Q1 2017 Holdings
Filed 2017-05-04 | 29 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DR Horton Inc.(DHI) | COM | 23331A109 | $2.6M | 76,605 | 46.6% |
| CarMax Inc.(KMX) | COM | 143130102 | $2.1M | 35,487 | 38.4% |
| Costco Wholesale(COST) | COM | 22160K105 | $402.0K | 2,400 | 7.3% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $257.0K | 3,500 | 4.7% |
| Accuray Inc(ARAY) | COM | 004397105 | $52.0K | 11,000 | 1.0% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $21.8K | 130,827 | 0.4% |
| Int'l Business Machines(IBM) | COM | 459200101 | $8.4K | 48,504 | 0.2% |
| USG Corporation | COM | 903293405 | $6.6K | 208,429 | 0.1% |
| Liberty Global C | COM | G5480U120 | $6.5K | 186,745 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $5.9K | 182,580 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $5.6K | 38,630 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.8K | 85,500 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $4.7K | 133,194 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.6K | 69,375 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $4.4K | 86,190 | 0.1% |
| General Electric | COM | 369604103 | $4.4K | 146,114 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $4.3K | 111,085 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.2K | 178,625 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.0K | 23,380 | 0.1% |
| Praxair Inc. | COM | 74005P104 | $3.8K | 31,618 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.4K | 113,545 | 0.1% |
| NOW Inc.(DNOW) | COM | 67011P100 | $2.7K | 159,459 | 0.0% |
| Discovery Comm. C(DISCKUSD) | COM | 25470F302 | $2.7K | 93,840 | 0.0% |
| National-Oilwell Varco(NOVEUR) | COM | 637071101 | $2.5K | 61,290 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $625 | 69,000 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $207 | 10,000 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $206 | 2,508 | 0.0% |
| Dover Corporation | COM | 260137104 | $201 | 2,500 | 0.0% |
| Hecla Mining Co.(HL) | COM | 422704106 | $69 | 13,000 | 0.0% |