Q2 2019 Holdings
Filed 2019-08-08 | 64 holdings | $102.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $69.7M | 802,945 | 67.8% |
| AutoNation(AN) | COM | 05329W102 | $30.4M | 724,318 | 29.6% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $787.2K | 3,692,900 | 0.8% |
| Autozone(AZO) | COM | 053332102 | $352.0K | 320 | 0.3% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $275.4K | 1,291,853 | 0.3% |
| Corning(GLW) | COM | 219350105 | $254.0K | 7,650 | 0.2% |
| Conocophillips(COP) | COM | 20825C104 | $220.0K | 3,604 | 0.2% |
| Brookfield Asset Mgmt | COM | 112585104 | $101.6K | 2,126,050 | 0.1% |
| American Express(AXP) | COM | 025816109 | $64.2K | 520,319 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $60.7K | 369,610 | 0.1% |
| Wells Fargo(WFC) | COM | 949746101 | $55.7K | 1,177,555 | 0.1% |
| Alliance Data Sys(BFH) | COM | 018581108 | $55.3K | 394,299 | 0.1% |
| Suncor(SU) | COM | 867224107 | $49.6K | 1,590,265 | 0.0% |
| Price (T.Rowe)(TROW) | COM | 74144T108 | $49.0K | 446,504 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $48.7K | 1,829,769 | 0.0% |
| Hanesbrands(HN9) | COM | 410345102 | $44.8K | 2,599,924 | 0.0% |
| Cimpress NV | COM | 045290255 | $37.5K | 412,801 | 0.0% |
| US Bancorp(USB) | COM | 902973304 | $34.7K | 661,769 | 0.0% |
| Naspers Limited | COM | 631512100 | $33.3K | 688,595 | 0.0% |
| Ingredion(INGR) | COM | 457187102 | $32.9K | 398,963 | 0.0% |
| Spectrum Brands | COM | 84763R101 | $30.7K | 570,922 | 0.0% |
| Berkshire Hathaway(BRK/A) | COM | 084670108 | $30.2K | 95 | 0.0% |
| Alphabet Class C | COM | 38259P706 | $27.8K | 25,731 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $3.8K | 66,785 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $2.9K | 20,619 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $2.7K | 30,900 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $2.3K | 11,818 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.3K | 16,500 | 0.0% |
| Starbucks(SBUX) | COM | 855244109 | $2.2K | 26,700 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $998 | 27,625 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $921 | 6,872 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $835 | 4,532 | 0.0% |
| Markel(MKL) | COM | 570535104 | $817 | 750 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $696 | 1,311 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $672 | 2,295 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $588 | 7,730 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $518 | 2,530 | 0.0% |
| Walgreen Boots Alliance(WBA) | COM | 931427108 | $443 | 8,100 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $393 | 10,200 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $389 | 3,127 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $331 | 11,397 | 0.0% |
| Citizens Financial Group(CFG) | COM | 174610105 | $329 | 9,300 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $296 | 2,170 | 0.0% |
| Winnebago(WGO) | COM | 974637100 | $282 | 7,300 | 0.0% |
| Citigroup(C) | COM | 172967424 | $273 | 3,900 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $263 | 8,060 | 0.0% |
| Pembina Pipeline(PBA) | COM | 706327103 | $257 | 6,900 | 0.0% |
| Capital One Fin'l(COF) | COM | 14040H105 | $218 | 2,400 | 0.0% |
| Eventure Interactive(EVTI) | COM | 299765107 | $0 | 50,000 | 0.0% |