Q4 2017 Holdings
Filed 2018-02-13 | 35 holdings | $86.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $66.2M | 1,032,850 | 76.9% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $19.2M | 59,426 | 22.3% |
| Berkshire Hathaway-B-New(BRK/B) | CL B | 084670702 | $142.0K | 716,216 | 0.2% |
| Bank of the Ozarks Inc | COM | 063904106 | $58.9K | 1,215,840 | 0.1% |
| Ametek Inc(AME) | COM | 031100100 | $49.5K | 682,995 | 0.1% |
| Visa Inc Class(V) | CL A | 92826C839 | $38.2K | 334,714 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $37.3K | 916,503 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $35.9K | 267,529 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $35.0K | 30,727 | 0.0% |
| Alphabet Inc CL(GOOG) | CL C | 02079K107 | $29.1K | 27,835 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $28.7K | 267,127 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $28.7K | 103,885 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $23.3K | 294,313 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $22.3K | 92,798 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $21.8K | 637,915 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $21.0K | 307,472 | 0.0% |
| Wells Fargo Co(WFC) | COM | 949746101 | $20.3K | 333,964 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $19.0K | 110,876 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $18.2K | 161,571 | 0.0% |
| Alphabet Inc CL(GOOGL) | CL A | 02079K305 | $6.1K | 5,814 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $1.6K | 14,757 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.4K | 5,344 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $893 | 3 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $730 | 11,009 | 0.0% |
| Stantec Inc(STN) | COM | 85472N109 | $596 | 21,329 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A | 112585104 | $563 | 12,938 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $485 | 3,204 | 0.0% |
| Lululemon Athletica Inc Co(LULU) | COM | 550021109 | $362 | 4,600 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $301 | 1,523 | 0.0% |
| Ryanair Hldgs PLC(RYAAY) | COM | 783513203 | $260 | 2,500 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $259 | 3,961 | 0.0% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $256 | 12,264 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $223 | 4,077 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $183 | 2,266 | 0.0% |
| TJX Companies Inc CM(TJX) | COM | 872540109 | $164 | 2,141 | 0.0% |