Q4 2019 Holdings
Filed 2020-01-28 | 33 holdings | $49.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $48.7M | 110,000 | 98.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $185.4K | 138,457 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $123.2K | 781,500 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $116.0K | 86,775 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $101.9K | 300 | 0.2% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $99.2K | 1,605,127 | 0.2% |
| Fastenal Co(FAST) | COM | 311900104 | $77.6K | 2,100,006 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $45.2K | 220,000 | 0.1% |
| Wabtec Corp(WAB) | COM | 929740108 | $36.6K | 470,500 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $30.0K | 245,000 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $30.0K | 800,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.2K | 31,780 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $2.8K | 61,074 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $2.7K | 2,325 | 0.0% |
| Cincinnati Bell Inc(CBB) | COM NEW | 171871502 | $2.1K | 200,000 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $1.3K | 2,250 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 600 | 0.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $970 | 40,000 | 0.0% |