Q2 2017 Holdings
Filed 2017-08-14 | 28 holdings | $351.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $326.1M | 5,170,601 | 92.8% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $15.1M | 400,000 | 4.3% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $4.6M | 350,000 | 1.3% |
| American Tower Corp New(AMT) | COM | 03027X100 | $901.2K | 6,810,903 | 0.3% |
| Moodys Corp(MCO) | COM | 615369105 | $693.5K | 5,699,676 | 0.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $649.2K | 5,345,399 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $503.7K | 516,113 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $458.5K | 4,889,020 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $362.9K | 1,567,365 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $338.7K | 4,844,272 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $332.5K | 2,465,000 | 0.1% |
| Enstar Group Limited | SHS | G3075P101 | $289.5K | 1,457,264 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $261.0K | 1,193,026 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $219.8K | 2,604,982 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $139.7K | 1,655,300 | 0.0% |
| Ubiquiti Networks Inc | COM | 90347A100 | $139.3K | 2,680,000 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $127.6K | 2,967,500 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $117.0K | 3,550,000 | 0.0% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $67.7K | 1,622,700 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $66.2K | 390,974 | 0.0% |
| American Tower Corp New | PFD CONV SER B | 03027X407 | $62.4K | 514,748 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $29.0K | 145,500 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $21.3K | 1,679,313 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $10.7K | 42 | 0.0% |
| Bank Amer Corp | W EXP 01/16/201 | 060505146 | $8.8K | 732,890 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.6K | 48,530 | 0.0% |
| Wmih Corp | COM | 92936P100 | $1.8K | 1,460,000 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $267 | 4,899 | 0.0% |