Q4 2018 Holdings
Filed 2019-02-14 | 25 holdings | $406.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $362.4M | 5,777,181 | 89.1% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $31.2M | 600,770 | 7.7% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $5.7M | 242,396 | 1.4% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.1M | 7,067,428 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.0M | 5,327,015 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $795.7K | 5,681,771 | 0.2% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $649.8K | 1,887,165 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $644.8K | 4,887,270 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $532.6K | 513,070 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $459.4K | 5,085,935 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $417.7K | 1,567,164 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $399.1K | 2,465,000 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $277.3K | 2,543,442 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $266.4K | 2,680,000 | 0.1% |
| KKR & Co L P del(KKR) | COM UNITS | 48251W104 | $248.4K | 12,652,100 | 0.1% |
| Danaher Corp del(DHR) | COM | 235851102 | $170.7K | 1,655,300 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $164.0K | 3,350,000 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $149.8K | 894,216 | 0.0% |
| Focus Finl Partners Inc(2JE) | COM CL A | 34417P100 | $78.2K | 2,970,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $58.4K | 286,046 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $39.9K | 2,845,220 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $12.9K | 42 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $9.8K | 65,848 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.4K | 48,530 | 0.0% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $311 | 11,831 | 0.0% |