Q4 2014 Holdings
Filed 2015-02-13 | 61 holdings | $173.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Popeyes LA Kitchen Inc | COM | 732872106 | $56.2K | 998,169 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $63.7K | 904,903 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $63.8K | 428,411 | 0.0% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $64.1K | 8,058,509 | 0.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $88.5K | 1,579,837 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $92.9K | 136,107 | 0.1% |
| Dennys Corp(DENN) | COM | 24869P104 | $100.1K | 9,713,115 | 0.1% |
| American Tower Corp(AMT) | CL A | 03027X100 | $107.0K | 1,082,902 | 0.1% |
| Autozone Inc(AZO) | COM | 053332102 | $22.6M | 36,479 | 13.0% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $63.5M | 1,248,041 | 36.5% |
| Carmax Inc(KMX) | COM | 143130102 | $86.6M | 1,300,561 | 49.8% |