Q1 2022 Holdings
Filed 2022-05-16 | 11 holdings | $277.9M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-05-19) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $276.5M | 502,371 | 99.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $368.4K | 1,656,694 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $286.0K | 102,383 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $170.1K | 454,025 | 0.1% |
| CDW Corp(CDW) | COM | 12514G108 | $131.2K | 733,345 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $125.4K | 999,076 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $114.6K | 903,930 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B)A | CL B NEW | 084670702 | $75.8K | 214,670 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $75.8K | 214,670 | 0.0% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $64.6K | 2,177,218 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $42.3K | 353,366 | 0.0% |
| Gobi Acquisition Corp | CLASS A ORD SHS | G4022Y104 | $19.5K | 2,000,000 | 0.0% |