Q4 2018 Holdings
Filed 2019-02-07 | 69 holdings | $84.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $52.5M | 837,180 | 62.0% |
| AutoNation(AN) | COM | 05329W102 | $27.1M | 759,187 | 32.0% |
| Autozone(AZO) | COM | 053332102 | $2.8M | 3,328 | 3.3% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $737.7K | 3,612,900 | 0.9% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $255.9K | 1,253,301 | 0.3% |
| Corning(GLW) | COM | 219350105 | $231.0K | 7,650 | 0.3% |
| Conocophillips(COP) | COM | 20825C104 | $225.0K | 3,604 | 0.3% |
| Brookfield Asset Mgmt | COM | 112585104 | $88.5K | 2,306,435 | 0.1% |
| Wells Fargo(WFC) | COM | 949746101 | $54.4K | 1,180,650 | 0.1% |
| American Express(AXP) | COM | 025816109 | $53.3K | 559,574 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $50.6K | 313,479 | 0.1% |
| Suncor(SU) | COM | 867224107 | $47.0K | 1,681,876 | 0.1% |
| Qualcomm(QCOM) | COM | 747525103 | $45.7K | 802,777 | 0.1% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $44.7K | 146 | 0.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $44.7K | 1,882,596 | 0.1% |
| Price (T.Rowe)(TROW) | COM | 74144T108 | $42.7K | 462,976 | 0.1% |
| Cimpress NV | COM | 045290255 | $41.1K | 397,447 | 0.0% |
| Ingredion(INGR) | COM | 457187102 | $39.0K | 426,695 | 0.0% |
| Alliance Data Sys(BFH) | COM | 018581108 | $38.0K | 253,452 | 0.0% |
| Hanesbrands(HN9) | COM | 410345102 | $33.5K | 2,674,960 | 0.0% |
| Walgreen Boots Alliance(WBA) | COM | 931427108 | $31.4K | 459,058 | 0.0% |
| Naspers Limited | COM | 631512100 | $28.6K | 722,468 | 0.0% |
| Spectrum Brands | COM | 84763R101 | $25.2K | 596,762 | 0.0% |
| IBM(IBM) | COM | 459200101 | $23.1K | 202,910 | 0.0% |
| US Bancorp(USB) | COM | 902973304 | $22.7K | 496,502 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $4.8K | 84,985 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.9K | 39,850 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $2.6K | 49,630 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $2.5K | 37,600 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $2.1K | 13,284 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.0K | 15,200 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $1.9K | 17,700 | 0.0% |
| Starbucks(SBUX) | COM | 855244109 | $1.9K | 29,500 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $899 | 4,620 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $870 | 8,567 | 0.0% |
| Markel(MKL) | COM | 570535104 | $664 | 640 | 0.0% |
| Chipotle Mexican Grill(CMG) | COM | 169656105 | $615 | 1,425 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $601 | 1,023 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $594 | 23,325 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $389 | 2,330 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $373 | 11,200 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $340 | 3,127 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $297 | 1,190 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $281 | 11,394 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $276 | 2,170 | 0.0% |
| Citizens Financial Group(CFG) | COM | 174610105 | $253 | 8,500 | 0.0% |
| Amazon Com(AMZN) | COM | 023135106 | $225 | 150 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $211 | 2,453 | 0.0% |
| Pembina Pipeline(PBA) | COM | 706327103 | $205 | 6,900 | 0.0% |
| Citigroup(C) | COM | 172967424 | $203 | 3,900 | 0.0% |