Q4 2018 Holdings
Filed 2019-02-14 | 16 holdings | $118.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $113.0M | 3,166,038 | 95.4% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $4.3M | 14,999 | 3.6% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $244.6K | 1,197,998 | 0.2% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $221.5K | 1,476,049 | 0.2% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $162.4K | 1,570,251 | 0.1% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $129.0K | 3,052,852 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $113.1K | 1,645,436 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $72.8K | 1,332,215 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $68.2K | 3,928,747 | 0.1% |
| Molson Coors Brewing Co(TAP) | CL B | 60871R209 | $56.3K | 1,002,745 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $28.5K | 492,716 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $13.2K | 43 | 0.0% |
| L Brands Inc | COM | 501797104 | $11.1K | 431,459 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $8.7K | 211,299 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $6.8K | 275,980 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $144 | 47,981 | 0.0% |