Q2 2020 Holdings
Filed 2020-08-14 | 18 holdings | $19.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-08-14) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR)A | CL A | 16119P108 | $11.0M | 21,561 | 57.2% |
| Carmax Inc(KMX)A | COM | 143130102 | $8.2M | 91,011 | 42.4% |
| Apple Inc(AAPL)A | COM | 037833100 | $15.1K | 41,269 | 0.1% |
| Cigna Corp New(CI)A | COM | 125523100 | $9.5K | 50,468 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B)A | CL B NEW | 084670702 | $8.6K | 48,360 | 0.0% |
| Markel Corp(MKL)A | COM | 570535104 | $8.0K | 8,700 | 0.0% |
| Liberty Media Corp del(LSXMKUSD)A | COM C SIRIUSXM | 531229607 | $7.4K | 215,483 | 0.0% |
| American Express Co(AXP)A | COM | 025816109 | $6.5K | 68,024 | 0.0% |
| Parker Hannifin Corp(PH)A | COM | 701094104 | $6.3K | 34,459 | 0.0% |
| Laboratory Corp Amer HldgsA | COM NEW | 50540R409 | $5.6K | 33,469 | 0.0% |
| Danaher Corporation(DHR)A | COM | 235851102 | $5.5K | 31,098 | 0.0% |
| Discovery Inc(DISCKUSD)A | COM SER C | 25470F302 | $5.4K | 281,959 | 0.0% |
| Alleghany Corp del(YUSD)A | COM | 017175100 | $4.1K | 8,356 | 0.0% |
| Wells Fargo Co New(WFC)A | COM | 949746101 | $3.8K | 148,737 | 0.0% |
| Truist Finl Corp(TFC)A | COM | 89832Q109 | $2.1K | 55,084 | 0.0% |
| Liberty Broadband Corp(LBRDK)A | COM SER C | 530307305 | $995 | 8,029 | 0.0% |
| Liberty Broadband Corp(LBRDA)A | COM SER A | 530307107 | $316 | 2,593 | 0.0% |
| Liberty Media Corp del(LM03)A | COM A SIRIUSXM | 531229409 | $297 | 8,609 | 0.0% |