Q4 2016 Holdings
Filed 2017-02-14 | 18 holdings | $17.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $16.8M | 344,835 | 95.9% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $180.2K | 1,105,618 | 1.0% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $135.0K | 1,474,156 | 0.8% |
| Leucadia National Corp | COM | 527288104 | $94.2K | 4,051,042 | 0.5% |
| Interactive Brokers GRO(IBKR) | COM | 45841N107 | $68.0K | 1,862,419 | 0.4% |
| NOW Inc(DNOW) | COM | 67011P100 | $59.2K | 2,890,690 | 0.3% |
| MSC Industrial Direct Co(MSM) | CL A | 553530106 | $57.6K | 623,151 | 0.3% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $34.9K | 666,568 | 0.2% |
| Bank of America Corp(BAC) | COM | 060505104 | $33.4K | 1,511,220 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $13.9K | 147,193 | 0.1% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $10.5K | 43 | 0.1% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $6.9K | 164,748 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $6.6K | 118,355 | 0.0% |
| Sensata Technologies Holding(ST) | SHS | N7902X106 | $4.7K | 119,522 | 0.0% |
| Valmont Industries(VMI) | COM | 920253101 | $2.7K | 21,560 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $2.1K | 30,961 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $573 | 22,739 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $179 | 100,981 | 0.0% |