Q3 2017 Holdings
Filed 2017-11-14 | 25 holdings | $91.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $90.7M | 1,910,594 | 99.0% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $202.0K | 2,068,777 | 0.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $171.4K | 934,906 | 0.2% |
| Leucadia National Corp | COM | 527288104 | $92.3K | 3,654,168 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $87.2K | 1,556,390 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM | 45841N107 | $85.4K | 1,895,555 | 0.1% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $43.0K | 1,285,565 | 0.0% |
| Rent-A-Center Inc(UPBD) | COM | 76009N100 | $35.2K | 3,070,319 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $31.2K | 1,231,354 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $29.4K | 132,686 | 0.0% |
| MSC Industrial Direct Co(MSM) | CL A | 553530106 | $28.7K | 380,031 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $22.9K | 564,447 | 0.0% |
| Foot Locker Inc(WOO) | COM | 344849104 | $18.9K | 537,499 | 0.0% |
| Molson Coors Brewing Co(TAP) | CL B | 60871R209 | $17.3K | 211,632 | 0.0% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $12.4K | 224,504 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $11.8K | 43 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $8.7K | 252,540 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $3.2K | 42,474 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $3.2K | 32,507 | 0.0% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $2.0K | 38,921 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $892 | 27,539 | 0.0% |
| Dentsply International Inc(XRAY) | COM | 24906P109 | $684 | 11,437 | 0.0% |
| Valmont Industries(VMI) | COM | 920253101 | $494 | 3,125 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $267 | 100,981 | 0.0% |
| Liberty Global Inc | SHS CL C | G5480U120 | $259 | 7,926 | 0.0% |