Q2 2019 Holdings
Filed 2019-08-13 | 39 holdings | $106.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $105.9M | 1,220,105 | 99.2% |
| Berkshire Hathaway-B-New(BRK/B) | CL B NEW | 084670702 | $184.3K | 864,443 | 0.2% |
| Ametek Inc(AME) | COM | 031100100 | $72.0K | 792,865 | 0.1% |
| Visa Inc Class(V) | COM CL A | 92826C839 | $53.8K | 309,767 | 0.1% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $50.3K | 486,432 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $48.2K | 14,312 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $41.3K | 37,894 | 0.0% |
| Alphabet Inc CL(GOOG) | CAP STK CL C | 02079K107 | $38.0K | 35,110 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $37.3K | 334,011 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $37.3K | 928,197 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $35.4K | 619,083 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $33.5K | 173,316 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $27.5K | 196,672 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $26.9K | 159,239 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $25.5K | 881,006 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $25.5K | 283,501 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $24.8K | 168,409 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $23.5K | 126,990 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $23.1K | 135,586 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $22.0K | 730,979 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $20.2K | 114,120 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $10.1K | 27,297 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $9.5K | 313,678 | 0.0% |
| Alphabet Inc CL(GOOGL) | CAP STK CL A | 02079K305 | $6.3K | 5,863 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $1.6K | 5,295 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $955 | 3 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $837 | 4,645 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A LTD VT SH | 112585104 | $618 | 12,938 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $539 | 2,039 | 0.0% |
| TJX Companies Inc(TJX) | COM | 872540109 | $494 | 9,341 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $456 | 1,245 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $432 | 3,596 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $421 | 2,127 | 0.0% |
| Old Dominion Freight Line(ODFL) | COM | 679580100 | $405 | 2,712 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $398 | 10,630 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $266 | 8,154 | 0.0% |
| Knight-Swift Transport(KNX) | CL A | 499049104 | $264 | 8,046 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $220 | 4,334 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $6 | 220 | 0.0% |