Q2 2022 Holdings
Filed 2022-07-13 | 28 holdings | $70.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $69.7M | 147,208 | 98.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $270.6K | 124,157 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $199.8K | 778,050 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $187.6K | 85,775 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $122.7K | 300 | 0.2% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $64.7K | 1,452,728 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $29.0K | 175,528 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $21.0K | 130,000 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $17.0K | 260,000 | 0.0% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $10.3K | 93,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $8.7K | 31,780 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $8.0K | 355,000 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $3.8K | 69,074 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $3.0K | 2,325 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.5K | 3,950 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $1.5K | 15,750 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $1.3K | 165,000 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.1K | 30,000 | 0.0% |
| Radcom LTD(RDCM) | SHS NEW | M81865111 | $63 | 5,519 | 0.0% |