Q1 2015 Holdings
Filed 2015-05-14 | 61 holdings | $180.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zayo Group Hldgs Inc | COM | 98919V105 | $62.0K | 2,217,407 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $70.0K | 427,964 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $72.7K | 895,767 | 0.0% |
| Internap Network Svcs Corp | COM PAR $.001 | 45885A300 | $80.8K | 7,898,900 | 0.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $85.4K | 1,558,413 | 0.0% |
| American Tower Corp(AMT) | CL A | 03027X100 | $100.4K | 1,066,216 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $103.0K | 134,003 | 0.1% |
| Dennys Corp(DENN) | COM | 24869P104 | $106.4K | 9,330,078 | 0.1% |
| Autozone Inc(AZO) | COM | 053332102 | $24.5M | 35,909 | 13.6% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $66.9M | 1,238,317 | 37.1% |
| Carmax Inc(KMX) | COM | 143130102 | $87.9M | 1,274,308 | 48.7% |