Q1 2018 Holdings
Filed 2018-05-15 | 24 holdings | $352.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $319.7M | 5,162,166 | 90.6% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $18.2M | 483,487 | 5.2% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $7.7M | 350,000 | 2.2% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.0M | 7,056,211 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $932.3K | 5,322,781 | 0.3% |
| Moodys Corp(MCO) | COM | 615369105 | $917.0K | 5,684,806 | 0.3% |
| Markel Corp(MKL) | COM | 570535104 | $600.7K | 513,271 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $584.6K | 4,887,270 | 0.2% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $468.5K | 1,893,659 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $459.0K | 4,836,865 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $436.7K | 1,555,919 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $421.3K | 2,465,000 | 0.1% |
| Enstar Group Limited | SHS | G3075P101 | $295.4K | 1,404,884 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $267.3K | 2,569,932 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $184.4K | 2,680,000 | 0.1% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $176.8K | 2,984,578 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $162.1K | 1,655,300 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $119.5K | 3,150,000 | 0.0% |
| KKR & Co L P del | COM UNITS | 48248M102 | $97.4K | 4,800,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $57.4K | 287,713 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $30.1K | 145,500 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $22.4K | 1,913,220 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $12.6K | 42 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.1K | 48,530 | 0.0% |