Q1 2018 Holdings
Filed 2018-05-02 | 69 holdings | $126.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $50.1M | 808,210 | 39.7% |
| Autozone(AZO) | COM | 053332102 | $41.2M | 63,583 | 32.7% |
| AutoNation(AN) | COM | 05329W102 | $32.7M | 699,854 | 25.9% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $583.5K | 2,925,200 | 0.5% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $238.8K | 1,197,262 | 0.2% |
| Corning(GLW) | COM | 219350105 | $231.0K | 8,299 | 0.2% |
| Conocophillips(COP) | COM | 20825C104 | $214.0K | 3,604 | 0.2% |
| Suncor(SU) | COM | 867224107 | $65.5K | 1,895,265 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $65.4K | 272,542 | 0.1% |
| Cimpress NV | COM | 045290255 | $63.6K | 411,317 | 0.1% |
| Brookfield Asset Mgmt | COM | 112585104 | $62.2K | 1,593,887 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $56.0K | 1,010,907 | 0.0% |
| American Express(AXP) | COM | 025816109 | $55.7K | 597,057 | 0.0% |
| Express Scripts | COM | 30219G108 | $54.9K | 794,013 | 0.0% |
| Wells Fargo(WFC) | COM | 949746101 | $54.7K | 1,042,774 | 0.0% |
| Ingredion(INGR) | COM | 457187102 | $54.4K | 421,876 | 0.0% |
| Alliance Data Sys(BFH) | COM | 018581108 | $52.7K | 247,398 | 0.0% |
| Hanesbrands(HN9) | COM | 410345102 | $49.6K | 2,692,407 | 0.0% |
| Spectrum Brands | COM | 84763R101 | $49.0K | 472,914 | 0.0% |
| Berkshire Hathaway(BRK/A) | COM | 084670108 | $44.0K | 147 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $40.7K | 125,897 | 0.0% |
| IBM(IBM) | COM | 459200101 | $37.7K | 245,602 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $37.3K | 982,057 | 0.0% |
| General Electric | COM | 369604103 | $25.2K | 1,870,398 | 0.0% |
| Walgreen Boots Alliance(WBA) | COM | 931427108 | $19.7K | 300,515 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $5.7K | 119,055 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $4.9K | 44,310 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $4.3K | 78,179 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.9K | 64,760 | 0.0% |
| US Bancorp(USB) | COM | 902973304 | $3.4K | 68,045 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $3.0K | 31,204 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $2.1K | 20,435 | 0.0% |
| Lab Corp of America | COM | 50540R409 | $1.7K | 10,792 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $1.6K | 9,324 | 0.0% |
| Biglari Holdings | COM | 08986R101 | $1.0K | 2,561 | 0.0% |
| Wyndham | COM | 98310W108 | $954 | 8,340 | 0.0% |
| Markel(MKL) | COM | 570535104 | $714 | 610 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $708 | 7,759 | 0.0% |
| Hanesbrands(HN9)Call | COM | 410345102 | $645 | 35,000 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $579 | 2,300 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $525 | 3,080 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $494 | 1,878 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $440 | 12,100 | 0.0% |
| Halliburton(HAL) | COM | 406216101 | $438 | 9,328 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $381 | 2,973 | 0.0% |
| Citizens Financial Group(CFG) | COM | 174610105 | $369 | 8,800 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $357 | 3,127 | 0.0% |
| Winnebago(WGO) | COM | 974637100 | $327 | 8,700 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $321 | 10,711 | 0.0% |
| Leucadia National | COM | 527288104 | $311 | 13,664 | 0.0% |