Q1 2022 Holdings
Filed 2022-05-13 | 19 holdings | $27.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $13.2M | 24,129 | 48.7% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $6.9M | 551,451 | 25.5% |
| Carmax Inc(KMX) | COM | 143130102 | $6.8M | 70,974 | 25.3% |
| Apple Inc(AAPL) | COM | 037833100 | $18.1K | 103,519 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $16.4K | 46,586 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $15.7K | 10,668 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $13.0K | 54,265 | 0.0% |
| Alleghany Corp MD(YUSD) | COM | 017175100 | $12.5K | 14,774 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $12.1K | 64,930 | 0.0% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $9.9K | 217,474 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $9.4K | 180,829 | 0.0% |
| Parker-Hannifin Corp(PH) | COM | 701094104 | $9.4K | 33,226 | 0.0% |
| Vontier Corporation(VNT) | COM | 928881101 | $8.7K | 341,621 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $8.5K | 32,340 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $7.8K | 26,732 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $1.2K | 20,403 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $1.0K | 7,662 | 0.0% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $352 | 7,706 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $315 | 2,405 | 0.0% |