Q4 2016 Holdings
Filed 2017-02-06 | 27 holdings | $5.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $2.2M | 34,597 | 44.7% |
| DR Horton Inc.(DHI) | COM | 23331A109 | $2.0M | 73,980 | 40.6% |
| Costco Wholesale(COST) | COM | 22160K105 | $384.0K | 2,400 | 7.7% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $250.0K | 3,500 | 5.0% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $20.8K | 127,828 | 0.4% |
| Int'l Business Machines(IBM) | COM | 459200101 | $7.6K | 45,979 | 0.2% |
| USG Corporation | COM | 903293405 | $6.0K | 207,929 | 0.1% |
| Liberty Global C | COM | G5480U120 | $5.3K | 179,582 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $4.7K | 45,884 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.7K | 84,610 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $4.5K | 130,434 | 0.1% |
| General Electric | COM | 369604103 | $4.5K | 142,244 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $4.5K | 38,460 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.3K | 69,179 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.1K | 22,700 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $3.9K | 176,150 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $3.7K | 108,825 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $3.6K | 84,390 | 0.1% |
| Praxair Inc. | COM | 74005P104 | $3.6K | 30,838 | 0.1% |
| NOW Inc.(DNOW) | COM | 67011P100 | $3.4K | 165,509 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $3.4K | 124,410 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.4K | 108,295 | 0.1% |
| Discovery Comm. C(DISCKUSD) | COM | 25470F302 | $2.4K | 90,985 | 0.0% |
| National-Oilwell Varco(NOVEUR) | COM | 637071101 | $2.3K | 62,240 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $745 | 69,000 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $294 | 3,253 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $201 | 10,000 | 0.0% |