Q3 2018 Holdings
Filed 2018-11-13 | 36 holdings | $88.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $87.3M | 1,169,505 | 99.1% |
| Berkshire Hathaway-B-New(BRK/B) | CL B | 084670702 | $174.0K | 812,536 | 0.2% |
| Ametek Inc(AME) | COM | 031100100 | $61.0K | 771,156 | 0.1% |
| Bank OZK | COM | 063904106 | $51.1K | 1,346,204 | 0.1% |
| Visa Inc Class(V) | CL A | 92826C839 | $45.4K | 302,598 | 0.1% |
| Union Pacific Corp(UNP) | COM | 907818108 | $45.3K | 278,035 | 0.1% |
| Markel Corp Holding(MKL) | COM | 570535104 | $40.7K | 34,211 | 0.0% |
| Alphabet Inc CL(GOOG) | CL C | 02079K107 | $40.5K | 33,942 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $35.4K | 303,052 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $35.0K | 463,327 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $31.5K | 180,690 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $25.1K | 676,212 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $24.9K | 506,129 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $23.3K | 206,769 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $20.7K | 118,217 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $20.2K | 102,099 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $20.0K | 121,547 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $19.9K | 380,256 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $18.7K | 113,609 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $17.8K | 51,127 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $17.3K | 7,013 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $14.0K | 440,833 | 0.0% |
| Alphabet Inc CL(GOOGL) | CL A | 02079K305 | $6.9K | 5,682 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | 5,302 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $960 | 3 | 0.0% |
| Lululemon Athletica Inc Co(LULU) | COM | 550021109 | $747 | 4,600 | 0.0% |
| TJX Companies Inc CM(TJX) | COM | 872540109 | $612 | 5,467 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A | 112585104 | $576 | 12,938 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $480 | 2,127 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $468 | 3,596 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $462 | 2,074 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $376 | 9,266 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $254 | 2,266 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $247 | 3,961 | 0.0% |
| Ryanair Hldgs PLC(RYAAY) | COM | 783513203 | $240 | 2,500 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $237 | 4,077 | 0.0% |