Q4 2015 Holdings
Filed 2016-02-16 | 13 holdings | $88.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Devry ED Group Inc | COM | 251893103 | $33.5K | 1,322,439 | 38.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $22.6K | 222,282 | 25.7% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $18.2K | 186,815 | 20.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.6K | 7,407 | 6.4% |
| Allergan PLC | SHS | G0177J108 | $3.5K | 11,146 | 4.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $1.1K | 8,096 | 1.2% |
| Union PAC Corp(UNP) | COM | 907818108 | $1.0K | 12,888 | 1.1% |
| Luxoft Hldg Inc | ORD SHS CL A | G57279104 | $904 | 11,719 | 1.0% |
| Markel Corp(MKL) | COM | 570535104 | $433 | 490 | 0.5% |
| Visa(V) | COM CL A | 92826C839 | $411 | 5,300 | 0.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $402 | 517 | 0.5% |
| Praxair Inc | COM | 74005P104 | $214 | 2,094 | 0.2% |
| Symantec Corp | COM | 871503108 | $201 | 9,560 | 0.2% |