Q4 2018 Holdings
Filed 2019-02-14 | 79 holdings | $23.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $21.0M | 334,780 | 91.0% |
| Costco Wholesale Co(COST) | COM | 22160K105 | $631.0K | 3,096 | 2.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $569.0K | 6,167 | 2.5% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $138.2K | 676,645 | 0.6% |
| Markel Corp COM(MKL) | COM | 570535104 | $74.2K | 71,450 | 0.3% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $35.2K | 272,586 | 0.2% |
| Goldman Sachs Inc(GS) | COM | 38141G104 | $31.7K | 189,746 | 0.1% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $30.8K | 1,883,327 | 0.1% |
| Alphabet Inc SHS CL C(GOOG) | COM | 02079K107 | $29.6K | 28,547 | 0.1% |
| Blackstone Group LP(BXUSD) | COM | 09253U108 | $26.5K | 890,428 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $24.8K | 538,791 | 0.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $23.6K | 238,515 | 0.1% |
| Brookfield Asset Mgmt | COM | 112585104 | $22.4K | 583,526 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $22.1K | 199,628 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $22.0K | 14,676 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $21.8K | 228,893 | 0.1% |
| Gaming & Leisure Inc(GLPI) | COM | 36467J108 | $21.6K | 668,422 | 0.1% |
| Moody's Corp(MCO) | COM | 615369105 | $21.3K | 151,810 | 0.1% |
| Vornado Realty Trust(VNO) | COM | 929042109 | $19.9K | 320,003 | 0.1% |
| Nike Inc CL B(NKE) | COM | 654106103 | $19.6K | 263,734 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $18.7K | 191,650 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $18.6K | 448,670 | 0.1% |
| Affiliated Managers GRP(AMG) | COM | 008252108 | $17.8K | 182,973 | 0.1% |
| Enstar Group LTD | COM | G3075P101 | $17.8K | 106,065 | 0.1% |
| Alphabet Inc SHS CL A(GOOGL) | COM | 02079K305 | $16.9K | 16,133 | 0.1% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $16.3K | 201,844 | 0.1% |
| Estee Lauder Inc(EL) | COM | 518439104 | $16.2K | 124,709 | 0.1% |
| Douglas Emmett Inc(DEI) | COM | 25960P109 | $15.2K | 444,520 | 0.1% |
| Pacwest Bancorp(PACWUSD) | COM | 695263103 | $14.2K | 426,469 | 0.1% |
| Coca Cola COM(KO) | COM | 191216100 | $12.6K | 265,610 | 0.1% |
| Diamond Hill Invt CL A(DHIL) | COM | 25264R207 | $11.6K | 77,677 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $11.4K | 166,736 | 0.0% |
| Berkshire Hathaway A(BRK/A) | COM | 084670108 | $11.3K | 37 | 0.0% |
| T Rowe Price Group Inc(TROW) | COM | 74144T108 | $10.1K | 109,406 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $10.0K | 63,498 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $9.3K | 534,371 | 0.0% |
| Gamco Invs Inc(GAMI) | COM | 361438104 | $7.8K | 458,870 | 0.0% |
| MGM Mirage(MGM) | COM | 552953101 | $6.7K | 278,125 | 0.0% |
| O'reilly Automotive Inc(ORLY) | COM | 67103H107 | $5.6K | 16,396 | 0.0% |
| Live Nation Entmt(LYV) | COM | 538034109 | $5.2K | 104,828 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $3.7K | 34,097 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $3.7K | 23,168 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $2.8K | 30,825 | 0.0% |
| Churchill Downs(CHDN) | COM | 171484108 | $2.7K | 10,918 | 0.0% |
| Southern Natl Bancorp | COM | 843395104 | $2.0K | 150,258 | 0.0% |
| Allergan PLC F | COM | G0177J108 | $1.8K | 13,165 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $1.7K | 31,815 | 0.0% |
| Chevron Corporation(CVX) | COM | 166764100 | $1.6K | 14,257 | 0.0% |
| Wintrust Financial(WTFC) | COM | 97650W108 | $1.4K | 20,658 | 0.0% |
| Seacoast BK Corp FLA(SBCF) | COM | 811707801 | $1.3K | 51,650 | 0.0% |