Q1 2018 Holdings
Filed 2018-05-11 | 35 holdings | $89.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $67.6M | 1,091,588 | 75.6% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $21.1M | 63,981 | 23.6% |
| Berkshire Hathaway-B-New(BRK/B) | CL B | 084670702 | $147.5K | 739,628 | 0.2% |
| Bank of the Ozarks Inc | COM | 063904106 | $59.9K | 1,240,848 | 0.1% |
| Ametek Inc(AME) | COM | 031100100 | $53.1K | 699,243 | 0.1% |
| Visa Inc Class(V) | CL A | 92826C839 | $40.4K | 338,076 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $37.1K | 31,666 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $36.1K | 268,271 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $35.9K | 945,522 | 0.0% |
| Alphabet Inc CL(GOOG) | CL C | 02079K107 | $30.3K | 29,320 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $28.7K | 285,311 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $26.1K | 367,927 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $24.8K | 106,911 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $23.9K | 171,166 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $23.2K | 93,822 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $20.6K | 111,504 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $20.1K | 652,986 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $18.2K | 308,299 | 0.0% |
| Wells Fargo Co(WFC) | COM | 949746101 | $17.7K | 338,232 | 0.0% |
| Alphabet Inc CL(GOOGL) | CL A | 02079K305 | $6.0K | 5,737 | 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 | 5,302 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $897 | 3 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $807 | 11,009 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $561 | 3,204 | 0.0% |
| Stantec Inc(STN) | COM | 85472N109 | $526 | 21,329 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A | 112585104 | $505 | 12,938 | 0.0% |
| TJX Companies Inc CM(TJX) | COM | 872540109 | $446 | 5,467 | 0.0% |
| Lululemon Athletica Inc Co(LULU) | COM | 550021109 | $410 | 4,600 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $317 | 1,523 | 0.0% |
| Ryanair Hldgs PLC(RYAAY) | COM | 783513203 | $307 | 2,500 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $227 | 3,961 | 0.0% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $226 | 12,264 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $223 | 4,077 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $185 | 2,266 | 0.0% |