Q2 2021 Holdings
Filed 2021-08-03 | 20 holdings | $25.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | COM | 16119P108 | $15.3M | 21,210 | 60.1% |
| Carmax(KMX) | COM | 143130102 | $10.0M | 77,718 | 39.4% |
| Apple(AAPL) | COM | 037833100 | $16.2K | 118,263 | 0.1% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $13.2K | 47,553 | 0.1% |
| Markel(MKL) | COM | 570535104 | $12.2K | 10,248 | 0.0% |
| Cigna(CI) | COM | 125523100 | $12.0K | 50,639 | 0.0% |
| American Express(AXP) | COM | 025816109 | $11.0K | 66,738 | 0.0% |
| Parker Hannifin(PH) | COM | 701094104 | $10.3K | 33,495 | 0.0% |
| Liberty Sirius C(LSXMKUSD) | COM | 531229607 | $9.9K | 212,797 | 0.0% |
| Labcorp | COM | 50540R409 | $9.0K | 32,615 | 0.0% |
| Altria(MO) | COM | 02209S103 | $8.6K | 180,326 | 0.0% |
| Alleghany(YUSD) | COM | 017175100 | $8.5K | 12,709 | 0.0% |
| Danaher(DHR) | COM | 235851102 | $7.9K | 29,297 | 0.0% |
| Vontier(VNT) | COM | 928881101 | $6.8K | 208,033 | 0.0% |
| Wells Fargo(WFC) | COM | 949746101 | $4.5K | 98,661 | 0.0% |
| Truist Financial(TFC) | COM | 89832Q109 | $1.9K | 34,462 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $1.4K | 32,913 | 0.0% |
| Liberty Broadband C(LBRDK) | COM | 530307305 | $1.3K | 7,672 | 0.0% |
| Liberty Broadband A(LBRDA) | COM | 530307107 | $418 | 2,485 | 0.0% |
| Liberty Sirius A(LM03) | COM | 531229409 | $390 | 8,369 | 0.0% |