Q2 2019 Holdings
Filed 2019-08-12 | 68 holdings | $87.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $24.3K | 113,947 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.7K | 13,581 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $27.5K | 74,548 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $30.9K | 442,647 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $37.2K | 1,283,455 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $40.1K | 2,392,703 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $43.3K | 281,263 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $44.6K | 236,994 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $50.0K | 465,357 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $74.6K | 68,421 | 0.1% |
| Dennys Corp(DENN) | COM | 24869P104 | $79.3K | 3,861,440 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $80.4K | 600,316 | 0.1% |
| American Tower Corp(AMT) | CL A | 03027X100 | $124.2K | 607,617 | 0.1% |
| Atomera Inc(ATOM) | COM | 04965B100 | $787.0K | 156,506 | 0.9% |
| Axos Finl Inc(AX) | COM | 05465C100 | $887.0K | 32,540 | 1.0% |
| Cytosorbents Corp(CTSO) | COM NEW | 23283X206 | $960.0K | 145,300 | 1.1% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $24.9M | 407,737 | 28.4% |
| Carmax Inc(KMX) | COM | 143130102 | $59.3M | 683,009 | 67.6% |