Q3 2023 Holdings
Filed 2023-11-09 | 19 holdings | $21.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications(CHTR) | STOCK | 16119P108 | $12.5M | 28,437 | 57.7% |
| Carmax(KMX) | STOCK | 143130102 | $9.0M | 127,884 | 41.7% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $15.9K | 45,488 | 0.1% |
| Markel(MKL) | STOCK | 570535104 | $15.9K | 10,803 | 0.1% |
| Cigna(CI) | STOCK | 125523100 | $15.4K | 53,969 | 0.1% |
| Apple(AAPL) | STOCK | 037833100 | $13.6K | 79,445 | 0.1% |
| Vontier(VNT) | STOCK | 928881101 | $12.4K | 399,618 | 0.1% |
| Parker Hannifin(PH) | STOCK | 701094104 | $12.3K | 31,674 | 0.1% |
| American Express(AXP) | STOCK | 025816109 | $9.4K | 63,259 | 0.0% |
| Liberty Sirius C(LSXMKUSD) | STOCK | 531229607 | $8.3K | 327,173 | 0.0% |
| Labcorp | STOCK | 50540R409 | $7.0K | 34,769 | 0.0% |
| Danaher(DHR) | STOCK | 235851102 | $6.4K | 25,834 | 0.0% |
| Phinia(PHIN) | STOCK | 71880K101 | $6.3K | 236,685 | 0.0% |
| Heineken Holdings(HEIO) | STOCK | N39338194 | $4.7K | 62,416 | 0.0% |
| Liberty Live C | STOCK | 531229772 | $2.0K | 60,885 | 0.0% |
| Liberty Broadband C(LBRDK) | STOCK | 530307305 | $1.4K | 15,443 | 0.0% |
| Fortrea Holdings(FTRE) | STOCK | 34965K107 | $742 | 25,946 | 0.0% |
| Liberty Broadband A(LBRDA) | STOCK | 530307107 | $219 | 2,405 | 0.0% |
| Liberty Sirius A(LM03) | STOCK | 531229409 | $190 | 7,469 | 0.0% |