Q3 2013 Holdings
Filed 2013-11-13 | 23 holdings | $90.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $89.9M | 1,854,177 | 98.9% |
| O'reilly Automotive Inc New(ORLY) | COM | 67103H107 | $99.0K | 776,098 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $96.2K | 1,297,431 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $96.0K | 185,409 | 0.1% |
| Bally Technologies Inc | COM | 05874B107 | $84.9K | 1,177,840 | 0.1% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $77.8K | 1,404,713 | 0.1% |
| AON PLC(AON) | CLA | G0408V102 | $63.8K | 857,387 | 0.1% |
| Twenty-First Century FOX Inc | CLA | 90130A101 | $57.7K | 1,721,486 | 0.1% |
| Google Inc | CLA | 38259P508 | $56.7K | 64,750 | 0.1% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $46.2K | 1,006,770 | 0.1% |
| Scwab Charles Corp New(SCHW) | COM | 808513105 | $43.0K | 2,034,891 | 0.0% |
| World Fuel Svcs Corp(WKC) | COM | 981475106 | $42.0K | 1,126,363 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $40.8K | 765,067 | 0.0% |
| Micros SYS Inc | COM | 594901100 | $38.1K | 763,165 | 0.0% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $27.9K | 856,595 | 0.0% |
| Roadrunner Trnsn Svcs Hlds I | COM | 76973Q105 | $25.7K | 911,291 | 0.0% |
| Price T Rowe Group Inc(TROW) | COM | 74144T108 | $24.1K | 334,904 | 0.0% |
| American Woodmark Corp(AMWD) | COM | 030506109 | $23.8K | 685,687 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $18.8K | 181,380 | 0.0% |
| Marlin Business Svcs Corp | COM | 571157106 | $12.4K | 498,336 | 0.0% |
| Diamond Hill INV Group New(DHIL) | COM | 25264R207 | $9.1K | 84,695 | 0.0% |
| News Corp(NWSA) | CLA | 65249B109 | $7.6K | 475,488 | 0.0% |
| UTI Worldwide Inc | ORD | G87210103 | $7.6K | 504,708 | 0.0% |