financial Holdings Ltd(FRFHF) | COM | 303901102 | $109.0K | 279,459 | 0.0% |
| Disney(DIS) | COM | 254687106 | $96.6K | 1,528,935 | 0.0% |
| Walgreen | COM | 931422109 | $94.9K | 2,147,800 | 0.0% |
| Wal-Mart Stores(WMT) | COM | 931142103 | $82.7K | 1,109,622 | 0.0% |
| Exxon Corporation(XOM) | COM | 30231G102 | $76.4K | 845,683 | 0.0% |
| Home Depot(HD) | COM | 437076102 | $73.4K | 947,798 | 0.0% |
| United Parcel Service(UPS) | COM | 911312106 | $64.6K | 747,506 | 0.0% |
| W.P. Carey(WPC) | COM | 92936U109 | $63.1K | 953,400 | 0.0% |
| Federated Investors(FHI) | COM | 314211103 | $59.1K | 2,156,000 | 0.0% |
| Colfax Corporation | COM | 194014106 | $56.5K | 1,085,070 | 0.0% |
| General Electric | COM | 369604103 | $56.4K | 2,431,531 | 0.0% |
| Marriott International(MAR) | COM | 571903202 | $55.0K | 1,361,842 | 0.0% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $50.1K | 582,950 | 0.0% |
| Archer Daniels(ADM) | COM | 039483102 | $46.9K | 1,383,800 | 0.0% |
| RLI Corporation(RLI) | COM | 749607107 | $46.8K | 611,858 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $37.3K | 569,800 | 0.0% |
| Automatic Data Processing(ADP) | COM | 053015103 | $36.2K | 526,000 | 0.0% |
| Anheuser-Busch Inbev ADR(BUD) | COM | 03524A108 | $35.7K | 395,553 | 0.0% |
| Novo-Nordisk A/S(NVO) | COM | 670100205 | $34.9K | 225,100 | 0.0% |
| Union First Market Bankshares | COM | 90662P104 | $34.1K | 1,658,339 | 0.0% |
| General Dynamics(GD) | COM | 369550108 | $31.4K | 401,158 | 0.0% |
| Brown Forman Class A(BF/A) | COM | 115637100 | $28.8K | 425,640 | 0.0% |
| American Express(AXP) | COM | 025816109 | $27.5K | 367,936 | 0.0% |
| Teva Pharmaceuticals(TEVA) | COM | 881624209 | $27.4K | 699,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $26.7K | 772,600 | 0.0% |
| Lowes(LOW) | COM | 548661107 | $23.4K | 572,700 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $22.5K | 205,800 | 0.0% |
| Visa(V) | COM | 92826C839 | $21.9K | 119,600 | 0.0% |
| Charles Schwab(SCHW) | COM | 808513105 | $21.8K | 1,026,816 | 0.0% |
| Intel(INTC) | COM | 458140100 | $20.2K | 835,000 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $20.2K | 245,200 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $20.1K | 655,400 | 0.0% |
| International Game Technology | COM | 459902102 | $19.9K | 1,189,263 | 0.0% |
| Leucadia National Corp | COM | 527288104 | $18.8K | 716,933 | 0.0% |
| McDonalds(MCD) | COM | 580135101 | $18.8K | 189,462 | 0.0% |
| T.Rowe Price(TROW) | COM | 74144T108 | $18.3K | 250,500 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $16.9K | 243,905 | 0.0% |
| Investors Title Company(ITIC) | COM | 461804106 | $16.2K | 228,150 | 0.0% |
| Plum Creek Lumber MLP | COM | 729251108 | $15.2K | 325,300 | 0.0% |
| Carbo Ceramics Inc(CRREUR) | COM | 140781105 | $14.7K | 218,000 | 0.0% |
| National Oilwell(NOVEUR) | COM | 637071101 | $13.2K | 191,000 | 0.0% |
| Brown & Brown(BRO) | COM | 115236101 | $11.8K | 365,628 | 0.0% |
| Capital One(COF) | COM | 14040H105 | $11.8K | 187,400 | 0.0% |
| Liberty Media | COM | 531229102 | $10.8K | 85,000 | 0.0% |