Q4 2019 Holdings
Filed 2020-02-03 | 20 holdings | $224.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway CL B(BRK/B) | COM | 084670702 | $48.4K | 213,541 | 21.6% |
| Starbucks Corp(SBUX) | COM | 855244109 | $35.4K | 402,343 | 15.8% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $26.6K | 115,582 | 11.8% |
| Five Below Inc(FIVE) | COM | 33829M101 | $24.4K | 190,554 | 10.9% |
| Jefferies Finl Group Inc(JEF) | COM | 47233W109 | $22.6K | 1,057,915 | 10.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $22.3K | 198,735 | 9.9% |
| L Brands Inc | COM | 501797104 | $8.7K | 481,367 | 3.9% |
| Designer Brands Inc(DBI) | CL A | 250565108 | $6.3K | 401,780 | 2.8% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $5.1K | 124,135 | 2.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.7K | 3,479 | 2.1% |
| Berkshire Hathaway CL A(BRK/A) | COM | 084670108 | $4.4K | 13 | 2.0% |
| CNA Finl Corp(CNA) | COM | 126117100 | $3.4K | 75,257 | 1.5% |
| Build A Bear Workshop(BBW) | COM | 120076104 | $2.7K | 835,796 | 1.2% |
| American Express Co(AXP) | COM | 025816109 | $2.3K | 18,430 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9K | 6,465 | 0.8% |
| Kura Sushi USA Inc(KRUS) | CL A COM | 501270102 | $1.8K | 72,610 | 0.8% |
| US Bancorp del(USB) | COM | 902973304 | $1.5K | 26,062 | 0.7% |
| Markel Corp(MKL) | COM | 570535104 | $645 | 564 | 0.3% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $615 | 11,435 | 0.3% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $605 | 3,550 | 0.3% |