Q2 2017 Holdings
Filed 2017-08-10 | 26 holdings | $5.6M | 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 | 75,925 | 46.8% |
| CarMax Inc.(KMX) | COM | 143130102 | $2.2M | 35,276 | 39.6% |
| Costco Wholesale(COST) | COM | 22160K105 | $384.0K | 2,400 | 6.8% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $274.0K | 3,500 | 4.9% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $23.3K | 137,822 | 0.4% |
| Int'l Business Machines(IBM) | COM | 459200101 | $8.3K | 53,816 | 0.1% |
| Liberty Global C | COM | G5480U120 | $6.6K | 212,325 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $6.3K | 151,875 | 0.1% |
| USG Corporation | COM | 903293405 | $6.0K | 208,154 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $6.0K | 172,904 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $5.8K | 181,545 | 0.1% |
| General Electric | COM | 369604103 | $5.7K | 210,178 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $5.6K | 38,572 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.7K | 85,640 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $4.6K | 85,730 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.5K | 23,345 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.3K | 179,075 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.8K | 55,135 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.4K | 112,545 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $3.0K | 57,995 | 0.1% |
| Discovery Comm. C(DISCKUSD) | COM | 25470F302 | $2.3K | 92,715 | 0.0% |
| NOW Inc.(DNOW) | COM | 67011P100 | $1.4K | 86,390 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $570 | 13,800 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $218 | 10,000 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $203 | 2,515 | 0.0% |
| Dover Corporation | COM | 260137104 | $201 | 2,500 | 0.0% |