Q4 2018 Holdings
Filed 2019-02-04 | 22 holdings | $6.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $3.4M | 53,706 | 49.5% |
| DR Horton Inc.(DHI) | COM | 23331A109 | $2.6M | 75,265 | 38.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $489.0K | 2,400 | 7.2% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $241.0K | 3,500 | 3.5% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $27.5K | 134,446 | 0.4% |
| Apple Inc.(AAPL) | COM | 037833100 | $7.5K | 47,676 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $6.7K | 181,660 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $6.3K | 254,085 | 0.1% |
| Liberty Global C | COM | G5480U120 | $5.6K | 273,570 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $5.3K | 112,380 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $5.2K | 133,185 | 0.1% |
| USG Corporation | COM | 903293405 | $5.0K | 117,160 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.8K | 45,190 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $4.8K | 144,125 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $3.8K | 82,375 | 0.1% |
| CitiGroup Inc. | COM | 172967101 | $3.6K | 69,675 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.4K | 153,350 | 0.0% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $3.3K | 140,435 | 0.0% |
| Schein Henry Inc.(HSIC) | COM | 806407102 | $3.0K | 38,090 | 0.0% |
| General Electric | COM | 369604103 | $2.1K | 278,042 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $425 | 13,800 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $181 | 10,000 | 0.0% |