Q1 2020 Holdings
Filed 2020-05-15 | 12 holdings | $31.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $31.4M | 583,169 | 99.0% |
| Liberty Broadband(LBRDK) | COM | 530307305 | $75.1K | 678,568 | 0.2% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $62.6K | 340,759 | 0.2% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $53.6K | 941,658 | 0.2% |
| CDW Corp(CDW) | COM | 12514G108 | $35.9K | 385,310 | 0.1% |
| Qurate Retail Inc(QVCAUSD) | SERIES A | 74915M100 | $35.1K | 5,748,475 | 0.1% |
| L Brands Inc | COM | 501797104 | $24.4K | 2,112,748 | 0.1% |
| CDK Global Inc(CDK) | COM | 12508E101 | $18.1K | 552,435 | 0.1% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $14.1K | 469,116 | 0.0% |
| Heico Corp(HEI/A) | CL A | 422806208 | $2.2K | 34,191 | 0.0% |
| Cactus Inc(WHD) | COM | 127203107 | $1.7K | 150,000 | 0.0% |
| Heico Corp(HEI) | COM | 422806109 | $1.1K | 15,000 | 0.0% |