Q2 2013 Holdings
Filed 2013-08-09 | 24 holdings | $37.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $22.1M | 200,000 | 58.3% |
| Carmax Inc(KMX) | COM | 143130102 | $13.8M | 300,000 | 36.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.7M | 80,000 | 4.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.4K | 200,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $22.2K | 56,000 | 0.1% |
| Google Inc | CL A | 38259P508 | $21.1K | 24,000 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $19.0K | 1,000,000 | 0.1% |
| WPP PLC New(WPP) | ADR | 92937A102 | $16.9K | 197,535 | 0.0% |
| Southwest Airls Co(LUV) | COM | 844741108 | $15.5K | 1,200,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $14.9K | 600,000 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $13.2K | 25,000 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $13.1K | 200,000 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $12.9K | 250,000 | 0.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $10.3K | 800,000 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $9.9K | 100,000 | 0.0% |
| Monsanto Co New | COM | 61166W101 | $9.9K | 100,000 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $9.5K | 150,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $9.2K | 150,000 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $5.5K | 514,800 | 0.0% |
| Valhi Inc New | COM | 918905100 | $4.7K | 344,790 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $3.5K | 24,297 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $2.6K | 20,000 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $1.8K | 50,000 | 0.0% |
| Exco Resources Inc | COM | 269279402 | $1.3K | 175,000 | 0.0% |