Q4 2021 Holdings
Filed 2022-02-14 | 20 holdings | $31.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | COM | 16119P108 | $15.0M | 22,979 | 47.2% |
| Carmax(KMX) | COM | 143130102 | $9.3M | 71,259 | 29.2% |
| Altice USA Inc CL A(OPTU) | COM | 02156K103 | $7.3M | 453,714 | 23.1% |
| Apple(AAPL) | COM | 037833100 | $19.3K | 108,416 | 0.1% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $13.9K | 46,586 | 0.0% |
| Markel(MKL) | COM | 570535104 | $13.1K | 10,627 | 0.0% |
| Cigna(CI) | COM | 125523100 | $12.5K | 54,329 | 0.0% |
| Liberty Sirius C(LSXMKUSD) | COM | 531229607 | $11.1K | 218,017 | 0.0% |
| American Express(AXP) | COM | 025816109 | $10.7K | 65,389 | 0.0% |
| Parker Hannifin(PH) | COM | 701094104 | $10.6K | 33,233 | 0.0% |
| Labcorp | COM | 50540R409 | $10.2K | 32,340 | 0.0% |
| Alleghany(YUSD) | COM | 017175100 | $9.9K | 14,858 | 0.0% |
| Altria(MO) | COM | 02209S103 | $9.3K | 196,682 | 0.0% |
| Danaher(DHR) | COM | 235851102 | $9.2K | 27,815 | 0.0% |
| Vontier(VNT) | COM | 928881101 | $7.5K | 245,570 | 0.0% |
| Truist Financial(TFC) | COM | 89832Q109 | $1.6K | 27,290 | 0.0% |
| Liberty Broadband C(LBRDK) | COM | 530307305 | $1.2K | 7,672 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $781 | 17,554 | 0.0% |
| Liberty Sirius A(LM03) | COM | 531229409 | $395 | 7,759 | 0.0% |
| Liberty Broadband A(LBRDA) | COM | 530307107 | $387 | 2,405 | 0.0% |