Q2 2017 Holdings
Filed 2017-07-10 | 26 holdings | $28.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $28.3M | 110,000 | 98.4% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $132.7K | 521 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $98.3K | 1,425,500 | 0.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $69.4K | 74,645 | 0.2% |
| Fastenal Co(FAST) | COM | 311900104 | $34.8K | 800,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $31.6K | 34,775 | 0.1% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $25.9K | 503,961 | 0.1% |
| Wabtec(WAB) | COM | 929740108 | $16.9K | 185,000 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $13.4K | 600,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $11.3K | 75,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.4K | 31,780 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $2.3K | 2,325 | 0.0% |
| NOW Inc(DNOW) | COM | 67011P100 | $2.0K | 125,000 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $988 | 30,000 | 0.0% |
| Eagle Bulk Shipping Inc | SHS NEW | Y2187A143 | $757 | 160,000 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $561 | 15,000 | 0.0% |