Q1 2018 Holdings
Filed 2018-05-01 | 24 holdings | $7.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DR Horton Inc.(DHI) | COM | 23331A109 | $3.3M | 75,041 | 44.4% |
| CarMax Inc.(KMX) | COM | 143130102 | $3.3M | 53,006 | 44.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $452.0K | 2,400 | 6.1% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $270.0K | 3,500 | 3.6% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $27.1K | 135,980 | 0.4% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $7.5K | 183,965 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $7.1K | 42,537 | 0.1% |
| USG Corporation | COM | 903293405 | $6.7K | 164,638 | 0.1% |
| Int'l Business Machines(IBM) | COM | 459200101 | $6.6K | 42,757 | 0.1% |
| Liberty Global C | COM | G5480U120 | $6.5K | 212,400 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $6.2K | 171,004 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $5.5K | 180,750 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $4.4K | 85,055 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.4K | 83,445 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.3K | 144,790 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.3K | 27,845 | 0.1% |
| General Electric | COM | 369604103 | $4.2K | 313,662 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.9K | 154,925 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $3.6K | 61,497 | 0.0% |
| Ford Motor Company(F) | COM | 345370860 | $3.2K | 284,700 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.3K | 25,210 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $407 | 13,800 | 0.0% |
| Dover Corporation | COM | 260137104 | $246 | 2,500 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $193 | 10,000 | 0.0% |