Q2 2019 Holdings
Filed 2019-08-13 | 24 holdings | $574.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $527.8M | 6,077,981 | 91.8% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $32.1M | 600,770 | 5.6% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $5.6M | 242,396 | 1.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.5M | 7,186,528 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.4M | 5,327,599 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $1.1M | 5,682,156 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $848.2K | 4,887,270 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $697.0K | 1,887,238 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $574.0K | 1,567,314 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $559.0K | 513,062 | 0.1% |
| SBA Communications Corp | COM | 78388J106 | $554.2K | 2,465,000 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $546.2K | 5,086,395 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $372.5K | 2,543,662 | 0.1% |
| KKR & Co L P del(KKR) | COM UNITS | 48251W104 | $322.3K | 12,753,600 | 0.1% |
| Ubiquiti Networks Inc | COM | 90347A100 | $277.6K | 2,111,375 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $236.6K | 1,655,300 | 0.0% |
| TD Ameritrade Hldg Corp(AMT) | COM | 87236Y108 | $167.2K | 3,350,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $61.0K | 286,129 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $37.5K | 3,049,100 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $23.8K | 136,400 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $13.4K | 42 | 0.0% |
| Diamond Hill Investment Grou(DHIL) | COM NEW | 25264R207 | $8.0K | 56,694 | 0.0% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $4.9K | 101,490 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $3.9K | 48,530 | 0.0% |