Q4 2017 Holdings
Filed 2018-02-13 | 22 holdings | $91.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $90.8M | 1,768,191 | 98.9% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $205.5K | 1,713,815 | 0.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $182.3K | 919,506 | 0.2% |
| Interactive Brokers GRO(IBKR) | COM | 45841N107 | $110.1K | 1,859,861 | 0.1% |
| Leucadia National Corp | COM | 527288104 | $95.1K | 3,589,458 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $88.7K | 1,556,701 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $49.8K | 499,283 | 0.1% |
| Rent-A-Center Inc(UPBD) | COM | 76009N100 | $45.2K | 4,070,422 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $43.7K | 974,773 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $42.2K | 166,377 | 0.0% |
| MSC Industrial Direct Co(MSM) | CL A | 553530106 | $33.3K | 344,053 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $16.1K | 546,554 | 0.0% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $13.3K | 220,004 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $12.8K | 43 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $10.8K | 249,040 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $10.3K | 297,855 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $3.3K | 42,274 | 0.0% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $2.4K | 38,821 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $942 | 27,439 | 0.0% |
| Dentsply International Inc(XRAY) | COM | 24906P109 | $752 | 11,437 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $274 | 100,981 | 0.0% |
| Liberty Global Inc | SHS CL C | G5480U120 | $268 | 7,926 | 0.0% |