Q4 2019 Holdings
Filed 2020-01-30 | 22 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $6.8M | 78,096 | 85.9% |
| Costco Wholesale(COST) | COM | 22160K105 | $705.0K | 2,400 | 8.8% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $297.0K | 3,500 | 3.7% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $30.4K | 134,348 | 0.4% |
| Apple Inc.(AAPL) | COM | 037833100 | $13.1K | 44,696 | 0.2% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $8.7K | 245,655 | 0.1% |
| Liberty Media C Sirius(LSXMKUSD) | COM | 531229607 | $8.2K | 170,930 | 0.1% |
| CitiGroup Inc. | COM | 172967101 | $7.4K | 92,105 | 0.1% |
| Lennar Corp A(LEN) | COM | 526057104 | $7.3K | 130,395 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $7.2K | 142,535 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $6.5K | 43,775 | 0.1% |
| Micron Technology Inc.(MU) | COM | 595112103 | $5.4K | 99,530 | 0.1% |
| Delta Air Lines, Inc.(DAL) | COM | 247361702 | $4.6K | 79,340 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $4.5K | 84,245 | 0.1% |
| Liberty Global C | COM | G5480U120 | $4.4K | 201,470 | 0.1% |
| Axalta Coating Sys(AXTA) | COM | G0750C108 | $4.2K | 137,530 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.7K | 154,150 | 0.0% |
| General Electric | COM | 369604103 | $3.0K | 267,992 | 0.0% |
| Dover Corporation | COM | 260137104 | $288 | 2,500 | 0.0% |
| The Southern Company(SO) | COM | 842587107 | $255 | 4,000 | 0.0% |
| Equity Residential(EQR) | COM | 29476L107 | $243 | 3,000 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $203 | 10,000 | 0.0% |