Q2 2015 Holdings
Filed 2015-08-12 | 14 holdings | $129.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Devry ED Group Inc | COM | 251893103 | $40.5K | 1,349,305 | 31.2% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $31.3K | 141,020 | 24.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $21.0K | 225,120 | 16.2% |
| Google Inc | CL C | 38259P706 | $10.4K | 19,923 | 8.0% |
| Monsanto Co | COM | 61166W101 | $9.5K | 88,692 | 7.3% |
| Union PAC Corp | CALL | 907818908 | $4.8K | 50,000 | 3.7% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $3.9K | 68,292 | 3.0% |
| Google Inc | CL A | 38259P508 | $3.9K | 7,137 | 3.0% |
| Valeant Pharmaceuticals Intl | CALL | 91911K902 | $2.2K | 10,000 | 1.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $825 | 6,060 | 0.6% |
| Symantec Corp | COM | 871503108 | $458 | 19,700 | 0.4% |
| Visa(V) | COM | 92826C839 | $429 | 6,390 | 0.3% |
| Markel Corp(MKL) | COM | 570535104 | $392 | 490 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $205 | 1 | 0.2% |