Q1 2018 Holdings
Filed 2018-05-15 | 15 holdings | $503.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $306.5M | 4,948,201 | 60.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $194.4M | 624,609 | 38.6% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $347.6K | 8,898,607 | 0.1% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $344.7K | 8,839,301 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $311.2K | 5,959,534 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $291.3K | 9,573,196 | 0.1% |
| Cable One Inc(CABO) | COM | 12685J105 | $250.7K | 364,916 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $202.8K | 1,209,003 | 0.0% |
| Sensata Technologies Hldng P(ST) | SHS | G8060N102 | $201.0K | 3,879,808 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $185.3K | 878,467 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $159.1K | 797,519 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $136.8K | 1,596,294 | 0.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $971 | 32,179 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $876 | 5,125 | 0.0% |
| Hexcel Corp New(HXL) | COM | 428291108 | $339 | 5,243 | 0.0% |