Q2 2017 Holdings
Filed 2017-08-14 | 24 holdings | $95.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $88.4M | 2,096,311 | 92.6% |
| Boston Beer Company Inc(SAM) | CL A | 100557107 | $6.3M | 47,759 | 6.6% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $197.9K | 2,093,070 | 0.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $158.3K | 934,478 | 0.2% |
| Leucadia National Corp | COM | 527288104 | $95.2K | 3,639,068 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM | 45841N107 | $70.6K | 1,887,090 | 0.1% |
| NOW Inc(DNOW) | COM | 67011P100 | $42.7K | 2,652,539 | 0.0% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $42.3K | 1,012,099 | 0.0% |
| MSC Industrial Direct Co(MSM) | CL A | 553530106 | $39.5K | 459,380 | 0.0% |
| Rent-A-Center Inc(UPBD) | COM | 76009N100 | $31.9K | 2,722,514 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $29.9K | 1,233,433 | 0.0% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $24.1K | 434,829 | 0.0% |
| Sensata Technologies Holding(ST) | SHS | N7902X106 | $11.2K | 262,755 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $11.0K | 43 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $8.0K | 252,310 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $4.8K | 126,930 | 0.0% |
| Molson Coors Brewing Co(TAP) | CL B | 60871R209 | $3.8K | 43,472 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $2.6K | 42,474 | 0.0% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $1.8K | 39,471 | 0.0% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $1.7K | 72,060 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $833 | 25,039 | 0.0% |
| Valmont Industries(VMI) | COM | 920253101 | $467 | 3,125 | 0.0% |
| Liberty Global Inc | SHS CL C | G5480U120 | $247 | 7,926 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $221 | 100,981 | 0.0% |