Q2 2018 Holdings
Filed 2018-08-14 | 23 holdings | $422.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $382.9M | 5,254,491 | 90.7% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $24.3M | 600,770 | 5.7% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $7.4M | 350,000 | 1.7% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.0M | 5,329,671 | 0.2% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.0M | 7,071,319 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $969.3K | 5,682,813 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $647.3K | 4,887,270 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $556.7K | 513,418 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $516.6K | 1,888,330 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $430.3K | 1,559,634 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $427.8K | 5,032,556 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $407.0K | 2,465,000 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $273.9K | 2,544,553 | 0.1% |
| Enstar Group Limited | SHS | G3075P101 | $273.0K | 1,317,002 | 0.1% |
| KKR & Co L P del(KKR) | COM UNITS | 48251W104 | $248.5K | 10,000,000 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $227.1K | 2,680,000 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $163.3K | 1,655,300 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $162.5K | 2,967,500 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $53.5K | 286,576 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $49.7K | 2,843,220 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $12.8K | 65,848 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.8K | 42 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.3K | 48,530 | 0.0% |