Q3 2016 Holdings
Filed 2016-11-14 | 12 holdings | $93.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $40.7M | 202,440 | 43.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $39.6M | 146,685 | 42.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $12.5M | 1,084,470 | 13.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $139.1K | 178,920 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $117.0K | 3,318,373 | 0.1% |
| Amerco(UHAL) | COM | 023586100 | $48.2K | 148,687 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $36.4K | 1,102,395 | 0.0% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $32.5K | 1,315,000 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $31.2K | 600,585 | 0.0% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $27.9K | 1,138,939 | 0.0% |
| Rush Enterprises Inc(RUSHB) | CL B | 781846308 | $21.5K | 882,962 | 0.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $815 | 33,665 | 0.0% |