Q3 2022 Holdings
Filed 2022-11-14 | 18 holdings | $18.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | STOCK | 16119P108 | $9.2M | 30,409 | 50.6% |
| Carmax(KMX) | STOCK | 143130102 | $5.6M | 84,238 | 30.5% |
| Altice(OPTU) | STOCK | 02156K103 | $3.3M | 569,354 | 18.2% |
| Cigna(CI) | STOCK | 125523100 | $15.1K | 54,277 | 0.1% |
| Apple(AAPL) | STOCK | 037833100 | $12.9K | 93,400 | 0.1% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $12.6K | 47,234 | 0.1% |
| Markel(MKL) | STOCK | 570535104 | $11.6K | 10,731 | 0.1% |
| Alleghany(YUSD) | STOCK | 017175100 | $9.4K | 11,247 | 0.1% |
| Liberty Sirius C(LSXMKUSD) | STOCK | 531229607 | $8.8K | 232,314 | 0.0% |
| American Express(AXP) | STOCK | 025816109 | $8.8K | 64,914 | 0.0% |
| Parker Hannifin(PH) | STOCK | 701094104 | $8.0K | 33,070 | 0.0% |
| Altria(MO) | STOCK | 02209S103 | $7.3K | 181,350 | 0.0% |
| Labcorp | STOCK | 50540R409 | $7.1K | 34,829 | 0.0% |
| Danaher(DHR) | STOCK | 235851102 | $6.8K | 26,461 | 0.0% |
| Vontier(VNT) | STOCK | 928881101 | $6.8K | 404,863 | 0.0% |
| Liberty Broadband C(LBRDK) | STOCK | 530307305 | $565 | 7,662 | 0.0% |
| Liberty Sirius A(LM03) | STOCK | 531229409 | $285 | 7,488 | 0.0% |
| Liberty Broadband A(LBRDA) | STOCK | 530307107 | $179 | 2,405 | 0.0% |