Q4 2020 Holdings
Filed 2021-02-03 | 68 holdings | $45.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $43.7M | 462,231 | 96.1% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $844.7K | 3,643,100 | 1.9% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $302.1K | 1,302,723 | 0.7% |
| Brookfield Asset Mgmt | COM | 112585104 | $100.4K | 2,432,957 | 0.2% |
| Alphabet Class C | COM | 38259P706 | $65.0K | 37,125 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $56.2K | 216,427 | 0.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $50.2K | 1,425,509 | 0.1% |
| Restaurant Brands(QSR) | COM | 76131D103 | $44.2K | 723,215 | 0.1% |
| Cimpress NV | COM | 045290255 | $35.9K | 408,909 | 0.1% |
| Hanesbrands(HN9) | COM | 410345102 | $34.9K | 2,395,353 | 0.1% |
| Advance Auto Parts(AAP) | COM | 00751Y106 | $29.2K | 185,456 | 0.1% |
| Wells Fargo(WFC) | COM | 949746101 | $26.9K | 890,545 | 0.1% |
| Suncor(SU) | COM | 867224107 | $25.8K | 1,535,790 | 0.1% |
| Oshkosh Truck(OSK) | COM | 688239201 | $24.9K | 289,409 | 0.1% |
| US Bancorp(USB) | COM | 902973304 | $24.4K | 523,743 | 0.1% |
| Alliance Data Sys(BFH) | COM | 018581108 | $23.5K | 316,556 | 0.1% |
| Ingredion(INGR) | COM | 457187102 | $22.7K | 288,420 | 0.0% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $20.0K | 167,539 | 0.0% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $18.1K | 52 | 0.0% |
| Markel(MKL) | COM | 570535104 | $16.7K | 16,133 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $4.8K | 35,934 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $3.6K | 20,103 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $3.3K | 56,530 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $1.9K | 64,268 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $1.6K | 13,555 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $1.3K | 5,742 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $1.1K | 1,929 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $877 | 3,814 | 0.0% |
| Alphabet Class A | COM | 38259P508 | $452 | 258 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $430 | 1,630 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $428 | 2,720 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $424 | 7,400 | 0.0% |
| Anheuser-Busch InBev(BUD) | COM | 03524A108 | $398 | 5,700 | 0.0% |
| Amazon Com(AMZN) | COM | 023135106 | $381 | 117 | 0.0% |
| Wayfair(W) | COM | 94419L101 | $357 | 1,580 | 0.0% |
| Tesla Motors(TSLA) | COM | 88160R101 | $353 | 500 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $337 | 1,850 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $330 | 6,760 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $299 | 800 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $249 | 1,635 | 0.0% |
| Citigroup(C) | COM | 172967424 | $243 | 3,935 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $224 | 1,100 | 0.0% |
| General Electric | COM | 369604103 | $115 | 10,685 | 0.0% |