Q4 2018 Holdings
Filed 2019-01-29 | 104 holdings | $194.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COMMON | 184496107 | $26.1M | 528,913 | 13.4% |
| Autozone Inc(AZO) | COMMON | 053332102 | $44.3M | 52,890 | 22.8% |
| Costco Wholesale Corp(COST) | COMMON | 22160K105 | $50.0M | 245,227 | 25.7% |
| Carmax Inc(KMX) | COMMON | 143130102 | $67.3M | 1,072,403 | 34.6% |