Q1 2019 Holdings
Filed 2019-05-14 | 15 holdings | $124.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $122.6M | 3,431,418 | 98.7% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $373.1K | 1,857,466 | 0.3% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $306.0K | 883 | 0.2% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $198.1K | 1,131,963 | 0.2% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $172.6K | 3,150,410 | 0.1% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $168.1K | 2,097,261 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $143.4K | 1,656,898 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $77.9K | 4,143,477 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $70.1K | 1,351,215 | 0.1% |
| Molson Coors Brewing Co(TAP) | CL B | 60871R209 | $34.4K | 577,321 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $26.3K | 497,548 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $13.0K | 43 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $11.9K | 214,799 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $7.7K | 277,380 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $69 | 22,981 | 0.0% |