Q1 2024 Holdings
Filed 2024-05-03 | 20 holdings | $25.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax(KMX) | STOCK | 143130102 | $11.3M | 129,981 | 44.1% |
| Charter Communications(CHTR) | STOCK | 16119P108 | $8.0M | 27,443 | 31.1% |
| Danaher(DHR) | STOCK | 235851102 | $6.2M | 24,819 | 24.2% |
| Cigna(CI) | STOCK | 125523100 | $19.7K | 54,123 | 0.1% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $19.1K | 45,502 | 0.1% |
| Vontier(VNT) | STOCK | 928881101 | $18.2K | 400,463 | 0.1% |
| Markel(MKL) | STOCK | 570535104 | $16.6K | 10,881 | 0.1% |
| Parker Hannifin(PH) | STOCK | 701094104 | $14.8K | 26,688 | 0.1% |
| Apple(AAPL) | STOCK | 037833100 | $11.2K | 65,477 | 0.0% |
| American Express(AXP) | STOCK | 025816109 | $10.8K | 47,550 | 0.0% |
| Liberty Sirius A(LM0C) | STOCK | 531229789 | $10.1K | 341,521 | 0.0% |
| Phinia(PHIN) | STOCK | 71880K101 | $9.4K | 243,520 | 0.0% |
| Labcorp | STOCK | 50540R409 | $7.6K | 34,856 | 0.0% |
| Henry Schein(HSIC) | STOCK | 806407102 | $5.9K | 77,692 | 0.0% |
| Heineken Holdings(HEIO) | STOCK | N39338194 | $5.4K | 66,906 | 0.0% |
| Liberty Broadband C(LBRDK) | STOCK | 530307305 | $1.4K | 23,961 | 0.0% |
| Veralto(VLTO) | STOCK | 92338C103 | $324 | 3,657 | 0.0% |
| Fortrea Holdings(FTRE) | STOCK | 34965K107 | $278 | 6,917 | 0.0% |
| Liberty Broadband A(LBRDA) | STOCK | 530307107 | $137 | 2,405 | 0.0% |