Q1 2017 Holdings
Filed 2017-05-15 | 21 holdings | $23.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $23.1M | 545,885 | 97.1% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $153.0K | 918,068 | 0.6% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $152.4K | 1,768,093 | 0.6% |
| Leucadia National Corp | COM | 527288104 | $92.7K | 3,563,868 | 0.4% |
| Interactive Brokers GRO(IBKR) | COM | 45841N107 | $64.5K | 1,855,181 | 0.3% |
| NOW Inc(DNOW) | COM | 67011P100 | $48.2K | 2,842,472 | 0.2% |
| MSC Industrial Direct Co(MSM) | CL A | 553530106 | $46.3K | 450,919 | 0.2% |
| Bank of America Corp(BAC) | COM | 060505104 | $28.7K | 1,217,333 | 0.1% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $26.1K | 468,429 | 0.1% |
| Rent-A-Center Inc(UPBD) | COM | 76009N100 | $13.0K | 1,469,758 | 0.1% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $11.1K | 256,195 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $10.7K | 43 | 0.0% |
| Sensata Technologies Holding(ST) | SHS | N7902X106 | $8.8K | 201,422 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $7.7K | 123,855 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $5.6K | 49,968 | 0.0% |
| Valmont Industries(VMI) | COM | 920253101 | $3.5K | 22,760 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $2.4K | 31,532 | 0.0% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $1.8K | 38,971 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $707 | 24,339 | 0.0% |
| Liberty Global Inc | SHS CL C | G5480U120 | $277 | 7,926 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $196 | 100,981 | 0.0% |