Q4 2013 Holdings
Filed 2014-02-14 | 25 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crimson Wine Group Ltd(CWGL) | COM | 22662X100 | $2.0M | 224,081 | 59.7% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $132.4K | 2,916,893 | 4.0% |
| Arch Capital Group Ltd(ACGL) | COM | G0450A105 | $123.7K | 2,072,719 | 3.7% |
| Moody's Corp.(MCO) | COM | 615369105 | $103.7K | 1,321,961 | 3.1% |
| Brown & Brown, Inc.(BRO) | COM | 115236101 | $99.7K | 3,176,074 | 3.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $86.0K | 485,103 | 2.6% |
| Yum! Brands Inc(YUM) | COM | 988498101 | $83.5K | 1,104,429 | 2.5% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $77.4K | 2,092,528 | 2.3% |
| Leucadia National Corporation | COM | 527288104 | $64.0K | 2,259,355 | 1.9% |
| US Bancorp(USB) | COM | 902973304 | $60.9K | 1,507,963 | 1.8% |
| NVR Inc.(NVR) | COM | 62944T105 | $50.0K | 48,723 | 1.5% |
| Expeditors International of Wa(EXPD) | COM | 302130109 | $47.6K | 1,074,945 | 1.4% |
| Martin Marietta Materials(MLM) | COM | 573284106 | $46.6K | 466,651 | 1.4% |
| Mastercard Inc Class A(MA) | COM | 57636Q104 | $46.1K | 55,214 | 1.4% |
| Allied World Assurance Co Hldg | COM | H01531104 | $44.5K | 394,865 | 1.3% |
| Deere & Co.(DE) | COM | 244199105 | $41.0K | 448,513 | 1.2% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $40.1K | 648,727 | 1.2% |
| Fastenal Co(FAST) | COM | 311900104 | $36.1K | 759,350 | 1.1% |
| C.H. Robinson Worldwide Inc.(CHRW) | COM | 12541W209 | $34.9K | 598,290 | 1.1% |
| Berkshire Hathaway Class B(BRK/B) | COM | 084670702 | $33.8K | 285,266 | 1.0% |
| Union Pacific Corporation(UNP) | COM | 907818108 | $25.9K | 154,247 | 0.8% |
| Berkshire Hathaway Class A(BRK/A) | COM | 084670108 | $20.1K | 113 | 0.6% |
| Visa Inc Cl A(V) | COM | 92826C839 | $17.0K | 76,395 | 0.5% |
| Waters Corp(WAT) | COM | 941848103 | $14.9K | 148,695 | 0.4% |
| Mc Donald's Corporation(MCD) | COM | 580135101 | $9.0K | 93,012 | 0.3% |