Q3 2016 Holdings
Filed 2016-11-09 | 27 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DR Horton Inc.(DHI) | COM | 23331A109 | $2.2M | 72,635 | 43.3% |
| CarMax Inc.(KMX) | COM | 143130102 | $2.2M | 40,888 | 43.1% |
| Costco Wholesale(COST) | COM | 22160K105 | $366.0K | 2,400 | 7.2% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $224.0K | 3,500 | 4.4% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $18.4K | 127,573 | 0.4% |
| Int'l Business Machines(IBM) | COM | 459200101 | $7.4K | 46,840 | 0.1% |
| USG Corporation | COM | 903293405 | $5.8K | 224,646 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $5.7K | 180,025 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $5.1K | 114,144 | 0.1% |
| Liberty Global C | COM | G5480U120 | $4.9K | 147,805 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $4.3K | 38,100 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.3K | 74,710 | 0.1% |
| General Electric | COM | 369604103 | $4.3K | 143,722 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $4.0K | 47,225 | 0.1% |
| Praxair Inc. | COM | 74005P104 | $3.8K | 31,610 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $3.7K | 110,075 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $3.7K | 22,665 | 0.1% |
| NOW Inc.(DNOW) | COM | 67011P100 | $3.7K | 171,450 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $3.5K | 83,565 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $3.5K | 122,785 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.4K | 111,645 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $2.8K | 176,250 | 0.1% |
| Discovery Comm. C(DISCKUSD) | COM | 25470F302 | $2.4K | 91,220 | 0.0% |
| National-Oilwell Varco(NOVEUR) | COM | 637071101 | $2.4K | 64,955 | 0.0% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $2.2K | 49,465 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $283 | 3,247 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $205 | 10,000 | 0.0% |