Q1 2019 Holdings
Filed 2019-05-10 | 27 holdings | $9.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $5.5M | 79,146 | 57.9% |
| DR Horton Inc.(DHI) | COM | 23331A109 | $3.1M | 73,810 | 32.0% |
| Costco Wholesale(COST) | COM | 22160K105 | $581.0K | 2,400 | 6.1% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $270.0K | 3,500 | 2.8% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $27.1K | 134,715 | 0.3% |
| Apple Inc.(AAPL) | COM | 037833100 | $9.0K | 47,326 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $7.0K | 253,110 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $6.8K | 177,695 | 0.1% |
| Liberty Global C | COM | G5480U120 | $6.6K | 272,555 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $6.5K | 132,835 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $6.0K | 45,220 | 0.1% |
| CitiGroup Inc. | COM | 172967101 | $5.8K | 92,835 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $5.7K | 112,125 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $5.3K | 144,130 | 0.1% |
| USG Corporation | COM | 903293405 | $5.0K | 116,185 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $4.4K | 153,550 | 0.0% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.0K | 83,070 | 0.0% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $3.5K | 140,135 | 0.0% |
| General Electric | COM | 369604103 | $2.8K | 278,042 | 0.0% |
| Schein Henry Inc.(HSIC) | COM | 806407102 | $2.3K | 38,495 | 0.0% |
| Covetrus Inc.(CVETUSD) | COM | 22304C100 | $490 | 15,374 | 0.0% |
| Direxion Daily S&P 500 Bear 3X | COM | 25459Y371 | $288 | 13,800 | 0.0% |
| Dover Corporation | COM | 260137104 | $234 | 2,500 | 0.0% |
| Equity Residential(EQR) | COM | 29476L107 | $226 | 3,000 | 0.0% |
| Exxon Mobil(XOM) | COM | 30231G102 | $208 | 2,574 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $208 | 10,000 | 0.0% |
| The Southern Company(SO) | COM | 842587107 | $207 | 4,000 | 0.0% |