Q1 2014 Holdings
Filed 2014-05-12 | 22 holdings | $38.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Whsl Corp New(COST) | COM | 22160K105 | $22.3M | 200,000 | 58.1% |
| Carmax Inc(KMX) | COM | 143130102 | $14.0M | 300,000 | 36.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.7M | 80,000 | 4.5% |
| Facebook Inc(META) | CL A | 30303M102 | $42.2K | 700,000 | 0.1% |
| Southwest Airls Co(LUV) | COM | 844741108 | $35.4K | 1,500,000 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $32.2K | 60,000 | 0.1% |
| Google Inc | CL A | 38259P508 | $31.2K | 28,000 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $27.6K | 500,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $25.0K | 200,000 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $20.9K | 35,000 | 0.1% |
| WPP PLC New(WPP) | ADR | 92937A102 | $20.4K | 197,535 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $19.2K | 1,000,000 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $14.7K | 200,000 | 0.0% |
| Bank of America Corporation(BAC) | COM | 060505104 | $13.8K | 800,000 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $12.0K | 150,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $11.8K | 150,000 | 0.0% |
| Monsanto Co New | COM | 61166W101 | $11.4K | 100,000 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $9.2K | 49,297 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $4.7K | 514,800 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $3.9K | 20,000 | 0.0% |
| Valhi Inc New | COM | 918905100 | $3.0K | 344,790 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $2.0K | 50,000 | 0.0% |