Q4 2019 Holdings
Filed 2020-02-14 | 73 holdings | $68.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| B O K Finl Corp(BOKF) | COM NEW | 05561Q201 | $11.9K | 135,764 | 0.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $15.1K | 403,633 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $20.3K | 303,983 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $22.8K | 285,616 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $24.7K | 271,637 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.4K | 13,727 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $27.2K | 119,922 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $27.3K | 92,808 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $33.8K | 77,127 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $41.0K | 271,104 | 0.1% |
| AES Corp(AES) | COM | 00130H105 | $44.7K | 2,244,545 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $44.8K | 476,205 | 0.1% |
| Universal Display Corp(OLED) | COM | 91347P105 | $45.1K | 219,000 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $45.3K | 1,286,719 | 0.1% |
| Dennys Corp(DENN) | COM | 24869P104 | $59.4K | 2,987,872 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $78.3K | 68,513 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $93.2K | 591,139 | 0.1% |
| American Tower Corp(AMT) | CL A | 03027X100 | $139.9K | 608,826 | 0.2% |
| Cytosorbents Corp(CTSO) | COM NEW | 23283X206 | $580.0K | 150,600 | 0.8% |
| Atomera Inc(ATOM) | COM | 04965B100 | $696.0K | 225,926 | 1.0% |
| Axos Finl Inc(AX) | COM | 05465C100 | $985.0K | 32,540 | 1.4% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $5.3M | 73,178 | 7.8% |
| Carmax Inc(KMX) | COM | 143130102 | $59.8M | 681,746 | 87.6% |