Q1 2019 Holdings
Filed 2019-04-18 | 23 holdings | $50.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $49.7M | 110,000 | 98.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $176.9K | 1,500,000 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $102.4K | 87,030 | 0.2% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $95.7K | 1,179,293 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $90.4K | 300 | 0.2% |
| Fastenal Co(FAST) | COM | 311900104 | $64.3K | 1,000,000 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $40.8K | 34,775 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $36.7K | 220,000 | 0.1% |
| Wabtec Corp(WAB) | COM | 929740108 | $33.5K | 455,000 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $22.9K | 700,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $6.4K | 31,780 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $3.0K | 58,000 | 0.0% |
| NOW Inc(DNOW) | COM | 67011P100 | $2.4K | 174,000 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $2.3K | 2,325 | 0.0% |
| Cincinnati Bell Inc(CBB) | COM NEW | 171871502 | $1.7K | 180,000 | 0.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $1.3K | 50,000 | 0.0% |