Q3 2019 Holdings
Filed 2019-11-13 | 25 holdings | $626.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $553.1M | 6,285,351 | 88.2% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $63.8M | 1,367,840 | 10.2% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.6M | 7,186,492 | 0.3% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.4M | 5,327,144 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $1.2M | 5,681,803 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $840.7K | 4,887,270 | 0.1% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $752.0K | 1,887,074 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $606.3K | 512,965 | 0.1% |
| SBA Communications Corp(SBAC) | COM | 78410G104 | $594.4K | 2,465,000 | 0.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $580.6K | 5,085,911 | 0.1% |
| Roper Inds Inc New(ROP) | COM | 776696106 | $558.9K | 1,567,202 | 0.1% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $426.0K | 21,483 | 0.1% |
| Verisk Analytics Inc(VRSK) | CL A | 92345Y106 | $402.3K | 2,544,202 | 0.1% |
| KKR & Co L P del(KKR) | COM UNITS | 48251W104 | $342.5K | 12,754,820 | 0.1% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $282.7K | 5,324,225 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $239.1K | 1,655,300 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $59.6K | 286,407 | 0.0% |
| Primo WTR Corp | COM | 74165N105 | $37.5K | 3,057,100 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $13.1K | 42 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $5.9K | 100,000 | 0.0% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $5.0K | 101,490 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $4.0K | 48,530 | 0.0% |
| Descartes SYS Group Inc(DSGX) | COM | 249906108 | $2.0K | 50,000 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $549 | 2,890 | 0.0% |
| Colony Cap Inc New(CLNSEUR) | CL A COM | 19626G108 | $60 | 10,000 | 0.0% |