Q3 2019 Holdings
Filed 2019-11-06 | 65 holdings | $71.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $67.3M | 764,305 | 94.6% |
| AutoNation(AN) | COM | 05329W102 | $1.8M | 34,865 | 2.5% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $782.7K | 3,762,500 | 1.1% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $287.7K | 1,382,853 | 0.4% |
| Autozone(AZO) | COM | 053332102 | $228.0K | 210 | 0.3% |
| Brookfield Asset Mgmt | COM | 112585104 | $108.1K | 2,035,492 | 0.2% |
| Wells Fargo(WFC) | COM | 949746101 | $57.5K | 1,140,271 | 0.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $55.4K | 1,761,099 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $51.5K | 354,120 | 0.1% |
| Suncor(SU) | COM | 867224107 | $50.6K | 1,603,792 | 0.1% |
| Alliance Data Sys(BFH) | COM | 018581108 | $49.8K | 388,835 | 0.1% |
| Price (T.Rowe)(TROW) | COM | 74144T108 | $48.5K | 424,668 | 0.1% |
| Cimpress NV | COM | 045290255 | $44.3K | 336,057 | 0.1% |
| Hanesbrands(HN9) | COM | 410345102 | $42.0K | 2,741,867 | 0.1% |
| American Express(AXP) | COM | 025816109 | $41.3K | 348,797 | 0.1% |
| US Bancorp(USB) | COM | 902973304 | $35.5K | 642,216 | 0.1% |
| Alphabet Class C | COM | 38259P706 | $31.4K | 25,757 | 0.0% |
| Ingredion(INGR) | COM | 457187102 | $30.8K | 376,834 | 0.0% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $29.3K | 94 | 0.0% |
| Spectrum Brands | COM | 84763R101 | $29.2K | 553,493 | 0.0% |
| Naspers Limited | COM | 631512100 | $19.6K | 654,803 | 0.0% |
| Prosus(PROSY) | COM | 74365P108 | $9.6K | 654,613 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $3.7K | 61,685 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $2.7K | 20,650 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $2.2K | 9,930 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.1K | 16,300 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $1.0K | 10,600 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $879 | 6,322 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $870 | 4,494 | 0.0% |
| Markel(MKL) | COM | 570535104 | $833 | 705 | 0.0% |
| Starbucks(SBUX) | COM | 855244109 | $760 | 8,600 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $708 | 1,261 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $706 | 27,770 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $524 | 2,530 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $518 | 6,785 | 0.0% |
| Walgreen Boots Alliance(WBA) | COM | 931427108 | $420 | 7,590 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $417 | 1,405 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $394 | 10,200 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $371 | 3,127 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $333 | 11,403 | 0.0% |
| Citizens Financial Group(CFG) | COM | 174610105 | $329 | 9,300 | 0.0% |
| Winnebago(WGO) | COM | 974637100 | $280 | 7,300 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $274 | 2,170 | 0.0% |
| Citigroup(C) | COM | 172967424 | $269 | 3,900 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $263 | 8,060 | 0.0% |
| Pembina Pipeline(PBA) | COM | 706327103 | $256 | 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% |