Q1 2018 Holdings
Filed 2018-05-14 | 21 holdings | $82.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $81.2M | 1,736,021 | 98.6% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $229.2K | 1,481,851 | 0.3% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $182.1K | 912,904 | 0.2% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $172.2K | 809,191 | 0.2% |
| Interactive Brokers GRO CL A(IBKR) | COM | 45841N107 | $117.0K | 1,740,260 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $84.3K | 1,572,738 | 0.1% |
| Leucadia National Corp | COM | 527288104 | $77.8K | 3,420,887 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $69.8K | 588,650 | 0.1% |
| Molson Coors Brewing Co B(TAP) | CL B | 60871R209 | $45.3K | 601,929 | 0.1% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $36.7K | 970,492 | 0.0% |
| Rent A Center Inc(UPBD) | COM | 76009N100 | $35.2K | 4,078,846 | 0.0% |
| MSC Industrial Direct Co A(MSM) | CL A | 553530106 | $28.0K | 304,969 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $16.3K | 543,731 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $12.9K | 43 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $12.5K | 245,428 | 0.0% |
| Heico Corp New CL A(HEI/A) | CL A | 422806208 | $3.6K | 51,340 | 0.0% |
| Armstrong World Industries(AWI) | COM | 04247X102 | $2.2K | 38,640 | 0.0% |
| Raven Industries Inc(RAVN) | COM | 754212108 | $950 | 27,128 | 0.0% |
| Dentsply International Inc(XRAY) | COM | 24906P109 | $575 | 11,437 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $315 | 100,981 | 0.0% |
| Liberty Global Inc Series C | SHS CL C | G5480U120 | $232 | 7,626 | 0.0% |