Q2 2019 Holdings
Filed 2019-08-08 | 82 holdings | $30.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $28.0M | 321,959 | 92.5% |
| Costco Wholesale Co(COST) | COM | 22160K105 | $836.0K | 3,164 | 2.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $448.0K | 6,167 | 1.5% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $146.7K | 688,307 | 0.5% |
| Markel Corp COM(MKL) | COM | 570535104 | $80.7K | 74,095 | 0.3% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $46.7K | 2,426,357 | 0.2% |
| Goldman Sachs Inc(GS) | COM | 38141G104 | $38.2K | 186,607 | 0.1% |
| Blackstone Group Inc(BX) | COM | 09260D107 | $37.5K | 844,831 | 0.1% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $36.0K | 258,595 | 0.1% |
| Moody's Corp(MCO) | COM | 615369105 | $35.2K | 180,300 | 0.1% |
| Alphabet Inc SHS CL C(GOOG) | COM | 02079K107 | $33.9K | 31,341 | 0.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $28.4K | 228,691 | 0.1% |
| Brookfield Asset Mgmt | COM | 112585104 | $27.2K | 569,176 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $27.2K | 14,339 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $25.8K | 208,692 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $25.4K | 632,035 | 0.1% |
| Booking Holding Inc(BKNG) | COM | 09857L108 | $23.8K | 12,705 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $23.5K | 179,427 | 0.1% |
| Estee Lauder Inc(EL) | COM | 518439104 | $22.1K | 120,953 | 0.1% |
| Nike Inc CL B(NKE) | COM | 654106103 | $21.6K | 256,709 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $21.5K | 453,616 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $21.1K | 188,337 | 0.1% |
| Vornado Realty Trust(VNO) | COM | 929042109 | $20.3K | 316,934 | 0.1% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $18.4K | 196,331 | 0.1% |
| Douglas Emmett Inc(DEI) | COM | 25960P109 | $17.5K | 439,084 | 0.1% |
| Alphabet Inc SHS CL A(GOOGL) | COM | 02079K305 | $17.1K | 15,778 | 0.1% |
| Pacwest Bancorp(PACWUSD) | COM | 695263103 | $16.5K | 423,956 | 0.1% |
| Affiliated Managers GRP(AMG) | COM | 008252108 | $16.3K | 177,206 | 0.1% |
| Enstar Group LTD | COM | G3075P101 | $16.3K | 93,478 | 0.1% |
| T Rowe Price Group Inc(TROW) | COM | 74144T108 | $14.9K | 135,611 | 0.0% |
| Diamond Hill Invt CL A(DHIL) | COM | 25264R207 | $12.7K | 89,286 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $12.1K | 61,263 | 0.0% |
| Berkshire Hathaway A(BRK/A) | COM | 084670108 | $11.8K | 37 | 0.0% |
| Gaming & Leisure Inc(GLPI) | COM | 36467J108 | $11.2K | 288,514 | 0.0% |
| Liberty Media Corp Series C LI(LSXMKUSD) | COM | 531229607 | $9.2K | 241,461 | 0.0% |
| MGM Mirage(MGM) | COM | 552953101 | $8.7K | 303,985 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $6.6K | 345,746 | 0.0% |
| Live Nation Entmt(LYV) | COM | 538034109 | $6.6K | 99,058 | 0.0% |
| O'reilly Automotive Inc(ORLY) | COM | 67103H107 | $4.9K | 13,323 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $4.7K | 33,661 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $4.7K | 22,843 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.8K | 49,520 | 0.0% |
| Gamco Invs Inc(GAMI) | COM | 361438104 | $3.5K | 182,905 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $3.3K | 30,299 | 0.0% |
| Coca Cola COM(KO) | COM | 191216100 | $2.0K | 38,319 | 0.0% |
| Churchill Downs(CHDN) | COM | 171484108 | $1.7K | 14,525 | 0.0% |
| MC Donalds Corp(MCD) | COM | 580135101 | $1.5K | 7,333 | 0.0% |
| Wintrust Financial(WTFC) | COM | 97650W108 | $1.5K | 20,379 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $1.4K | 23,392 | 0.0% |
| Chevron Corporation(CVX) | COM | 166764100 | $1.4K | 10,859 | 0.0% |