Q4 2013 Holdings
Filed 2014-02-11 | 132 holdings | $243.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax(KMX) | COM | 143130102 | $236.3M | 5,026,288 | 96.9% |
| Costco(COST) | COM | 22160K105 | $4.7M | 39,300 | 1.9% |
| Berkshire Hathaway, Inc.(BRK/A) | COM | 084670108 | $194.6K | 1,094 | 0.1% |
| Berkshire Hathaway Class B(BRK/B) | COM | 084670702 | $181.1K | 1,527,257 | 0.1% |
| Diageo PLC(DGED) | COM | 25243Q205 | $160.3K | 1,210,820 | 0.1% |
| Brookfield Asset Management | COM | 112585104 | $124.9K | 3,217,573 | 0.1% |
| Walgreen | COM | 931422109 | $123.4K | 2,147,450 | 0.1% |
| Disney(DIS) | COM | 254687106 | $115.2K | 1,508,500 | 0.0% |
| Fairfax Financial Holdings Ltd(FRFHF) | COM | 303901102 | $111.8K | 279,459 | 0.0% |
| Wal-Mart Stores(WMT) | COM | 931142103 | $88.9K | 1,130,000 | 0.0% |
| Exxon Corporation(XOM) | COM | 30231G102 | $88.8K | 877,266 | 0.0% |
| United Parcel Service(UPS) | COM | 911312106 | $77.3K | 735,800 | 0.0% |
| Home Depot(HD) | COM | 437076102 | $77.1K | 935,900 | 0.0% |
| General Electric | COM | 369604103 | $72.8K | 2,598,300 | 0.0% |
| Colfax Corporation | COM | 194014106 | $69.1K | 1,085,070 | 0.0% |
| Marriott International(MAR) | COM | 571903202 | $66.3K | 1,342,533 | 0.0% |
| Federated Investors(FHI) | COM | 314211103 | $62.1K | 2,155,700 | 0.0% |
| Archer Daniels(ADM) | COM | 039483102 | $60.1K | 1,383,800 | 0.0% |
| RLI Corporation(RLI) | COM | 749607107 | $58.6K | 601,260 | 0.0% |
| W.P. Carey(WPC) | COM | 92936U109 | $58.5K | 953,200 | 0.0% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $53.2K | 580,600 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $45.7K | 606,900 | 0.0% |
| Anheuser-Busch Inbev ADR(BUD) | COM | 03524A108 | $43.8K | 411,600 | 0.0% |
| Automatic Data Processing(ADP) | COM | 053015103 | $43.0K | 532,100 | 0.0% |
| Novo-Nordisk A/S(NVO) | COM | 670100205 | $40.9K | 221,200 | 0.0% |
| General Dynamics(GD) | COM | 369550108 | $38.1K | 398,400 | 0.0% |
| American Express(AXP) | COM | 025816109 | $32.0K | 352,500 | 0.0% |
| Brown Forman Class A(BF/A) | COM | 115637100 | $31.4K | 425,490 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $30.9K | 825,100 | 0.0% |
| Visa(V) | COM | 92826C839 | $30.4K | 136,600 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $28.8K | 205,700 | 0.0% |
| Teva Pharmaceuticals(TEVA) | COM | 881624209 | $28.1K | 699,900 | 0.0% |
| Lowes(LOW) | COM | 548661107 | $27.8K | 560,400 | 0.0% |
| Charles Schwab(SCHW) | COM | 808513105 | $26.0K | 999,700 | 0.0% |
| Intel(INTC) | COM | 458140100 | $25.9K | 998,700 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $24.5K | 641,500 | 0.0% |
| Caterpillar Inc(CAT) | COM | 149123101 | $22.0K | 242,000 | 0.0% |
| T.Rowe Price(TROW) | COM | 74144T108 | $21.0K | 250,500 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $20.3K | 241,200 | 0.0% |
| Liberty Media | COM | 531229102 | $19.6K | 134,000 | 0.0% |
| National Oilwell(NOVEUR) | COM | 637071101 | $19.2K | 242,000 | 0.0% |
| Blackrock Inc(BLKCHF) | COM | 09247X101 | $18.8K | 59,400 | 0.0% |
| International Game Technology | COM | 459902102 | $18.7K | 1,031,700 | 0.0% |
| McDonalds(MCD) | COM | 580135101 | $17.9K | 184,700 | 0.0% |
| Investors Title Company(ITIC) | COM | 461804106 | $17.5K | 216,100 | 0.0% |
| Schlumberger(SLB) | COM | 806857108 | $15.7K | 174,000 | 0.0% |
| Capital One(COF) | COM | 14040H105 | $14.4K | 187,400 | 0.0% |
| COM | 38259P508 | $14.0K | 12,500 | 0.0% | |
| Moody's Corp(MCO) | COM | 615369105 | $13.9K | 177,400 | 0.0% |
| Synalloy Corporation(ACNT) | COM | 871565107 | $12.1K | 785,343 | 0.0% |