Q3 2013 Holdings
Filed 2013-11-06 | 24 holdings | $39.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $23.0M | 200,000 | 58.4% |
| Carmax Inc(KMX) | COM | 143130102 | $14.5M | 300,000 | 36.9% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.6M | 80,000 | 3.9% |
| Facebook Inc(META) | CL A | 30303M102 | $35.2K | 700,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $26.7K | 56,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.7K | 200,000 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $22.3K | 400,000 | 0.1% |
| Southwest Airls Co(LUV) | COM | 844741108 | $21.8K | 1,500,000 | 0.1% |
| Google Inc | CL A | 38259P508 | $21.0K | 24,000 | 0.1% |
| WPP PLC New(WPP) | ADR | 92937A102 | $20.3K | 197,535 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $16.5K | 1,000,000 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $15.4K | 200,000 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $12.9K | 25,000 | 0.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $11.0K | 800,000 | 0.0% |
| Monsanto Co New | COM | 61166W101 | $10.4K | 100,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $10.1K | 150,000 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $9.7K | 150,000 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $9.3K | 49,297 | 0.0% |
| Valhi Inc New | COM | 918905100 | $6.9K | 344,790 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $5.8K | 514,800 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $3.4K | 20,000 | 0.0% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $2.8K | 50,000 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $1.8K | 50,000 | 0.0% |
| Exco Resources Inc | COM | 269279402 | $1.2K | 175,000 | 0.0% |