Q2 2019 Holdings
Filed 2019-07-26 | 23 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 | $6.8M | 78,261 | 87.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $634.0K | 2,400 | 8.1% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $249.0K | 3,500 | 3.2% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $28.6K | 134,119 | 0.4% |
| Apple Inc.(AAPL) | COM | 037833100 | $9.1K | 46,041 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $7.2K | 247,085 | 0.1% |
| Liberty Global C | COM | G5480U120 | $7.1K | 267,955 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $6.6K | 173,865 | 0.1% |
| CitiGroup Inc. | COM | 172967101 | $6.4K | 91,815 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $6.3K | 130,925 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $6.3K | 44,445 | 0.1% |
| General Motors(GM) | COM | 37045V100 | $5.5K | 142,170 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $4.9K | 111,390 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $4.3K | 152,100 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $4.1K | 138,305 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.0K | 83,820 | 0.1% |
| Micron Technology Inc.(MU) | COM | 595112103 | $3.8K | 99,205 | 0.0% |
| General Electric | COM | 369604103 | $2.9K | 275,542 | 0.0% |
| Covetrus Inc.(CVETUSD) | COM | 22304C100 | $365 | 14,914 | 0.0% |
| Dover Corporation | COM | 260137104 | $250 | 2,500 | 0.0% |
| Equity Residential(EQR) | COM | 29476L107 | $228 | 3,000 | 0.0% |
| The Southern Company(SO) | COM | 842587107 | $221 | 4,000 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $204 | 10,000 | 0.0% |