Q1 2020 Holdings
Filed 2020-04-24 | 33 holdings | $30.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $29.5M | 115,477 | 97.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $159.1K | 136,907 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $123.3K | 781,500 | 0.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $100.6K | 86,475 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $81.6K | 300 | 0.3% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $77.4K | 1,604,627 | 0.3% |
| Fastenal Co(FAST) | COM | 311900104 | $65.6K | 2,100,006 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $36.7K | 220,000 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $24.7K | 245,000 | 0.1% |
| Wabtec Corp(WAB) | COM | 929740108 | $22.8K | 473,500 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $20.8K | 800,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.8K | 31,780 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $2.2K | 2,325 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $1.5K | 27,400 | 0.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $1.3K | 120,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.2K | 600 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $737 | 17,074 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $537 | 1,100 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $419 | 2,600 | 0.0% |
| Core Laboratories N V(CLB) | COM | N22717107 | $155 | 15,000 | 0.0% |