Q3 2017 Holdings
Filed 2017-11-14 | 26 holdings | $420.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $390.8M | 5,154,513 | 92.9% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $18.1M | 400,000 | 4.3% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $5.4M | 350,000 | 1.3% |
| American Tower Corp New(AMT) | COM | 03027X100 | $928.1K | 6,790,527 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $791.3K | 5,684,286 | 0.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $751.9K | 5,325,084 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $548.2K | 513,348 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $514.5K | 4,889,020 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $420.0K | 4,837,794 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $407.8K | 1,893,626 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $378.3K | 1,554,366 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $355.1K | 2,465,000 | 0.1% |
| Enstar Group Limited | SHS | G3075P101 | $321.4K | 1,445,300 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $214.7K | 2,580,946 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $150.1K | 2,680,000 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $144.8K | 2,967,500 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $142.0K | 1,655,300 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $113.4K | 3,150,000 | 0.0% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $89.7K | 1,600,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $52.7K | 287,403 | 0.0% |
| American Tower Corp New | PFD CONV SER B | 03027X407 | $38.4K | 314,457 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $30.9K | 145,500 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $20.2K | 1,705,868 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.5K | 42 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.3K | 48,530 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $266 | 4,899 | 0.0% |