Q2 2019 Holdings
Filed 2019-08-14 | 14 holdings | $143.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $142.0M | 3,386,118 | 98.8% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $427.7K | 2,006,516 | 0.3% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $349.0K | 883 | 0.2% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $196.0K | 1,398,360 | 0.1% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $195.4K | 2,149,638 | 0.1% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $165.6K | 3,079,135 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $140.0K | 1,641,378 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $78.3K | 4,072,067 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $72.1K | 1,329,415 | 0.1% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $23.3K | 487,748 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $13.7K | 43 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $12.8K | 208,877 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $7.8K | 267,880 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $64 | 22,981 | 0.0% |