Q4 2014 Holdings
Filed 2015-02-10 | 29 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $5.2M | 78,427 | 88.4% |
| Costco Wholesale(COST) | COM | 22160K105 | $340.0K | 2,400 | 5.8% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $203.0K | 3,500 | 3.4% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $24.3K | 161,836 | 0.4% |
| Liberty Global C | COM | G5480U120 | $8.6K | 177,875 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $8.4K | 153,829 | 0.1% |
| USG Corporation | COM | 903293405 | $8.1K | 289,006 | 0.1% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $8.0K | 178,960 | 0.1% |
| DirecTV | COM | 25490A309 | $8.0K | 91,800 | 0.1% |
| Int'l Business Machines(IBM) | COM | 459200101 | $7.3K | 45,472 | 0.1% |
| AT&T Corp.(T) | COM | 00206R102 | $7.1K | 210,912 | 0.1% |
| Chicago Bridge&Iron | COM | 167250109 | $6.6K | 157,450 | 0.1% |
| General Electric | COM | 369604103 | $6.1K | 242,104 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $6.0K | 133,560 | 0.1% |
| National-Oilwell Varco(NOVEUR) | COM | 637071101 | $5.8K | 88,430 | 0.1% |
| NOW Inc.(DNOW) | COM | 67011P100 | $5.7K | 219,755 | 0.1% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $5.6K | 91,318 | 0.1% |
| Praxair Inc. | COM | 74005P104 | $5.5K | 42,820 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.8K | 104,240 | 0.1% |
| Chesapeake Energy(CHKEUR) | COM | 165167107 | $4.5K | 228,069 | 0.1% |
| WPX Energy, Inc | COM | 98212B103 | $3.8K | 325,850 | 0.1% |
| Liberty Media C | COM | 531229300 | $3.0K | 86,560 | 0.1% |
| Liberty Media A | COM | 531229102 | $1.5K | 42,455 | 0.0% |
| Liberty Broadband C(LBRDK) | COM | 530307305 | $1.1K | 21,835 | 0.0% |
| Liberty Broadband A(LBRDA) | COM | 530307107 | $531 | 10,600 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $296 | 3,199 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $270 | 10,000 | 0.0% |
| Equity Residential(EQR) | COM | 29476L107 | $216 | 3,000 | 0.0% |
| Annaly Capital Mgmt.(NLYEUR) | COM | 035710409 | $109 | 10,100 | 0.0% |