Q2 2022 Holdings
Filed 2022-07-28 | 66 holdings | $50.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax(KMX) | COM | 143130102 | $47.6M | 525,824 | 94.8% |
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $994.8K | 3,643,700 | 2.0% |
| Amazon Com(AMZN) | COM | 023135106 | $363.0K | 3,420 | 0.7% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $328.1K | 1,201,765 | 0.7% |
| Conocophillips(COP) | COM | 20825C104 | $306.0K | 3,404 | 0.6% |
| Brookfield Asset Mgmt | COM | 112585104 | $99.2K | 2,230,492 | 0.2% |
| Alphabet Class C | COM | 38259P706 | $72.0K | 32,924 | 0.1% |
| Suncor(SU) | COM | 867224107 | $68.6K | 1,955,192 | 0.1% |
| LKQ Corp(LKQ) | COM | 501889208 | $64.8K | 1,319,486 | 0.1% |
| Markel(MKL) | COM | 570535104 | $52.9K | 40,899 | 0.1% |
| FedEx(FDX) | COM | 31428X106 | $46.5K | 205,282 | 0.1% |
| Restaurant Brands(QSR) | COM | 76131D103 | $35.6K | 709,558 | 0.1% |
| AerCap Holdings(AER) | COM | N00985106 | $35.5K | 867,440 | 0.1% |
| Wells Fargo(WFC) | COM | 949746101 | $30.8K | 786,992 | 0.1% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $23.7K | 178,138 | 0.0% |
| Advance Auto Parts(AAP) | COM | 00751Y106 | $20.9K | 120,760 | 0.0% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $19.6K | 48 | 0.0% |
| Cimpress NV | COM | 045290255 | $16.6K | 427,642 | 0.0% |
| Bread Financial Holdings(BFH) | COM | 018581108 | $14.1K | 379,822 | 0.0% |
| Wayfair(W) | COM | 94419L101 | $8.2K | 189,136 | 0.0% |
| Apple(AAPL) | COM | 037833100 | $4.6K | 33,866 | 0.0% |
| Disney (Walt)(DIS) | COM | 254687106 | $4.2K | 44,026 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $2.9K | 92,572 | 0.0% |
| Microsoft(MSFT) | COM | 594918104 | $1.5K | 6,029 | 0.0% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $1.4K | 2,444 | 0.0% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $942 | 15,640 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $905 | 3,720 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $666 | 13,128 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $403 | 8,400 | 0.0% |
| Activision Blizzard(ATVIEUR) | COM | 00507V109 | $389 | 5,000 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $365 | 1,230 | 0.0% |
| Tesla Motors(TSLA) | COM | 88160R101 | $337 | 501 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $337 | 6,760 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $308 | 816 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $307 | 1,717 | 0.0% |
| Alphabet Class A | COM | 38259P508 | $307 | 141 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $270 | 1,862 | 0.0% |
| Edwards Lifesciences(EW) | COM | 28176E108 | $257 | 2,700 | 0.0% |
| Qualcomm(QCOM) | COM | 747525103 | $209 | 1,635 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $200 | 1,100 | 0.0% |
| Hanesbrands(HN9) | COM | 410345102 | $111 | 10,830 | 0.0% |
| Metro Bank PLC | COM | G60640102 | $40 | 42,500 | 0.0% |