Q4 2017 Holdings
Filed 2018-02-05 | 24 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DR Horton Inc.(DHI) | COM | 23331A109 | $3.9M | 75,466 | 55.6% |
| CarMax Inc.(KMX) | COM | 143130102 | $2.2M | 34,884 | 32.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $447.0K | 2,400 | 6.4% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $281.0K | 3,500 | 4.1% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $27.2K | 136,971 | 0.4% |
| Liberty Global C | COM | G5480U120 | $8.5K | 252,205 | 0.1% |
| Int'l Business Machines(IBM) | COM | 459200101 | $7.9K | 51,737 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $7.0K | 171,754 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $6.7K | 39,372 | 0.1% |
| USG Corporation | COM | 903293405 | $6.4K | 166,328 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $6.0K | 152,200 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $6.0K | 35,313 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $5.9K | 181,000 | 0.1% |
| General Electric | COM | 369604103 | $5.6K | 322,532 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $5.2K | 177,550 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $5.1K | 83,695 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $3.9K | 61,747 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.5K | 116,110 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.2K | 37,680 | 0.0% |
| Bank of NY Mellon(BK) | COM | 064058100 | $3.1K | 58,120 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $413 | 13,800 | 0.0% |
| Dover Corporation | COM | 260137104 | $252 | 2,500 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $228 | 10,000 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $212 | 2,531 | 0.0% |