Q4 2019 Holdings
Filed 2020-02-14 | 82 holdings | $42.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $27.0M | 307,971 | 64.2% |
| Affiliated Managers GRP(AMG) | COM | 008252108 | $12.1M | 142,275 | 28.7% |
| Costco Wholesale Co(COST) | COM | 22160K105 | $886.0K | 3,014 | 2.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $580.0K | 6,549 | 1.4% |
| Boeing Co(BA) | COM | 097023105 | $504.0K | 1,547 | 1.2% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $150.7K | 665,172 | 0.4% |
| Markel Corp COM(MKL) | COM | 570535104 | $83.3K | 72,836 | 0.2% |
| Blackstone Group Inc(BX) | COM | 09260D107 | $44.5K | 796,231 | 0.1% |
| Goldman Sachs Inc(GS) | COM | 38141G104 | $44.1K | 191,582 | 0.1% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $43.1K | 2,193,433 | 0.1% |
| Moody's Corp(MCO) | COM | 615369105 | $41.7K | 175,618 | 0.1% |
| Alphabet Inc SHS CL C(GOOG) | COM | 02079K107 | $40.7K | 30,408 | 0.1% |
| Johnson and Johnson(JNJ) | COM | 478160104 | $36.2K | 247,845 | 0.1% |
| Brookfield Asset Mgmt | COM | 112585104 | $31.8K | 549,925 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $31.2K | 655,645 | 0.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $31.1K | 223,882 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $26.0K | 14,084 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $26.0K | 186,247 | 0.1% |
| Nike Inc CL B(NKE) | COM | 654106103 | $25.7K | 253,649 | 0.1% |
| Booking Holding Inc(BKNG) | COM | 09857L108 | $25.4K | 12,383 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $25.2K | 202,625 | 0.1% |
| Estee Lauder Inc(EL) | COM | 518439104 | $24.8K | 119,902 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $24.1K | 448,634 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $22.8K | 166,989 | 0.1% |
| Alphabet Inc SHS CL A(GOOGL) | COM | 02079K305 | $20.5K | 15,339 | 0.0% |
| Vornado Realty Trust(VNO) | COM | 929042109 | $20.5K | 308,846 | 0.0% |
| Douglas Emmett Inc(DEI) | COM | 25960P109 | $18.7K | 425,467 | 0.0% |
| T Rowe Price Group Inc(TROW) | COM | 74144T108 | $16.0K | 131,242 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $15.4K | 52,382 | 0.0% |
| Pacwest Bancorp(PACWUSD) | COM | 695263103 | $13.9K | 363,712 | 0.0% |
| Berkshire Hathaway A(BRK/A) | COM | 084670108 | $12.6K | 37 | 0.0% |
| Gaming & Leisure Inc(GLPI) | COM | 36467J108 | $11.6K | 269,848 | 0.0% |
| Liberty Media Corp Series C LI(LSXMKUSD) | COM | 531229607 | $11.4K | 237,636 | 0.0% |
| MGM Mirage(MGM) | COM | 552953101 | $9.4K | 282,885 | 0.0% |
| Live Nation Entmt(LYV) | COM | 538034109 | $6.8K | 95,800 | 0.0% |
| Diamond Hill Invt CL A(DHIL) | COM | 25264R207 | $6.2K | 44,269 | 0.0% |
| O'reilly Automotive Inc(ORLY) | COM | 67103H107 | $5.3K | 12,139 | 0.0% |
| American Tower Corp(AMT) | COM | 03027X100 | $4.9K | 21,468 | 0.0% |
| Walt Disney Co(DIS) | COM | 254687106 | $4.9K | 33,698 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $3.7K | 29,846 | 0.0% |
| Enstar Group LTD | COM | G3075P101 | $3.7K | 17,993 | 0.0% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $3.6K | 166,861 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $3.3K | 47,523 | 0.0% |
| Coca Cola COM(KO) | COM | 191216100 | $2.1K | 38,677 | 0.0% |
| Churchill Downs(CHDN) | COM | 171484108 | $2.0K | 14,525 | 0.0% |
| Gamco Invs Inc(GAMI) | COM | 361438104 | $1.5K | 79,232 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 9,778 | 0.0% |
| MC Donalds Corp(MCD) | COM | 580135101 | $1.4K | 7,182 | 0.0% |
| Seacoast BK Corp FLA(SBCF) | COM | 811707801 | $1.4K | 46,150 | 0.0% |
| Wintrust Financial(WTFC) | COM | 97650W108 | $1.4K | 19,908 | 0.0% |