Q1 2020 Holdings
Filed 2020-04-22 | 105 holdings | $150.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COMMON | 68389X105 | $216.8K | 4,484,938 | 0.1% |
| Johnson and Johnson(JNJ) | COMMON | 478160104 | $228.9K | 1,745,803 | 0.2% |
| Autozone Inc(AZO) | COMMON | 053332102 | $37.1M | 43,823 | 24.7% |
| Carmax Inc(KMX) | COMMON | 143130102 | $51.9M | 965,060 | 34.6% |
| Costco Wholesale Corp(COST) | COMMON | 22160K105 | $55.5M | 194,678 | 37.0% |