Q4 2019 Holdings
Filed 2020-02-12 | 9 holdings | $33.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $32.7M | 373,169 | 98.7% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $87.0K | 340,759 | 0.3% |
| Liberty Broadband(LBRDK) | COM SER C | 530307305 | $85.3K | 678,568 | 0.3% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $57.3K | 809,184 | 0.2% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $55.1K | 5,002,180 | 0.2% |
| CDW Corp(CDW) | COM | 12514G108 | $55.0K | 385,310 | 0.2% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $42.1K | 4,998,475 | 0.1% |
| L Brands Inc | COM | 501797104 | $34.7K | 1,912,748 | 0.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $6.1K | 164,500 | 0.0% |