Q1 2017 Holdings
Filed 2017-05-15 | 266 holdings | $36.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $28.8K | 172,569 | 0.1% |
| Corporate Office Pptys TR(CDP) | SH BEN INT | 22002T108 | $207.0K | 6,253 | 0.6% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $240.0K | 4,307 | 0.7% |
| Carmax Inc(KMX) | COM | 143130102 | $511.0K | 8,624 | 1.4% |
| Autonation Inc(AN) | COM | 05329W102 | $581.0K | 13,727 | 1.6% |
| Corning Inc(GLW) | COM | 219350105 | $714.0K | 26,447 | 1.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $854.0K | 25,652 | 2.3% |
| Cummins Inc(CMI) | COM | 231021106 | $960.0K | 6,348 | 2.6% |
| Autozone Inc(AZO) | COM | 053332102 | $1.1M | 1,479 | 2.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.3M | 90,704 | 3.6% |
| Conocophillips(COP) | COM | 20825C104 | $1.6M | 31,488 | 4.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $1.7M | 19,386 | 4.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $2.6M | 105,375 | 7.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $4.3M | 137,325 | 11.7% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $4.8M | 57,661 | 13.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.8M | 113,484 | 40.1% |