Q2 2023 Holdings
Filed 2023-08-03 | 16 holdings | $21.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax(KMX) | STOCK | 143130102 | $10.7M | 128,306 | 50.3% |
| Charter Communications(CHTR) | STOCK | 16119P108 | $10.5M | 28,497 | 49.1% |
| Apple(AAPL) | STOCK | 037833100 | $17.1K | 88,170 | 0.1% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $15.7K | 46,142 | 0.1% |
| Cigna(CI) | STOCK | 125523100 | $15.2K | 54,065 | 0.1% |
| Markel(MKL) | STOCK | 570535104 | $15.0K | 10,831 | 0.1% |
| Vontier(VNT) | STOCK | 928881101 | $13.0K | 403,391 | 0.1% |
| Parker Hannifin(PH) | STOCK | 701094104 | $12.6K | 32,205 | 0.1% |
| American Express(AXP) | STOCK | 025816109 | $11.1K | 63,593 | 0.1% |
| Liberty Sirius C(LSXMKUSD) | STOCK | 531229607 | $8.6K | 263,641 | 0.0% |
| Labcorp | STOCK | 50540R409 | $8.4K | 34,723 | 0.0% |
| Danaher(DHR) | STOCK | 235851102 | $6.3K | 26,211 | 0.0% |
| Heineken Holdings(HEIO) | STOCK | N39338194 | $5.4K | 61,870 | 0.0% |
| Liberty Broadband C(LBRDK) | STOCK | 530307305 | $1.2K | 15,443 | 0.0% |
| Liberty Sirius A(LM03) | STOCK | 531229409 | $245 | 7,469 | 0.0% |
| Liberty Broadband A(LBRDA) | STOCK | 530307107 | $192 | 2,405 | 0.0% |