Q4 2019 Holdings
Filed 2020-02-14 | 28 holdings | $132.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $130.8M | 2,688,996 | 99.0% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $443.1K | 1,956,139 | 0.3% |
| Cimpress N V(CMPR) | SHS EURO | G2143T103 | $251.0K | 1,995,437 | 0.2% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $174.8K | 2,719,644 | 0.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $140.0K | 1,248,158 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $119.5K | 1,527,632 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $85.3K | 3,990,704 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $54.8K | 1,174,950 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $18.2K | 451,641 | 0.0% |
| Covetrus Inc(CVETUSD) | COM | 22304C100 | $16.9K | 1,282,949 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $14.6K | 43 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $13.6K | 191,777 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $8.8K | 249,180 | 0.0% |
| Grubhub Inc | COM | 400110102 | $206 | 4,228 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $61 | 22,781 | 0.0% |