Q2 2018 Holdings
Filed 2018-08-03 | 26 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $3.9M | 52,831 | 49.5% |
| DR Horton Inc.(DHI) | COM | 23331A109 | $3.1M | 74,515 | 39.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $502.0K | 2,400 | 6.5% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $263.0K | 3,500 | 3.4% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $25.3K | 135,540 | 0.3% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $8.3K | 183,020 | 0.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $7.8K | 42,397 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $6.7K | 169,495 | 0.1% |
| Int'l Business Machines(IBM) | COM | 459200101 | $5.9K | 42,352 | 0.1% |
| USG Corporation | COM | 903293405 | $5.7K | 132,050 | 0.1% |
| Liberty Global C | COM | G5480U120 | $5.7K | 212,325 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $5.4K | 178,255 | 0.1% |
| Ford Motor Company(F) | COM | 345370860 | $4.6K | 416,600 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.6K | 82,645 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $4.6K | 84,915 | 0.1% |
| General Electric | COM | 369604103 | $4.2K | 310,392 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $4.2K | 153,800 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.1K | 144,390 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.0K | 27,690 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $3.2K | 61,150 | 0.0% |
| Schein Henry Inc.(HSIC) | COM | 806407102 | $2.7K | 37,705 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.5K | 24,990 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $365 | 13,800 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $211 | 2,547 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $203 | 10,000 | 0.0% |
| Continental Resources(CLRUSD) | COM | 212015101 | $201 | 3,100 | 0.0% |