Q4 2018 Holdings
Filed 2019-02-13 | 35 holdings | $73.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $72.5M | 1,155,593 | 99.1% |
| Berkshire Hathaway-B-New(BRK/B) | CL B | 084670702 | $165.0K | 808,018 | 0.2% |
| Ametek Inc(AME) | COM | 031100100 | $51.8K | 765,626 | 0.1% |
| Visa Inc Class(V) | CL A | 92826C839 | $39.3K | 297,762 | 0.1% |
| Markel Corp Holding(MKL) | COM | 570535104 | $35.7K | 34,438 | 0.0% |
| Alphabet Inc CL(GOOG) | CL C | 02079K107 | $35.4K | 34,193 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $32.6K | 13,395 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $29.5K | 302,194 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $28.8K | 456,666 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $27.6K | 664,346 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $26.9K | 194,347 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $26.2K | 223,935 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $22.2K | 584,497 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $21.0K | 191,663 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $20.4K | 665,538 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $18.7K | 122,178 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $17.7K | 123,764 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $17.4K | 101,282 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $17.3K | 50,152 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $15.3K | 671,992 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $15.3K | 116,870 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $10.3K | 433,083 | 0.0% |
| Alphabet Inc CL(GOOGL) | CL A | 02079K305 | $5.9K | 5,638 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.3K | 5,295 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $918 | 3 | 0.0% |
| Lululemon Athletica Inc Co(LULU) | COM | 550021109 | $559 | 4,600 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A | 112585104 | $496 | 12,938 | 0.0% |
| TJX Companies Inc CM(TJX) | COM | 872540109 | $489 | 10,934 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $391 | 2,074 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $372 | 9,266 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $368 | 3,596 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $344 | 2,178 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $213 | 4,077 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $184 | 3,961 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $178 | 2,266 | 0.0% |