Q2 2022 Holdings
Filed 2022-08-11 | 18 holdings | $25.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | STOCK | 16119P108 | $13.4M | 28,677 | 53.3% |
| Carmax(KMX) | STOCK | 143130102 | $6.4M | 70,974 | 25.5% |
| Altice(OPTU) | STOCK | 02156K103 | $5.2M | 567,166 | 20.8% |
| Cigna(CI) | STOCK | 125523100 | $14.3K | 54,450 | 0.1% |
| Apple(AAPL) | STOCK | 037833100 | $14.2K | 103,787 | 0.1% |
| Markel(MKL) | STOCK | 570535104 | $13.8K | 10,695 | 0.1% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $12.7K | 46,586 | 0.1% |
| Alleghany(YUSD) | STOCK | 017175100 | $11.3K | 13,618 | 0.0% |
| American Express(AXP) | STOCK | 025816109 | $9.0K | 64,914 | 0.0% |
| Liberty Sirius C(LSXMKUSD) | STOCK | 531229607 | $8.4K | 232,356 | 0.0% |
| Parker Hannifin(PH) | STOCK | 701094104 | $8.2K | 33,226 | 0.0% |
| Vontier(VNT) | STOCK | 928881101 | $7.8K | 341,029 | 0.0% |
| Altria(MO) | STOCK | 02209S103 | $7.6K | 182,269 | 0.0% |
| Labcorp | STOCK | 50540R409 | $7.6K | 32,340 | 0.0% |
| Danaher(DHR) | STOCK | 235851102 | $6.7K | 26,462 | 0.0% |
| Liberty Broadband C(LBRDK) | STOCK | 530307305 | $886 | 7,662 | 0.0% |
| Liberty Sirius A(LM03) | STOCK | 531229409 | $276 | 7,663 | 0.0% |
| Liberty Broadband A(LBRDA) | STOCK | 530307107 | $273 | 2,405 | 0.0% |