Q1 2019 Holdings
Filed 2019-04-04 | 71 holdings | $22.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Packaging Corp Amer(PKG) | COM | 695156109 | $3.2K | 32,505 | 0.0% |
| Axalta Coating Systems Ltd(AXTA) | COM | G0750C108 | $3.4K | 133,635 | 0.0% |
| Manchester UTD PLC(MANU) | COM | G5784H106 | $3.4K | 178,285 | 0.0% |
| Liberty Media - SiriusXM C(LSXMKUSD) | COM | 531229607 | $4.2K | 109,640 | 0.0% |
| Vistra Energy Corp.(VST) | COM | 92840M102 | $4.2K | 162,180 | 0.0% |
| Store Capital Corp(S76) | COM | 862121100 | $4.3K | 128,732 | 0.0% |
| American Express Company(AXP) | COM | 025816109 | $4.5K | 41,087 | 0.0% |
| Mastercard Inc(MA) | COM | 57636Q104 | $4.5K | 19,174 | 0.0% |
| Delta Airlines Inc.(DAL) | COM | 247361702 | $4.7K | 91,065 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $4.9K | 93,715 | 0.0% |
| Madison Square Garden Co.(MSGS) | COM | 55825T103 | $5.7K | 19,357 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $6.5K | 87,488 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $7.4K | 44,268 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.4K | 49,497 | 0.0% |
| Visa Inc Cl A Class A(V) | COM | 92826C839 | $20.6K | 132,137 | 0.1% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $27.3K | 135,744 | 0.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $328.0K | 7,925 | 1.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.1M | 13,120 | 4.7% |
| CarMax Inc(KMX) | COM | 143130102 | $2.0M | 29,132 | 9.0% |
| Charter Communications(CHTR) | COM | 16119P108 | $3.2M | 9,346 | 14.4% |
| Costco Whsl Corp(COST) | COM | 22160K105 | $15.7M | 64,924 | 69.7% |