Q1 2019 Holdings
Filed 2019-05-14 | 39 holdings | $83.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $83.0M | 1,188,798 | 99.1% |
| Berkshire Hathaway-B-New(BRK/B) | CL B | 084670702 | $167.2K | 832,125 | 0.2% |
| Ametek Inc(AME) | COM | 031100100 | $63.3K | 762,627 | 0.1% |
| Visa Inc Class(V) | CL A | 92826C839 | $47.2K | 302,505 | 0.1% |
| Alphabet Inc CL(GOOG) | CL C | 02079K107 | $40.3K | 34,346 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $39.7K | 472,577 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $38.0K | 13,719 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $36.4K | 36,523 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $32.2K | 318,115 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $31.5K | 737,124 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $28.4K | 596,993 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $28.0K | 221,909 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $27.4K | 164,573 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $26.2K | 156,810 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $23.7K | 123,923 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $21.1K | 189,856 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $20.6K | 746,916 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $20.1K | 694,672 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $19.9K | 126,443 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $19.9K | 108,790 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $11.8K | 417,276 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $11.2K | 28,811 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $10.1K | 116,090 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $9.5K | 287,334 | 0.0% |
| Alphabet Inc CL(GOOGL) | CL A | 02079K305 | $7.0K | 5,966 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.5K | 5,295 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $920 | 26,246 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $904 | 3 | 0.0% |
| Lululemon Athletica Inc Co(LULU) | COM | 550021109 | $761 | 4,645 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A | 112585104 | $604 | 12,938 | 0.0% |
| TJX Companies Inc CM(TJX) | COM | 872540109 | $497 | 9,341 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $480 | 2,039 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $447 | 3,596 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $426 | 1,245 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $404 | 2,127 | 0.0% |
| Old Dominion Freight Line in(ODFL) | COM | 679580100 | $372 | 2,577 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $262 | 4,077 | 0.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $253 | 7,743 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $206 | 3,961 | 0.0% |