Q4 2019 Holdings
Filed 2020-02-10 | 65 holdings | $68.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $65.1M | 742,000 | 95.3% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $940.1K | 4,150,700 | 1.4% |
| AutoNation(AN) | COM | 05329W102 | $709.0K | 14,580 | 1.0% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $308.6K | 1,362,305 | 0.5% |
| Bausch Health(BHC) | COM | 071734107 | $239.0K | 7,984 | 0.4% |
| Conocophillips(COP) | COM | 20825C104 | $221.0K | 3,404 | 0.3% |
| Brookfield Asset Mgmt | COM | 112585104 | $114.3K | 1,977,915 | 0.2% |
| LKQ Corp(LKQ) | COM | 501889208 | $61.6K | 1,726,034 | 0.1% |
| Wells Fargo(WFC) | COM | 949746101 | $59.7K | 1,109,199 | 0.1% |
| Alphabet Class C | COM | 38259P706 | $59.3K | 44,373 | 0.1% |
| Suncor(SU) | COM | 867224107 | $55.6K | 1,695,669 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $52.5K | 347,078 | 0.1% |
| Price (T.Rowe)(TROW) | COM | 74144T108 | $50.5K | 414,820 | 0.1% |
| American Express(AXP) | COM | 025816109 | $42.6K | 342,184 | 0.1% |
| Hanesbrands(HN9) | COM | 410345102 | $41.9K | 2,821,863 | 0.1% |
| Alliance Data Sys(BFH) | COM | 018581108 | $41.8K | 372,765 | 0.1% |
| US Bancorp(USB) | COM | 902973304 | $36.1K | 608,679 | 0.1% |
| Cimpress NV | COM | 045290255 | $34.9K | 277,465 | 0.1% |
| Ingredion(INGR) | COM | 457187102 | $33.5K | 360,707 | 0.0% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $31.9K | 94 | 0.0% |
| Prosus(PROSY) | COM | 74365P108 | $28.2K | 1,885,863 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $3.5K | 56,385 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $2.9K | 9,895 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $2.0K | 14,050 | 0.0% |
| Spectrum Brands | COM | 84763R101 | $1.8K | 27,379 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 7,800 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $1.1K | 4,487 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $1.1K | 28,190 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $1.0K | 6,412 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $845 | 10,300 | 0.0% |
| Markel(MKL) | COM | 570535104 | $806 | 705 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $775 | 1,291 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $582 | 2,530 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $452 | 1,405 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $448 | 5,080 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $436 | 10,200 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $402 | 11,406 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $320 | 2,170 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $317 | 2,627 | 0.0% |
| Citigroup(C) | COM | 172967424 | $312 | 3,900 | 0.0% |
| Citizens Financial Group(CFG) | COM | 174610105 | $296 | 7,300 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $289 | 7,810 | 0.0% |
| Winnebago(WGO) | COM | 974637100 | $260 | 4,900 | 0.0% |
| Pembina Pipeline(PBA) | COM | 706327103 | $256 | 6,900 | 0.0% |
| Capital One Fin'l(COF) | COM | 14040H105 | $247 | 2,400 | 0.0% |
| Amazon Com(AMZN) | COM | 023135106 | $213 | 115 | 0.0% |
| Eventure Interactive(EVTI) | COM | 299765107 | $0 | 50,000 | 0.0% |