Q4 2016 Holdings
Filed 2017-02-14 | 12 holdings | $166.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $99.4M | 457,070 | 59.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $42.2M | 146,685 | 25.4% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $24.3M | 2,214,395 | 14.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $157.4K | 203,920 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $120.5K | 3,301,252 | 0.1% |
| Amerco(UHAL) | COM | 023586100 | $55.0K | 148,687 | 0.0% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $36.3K | 1,138,939 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $32.7K | 1,102,395 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $31.9K | 548,766 | 0.0% |
| Rush Enterprises Inc(RUSHB) | CL B | 781846308 | $22.6K | 732,490 | 0.0% |
| Yahoo Inc | COM | 984332106 | $21.8K | 565,000 | 0.0% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $6.3K | 300,000 | 0.0% |