Q4 2020 Holdings
Filed 2021-02-02 | 106 holdings | $340.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | COMMON | 056752108 | $321.0K | 1,484,335 | 0.1% |
| Blackberry Ltd(BB) | COMMON | 09228F103 | $25.3M | 3,816,972 | 7.4% |
| Costco Wholesale Corp(COST) | COMMON | 22160K105 | $39.0M | 103,564 | 11.5% |
| Carmax Inc(KMX) | COMMON | 143130102 | $76.4M | 808,545 | 22.4% |
| Barrick Gold Corp(ABX) | COMMON | 067901108 | $84.1M | 3,691,988 | 24.7% |
| Autozone Inc(AZO) | COMMON | 053332102 | $108.9M | 91,871 | 32.0% |