Q1 2020 Holdings
Filed 2020-05-14 | 66 holdings | $42.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $22.8K | 75,873 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $23.4K | 341,172 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $24.1K | 94,596 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $27.1K | 148,002 | 0.1% |
| Universal Display Corp(OLED) | COM | 91347P105 | $28.8K | 218,271 | 0.1% |
| AES Corp(AES) | COM | 00130H105 | $30.2K | 2,217,050 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.6K | 15,701 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $35.6K | 484,650 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $66.3K | 71,475 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $92.4K | 585,741 | 0.2% |
| American Tower Corp(AMT) | CL A | 03027X100 | $131.5K | 603,950 | 0.3% |
| Axos Finl Inc(AX) | COM | 05465C100 | $590.0K | 32,540 | 1.4% |
| Atomera Inc(ATOM) | COM | 04965B100 | $840.0K | 239,996 | 2.0% |
| Cytosorbents Corp(CTSO) | COM NEW | 23283X206 | $1.2M | 150,600 | 2.7% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $3.3M | 56,787 | 7.7% |
| Carmax Inc(KMX) | COM | 143130102 | $36.1M | 670,335 | 84.6% |