Q3 2018 Holdings
Filed 2018-11-09 | 223 holdings | $57.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(DXJ) | JAPN HEDGE EQT | 97717W851 | $15.4K | 265,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $16.9K | 14,010 | 0.0% |
| Genpact Limited(G) | SHS | G3922B107 | $17.8K | 581,750 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $18.3K | 414,642 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $18.9K | 115,000 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $38.4K | 132,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $47.6K | 23,775 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $161.2K | 752,870 | 0.3% |
| Advansix Inc(ASIX) | COM | 00773T101 | $367.0K | 10,800 | 0.6% |
| Carmax Inc(KMX) | COM | 143130102 | $436.0K | 5,840 | 0.8% |
| Autozone Inc(AZO) | COM | 053332102 | $527.0K | 680 | 0.9% |
| DBX ETF TR(ASHR) | XTRACK HRVST CSI | 233051879 | $847.0K | 33,400 | 1.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.1M | 3,470 | 2.0% |
| Cubesmart(CUBE) | COM | 229663109 | $1.5M | 53,900 | 2.7% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $1.5M | 70,400 | 2.7% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $1.6M | 52,900 | 2.8% |
| Barclays BK PLC(DJP) | DJUBS CMDT ETN36 | 06738C778 | $3.6M | 151,300 | 6.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $7.1M | 20,080 | 12.4% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $37.8M | 86,280 | 66.1% |