Q2 2013 Holdings
Filed 2013-08-12 | 20 holdings | $157.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The Howard Hughes Corp(HHC*) | Common Stock | 44267D107 | $13.4K | 119,489 | 8.5% |
| Wells Fargo & Co(WFC) | Common Stock | 949746101 | $13.3K | 322,621 | 8.5% |
| American Express Co.(AXP) | Common Stock | 025816109 | $12.4K | 166,505 | 7.9% |
| Microsoft Corporation(MSFT) | Common Stock | 594918104 | $10.2K | 296,430 | 6.5% |
| U.S. Bancorp(USB) | Common Stock | 902973304 | $9.4K | 261,387 | 6.0% |
| CBS Corporation Class B | Common Stock | 124857202 | $9.0K | 184,546 | 5.7% |
| Marriott International, Inc. Class A(MAR) | Common Stock | 571903202 | $8.8K | 216,780 | 5.6% |
| Sirius XM Radio Inc. | Common Stock | 82967N108 | $8.4K | 2,517,125 | 5.4% |
| News Corporation Class A | Common Stock | 65248E104 | $8.0K | 246,427 | 5.1% |
| Cabela's Incorporated Class A | Common Stock | 126804301 | $8.0K | 123,891 | 5.1% |
| Liberty Interactive ORD SHS Series | Common Stock | 53071M104 | $7.6K | 328,794 | 4.8% |
| Kraft Foods Group, Inc. | Common Stock | 50076Q106 | $7.2K | 129,168 | 4.6% |
| Intuit Inc(INTU) | Common Stock | 461202103 | $7.2K | 117,379 | 4.6% |
| Motorola Solutions Inc(MSI) | Common Stock | 620076307 | $7.0K | 120,950 | 4.4% |
| N V R Inc(NVR) | Common Stock | 62944T105 | $6.9K | 7,485 | 4.4% |
| Mastercard Incorporated Class A(MA) | Common Stock | 57636Q104 | $6.3K | 10,880 | 4.0% |
| Berkshire Hathaway Inc. Class B(BRK/B) | Common Stock | 084670702 | $4.8K | 43,155 | 3.1% |
| Fidelity National Finl | Common Stock | 31620R105 | $3.8K | 157,727 | 2.4% |
| Sears Hometown and Outlet Stores, Inc. | Common Stock | 812362101 | $3.4K | 78,842 | 2.2% |
| Krispy Kreme Doughnuts Inc | Common Stock | 501014104 | $1.8K | 100,690 | 1.1% |