Q3 2019 Holdings
Filed 2019-11-14 | 15 holdings | $156.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $155.0M | 3,057,473 | 98.9% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $483.0K | 2,322,055 | 0.3% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $364.0K | 883 | 0.2% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $275.0K | 2,085,731 | 0.2% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $164.4K | 3,118,927 | 0.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $138.0K | 1,077,394 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $125.3K | 1,585,928 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $72.1K | 3,917,667 | 0.0% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $65.4K | 1,216,750 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $17.0K | 469,448 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $13.4K | 43 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $12.5K | 200,577 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $7.6K | 259,680 | 0.0% |
| Grubhub Inc | COM | 400110102 | $238 | 4,228 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $61 | 22,981 | 0.0% |