Q2 2014 Holdings
Filed 2014-07-30 | 28 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $4.0M | 77,847 | 86.5% |
| Costco Wholesale(COST) | COM | 22160K105 | $276.0K | 2,400 | 5.9% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $211.0K | 3,500 | 4.5% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $20.3K | 160,224 | 0.4% |
| USG Corporation | COM | 903293405 | $9.1K | 301,876 | 0.2% |
| DirecTV | COM | 25490A309 | $8.3K | 97,735 | 0.2% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $8.1K | 154,804 | 0.2% |
| Air Products(APD) | COM | 009158106 | $8.0K | 62,130 | 0.2% |
| AT&T Corp.(T) | COM | 00206R102 | $8.0K | 225,669 | 0.2% |
| Williams Companies(WMB) | COM | 969457100 | $7.9K | 136,089 | 0.2% |
| National-Oilwell Varco(NOVEUR) | COM | 637071101 | $7.6K | 92,820 | 0.2% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $7.3K | 180,325 | 0.2% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $7.2K | 90,493 | 0.2% |
| Int'l Business Machines(IBM) | COM | 459200101 | $6.7K | 36,772 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.6K | 158,670 | 0.1% |
| Chesapeake Energy(CHKEUR) | COM | 165167107 | $6.5K | 210,470 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $6.4K | 70,665 | 0.1% |
| Liberty Media Ser A | COM | 531229102 | $6.2K | 45,345 | 0.1% |
| General Electric | COM | 369604103 | $6.2K | 235,729 | 0.1% |
| Liberty Global Ser C | COM | G5480U120 | $5.8K | 136,205 | 0.1% |
| Hewlett Packard | COM | 428236103 | $5.5K | 162,115 | 0.1% |
| WPX Energy, Inc | COM | 98212B103 | $3.6K | 152,183 | 0.1% |
| NOW Inc.(DNOW) | COM | 67011P100 | $840 | 23,191 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $321 | 3,188 | 0.0% |
| Newfield Exploration | COM | 651290108 | $309 | 7,000 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $257 | 10,000 | 0.0% |
| Dover Corporation | COM | 260137104 | $227 | 2,500 | 0.0% |
| Annaly Capital Mgmt.(NLYEUR) | COM | 035710409 | $115 | 10,100 | 0.0% |