Q3 2019 Holdings
Filed 2019-11-13 | 69 holdings | $86.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Copart Inc(CPRT) | COM | 217204106 | $21.9K | 272,092 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $23.5K | 13,539 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $24.4K | 117,223 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $27.6K | 434,000 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $30.8K | 77,267 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $35.6K | 282,899 | 0.0% |
| AES Corp(AES) | COM | 00130H105 | $36.7K | 2,247,094 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $36.8K | 219,377 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $37.4K | 1,280,825 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $53.4K | 467,579 | 0.1% |
| Dennys Corp(DENN) | COM | 24869P104 | $68.4K | 3,004,643 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $80.9K | 68,425 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $82.9K | 596,445 | 0.1% |
| American Tower Corp(AMT) | CL A | 03027X100 | $134.0K | 606,160 | 0.2% |
| Atomera Inc(ATOM) | COM | 04965B100 | $741.0K | 196,550 | 0.9% |
| Cytosorbents Corp(CTSO) | COM NEW | 23283X206 | $758.0K | 150,600 | 0.9% |
| Axos Finl Inc(AX) | COM | 05465C100 | $900.0K | 32,540 | 1.0% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $23.5M | 356,057 | 27.1% |
| Carmax Inc(KMX) | COM | 143130102 | $59.9M | 681,048 | 69.1% |