Q1 2020 Holdings
Filed 2020-05-15 | 27 holdings | $65.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autonation Inc(AN) | COM | 05329W102 | $64.8M | 2,310,483 | 99.0% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $263.2K | 1,439,746 | 0.4% |
| Cimpress N V(CMPR) | SHS EURO | G2143T103 | $85.3K | 1,602,632 | 0.1% |
| Spectrum Brands Holdings Inc(SPB) | COM | 84790A105 | $63.6K | 1,749,868 | 0.1% |
| Monro Muffler Brake Inc(MNRO) | COM | 610236101 | $61.7K | 1,408,248 | 0.1% |
| Interactive Brokers GRO(IBKR) | COM CL A | 45841N107 | $43.1K | 999,185 | 0.1% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $41.8K | 3,056,028 | 0.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $23.7K | 705,603 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $12.4K | 231,791 | 0.0% |
| Berkshire Hathaway Inc CL A(BRK/A) | CL A | 084670108 | $11.7K | 43 | 0.0% |
| Covetrus Inc(CVETUSD) | COM | 22304C100 | $8.1K | 991,498 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $6.9K | 121,377 | 0.0% |
| Bank of America Corp(BAC) | COM | 060505104 | $601 | 28,327 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $523 | 40,550 | 0.0% |
| Molson Coors Beverage Co(TAP) | CL B | 60871R209 | $483 | 12,383 | 0.0% |
| Deswell Industries Inc(DSWL) | COM | 250639101 | $50 | 22,781 | 0.0% |