Q4 2017 Holdings
Filed 2018-02-14 | 24 holdings | $366.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $330.5M | 5,153,910 | 90.2% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $17.6M | 466,698 | 4.8% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $11.3M | 350,000 | 3.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $969.0K | 6,792,187 | 0.3% |
| Moodys Corp(MCO) | COM | 615369105 | $839.5K | 5,686,967 | 0.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $806.6K | 5,329,057 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $585.4K | 513,923 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $557.4K | 4,889,020 | 0.2% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $519.4K | 4,840,619 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $455.7K | 1,894,595 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $402.9K | 1,555,441 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $402.7K | 2,465,000 | 0.1% |
| Enstar Group Limited | SHS | G3075P101 | $290.5K | 1,446,996 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $247.7K | 2,580,065 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $190.3K | 2,680,000 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $153.6K | 1,655,300 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $151.7K | 2,967,500 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $128.1K | 3,150,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $57.1K | 288,137 | 0.0% |
| American Tower Corp New | PFD CONV SER B | 03027X407 | $39.5K | 313,782 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $30.1K | 145,500 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $24.0K | 1,913,220 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $12.5K | 42 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.6K | 48,530 | 0.0% |