Q2 2020 Holdings
Filed 2020-07-16 | 29 holdings | $68.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $67.7M | 161,477 | 98.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $179.3K | 126,407 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $159.0K | 781,500 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $122.2K | 86,475 | 0.2% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $91.9K | 1,603,127 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $80.2K | 300 | 0.1% |
| WIX COM LTD(WIX) | SHS | M98068105 | $62.8K | 245,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $50.0K | 220,000 | 0.1% |
| Trupanion Inc(TRUP) | COM | 898202106 | $34.2K | 800,000 | 0.0% |
| Wabtec Corp(WAB) | COM | 929740108 | $27.3K | 473,500 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.7K | 31,780 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $3.3K | 27,400 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $2.6K | 62,074 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $2.1K | 2,325 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.7K | 600 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $1.1K | 1,100 | 0.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $843 | 50,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $580 | 3,000 | 0.0% |