Q4 2019 Holdings
Filed 2020-02-07 | 39 holdings | $103.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $102.6M | 1,169,978 | 99.0% |
| Berkshire Hathaway-B-New(BRK/B) | CL B NEW | 084670702 | $201.8K | 890,774 | 0.2% |
| Ametek Inc(AME) | COM | 031100100 | $83.1K | 832,848 | 0.1% |
| Visa Inc Class(V) | COM CL A | 92826C839 | $59.1K | 314,558 | 0.1% |
| NVR Inc(NVR) | COM | 62944T105 | $57.5K | 15,096 | 0.1% |
| Alphabet Inc CL(GOOG) | CAP STK CL C | 02079K107 | $48.8K | 36,503 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $47.4K | 340,025 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $45.3K | 951,877 | 0.0% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $44.9K | 501,709 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $44.6K | 39,012 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $41.1K | 629,314 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $40.8K | 397,970 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $37.6K | 183,236 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $34.0K | 964,147 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $32.5K | 449,389 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $30.0K | 128,515 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $29.3K | 161,944 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $28.9K | 199,940 | 0.0% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $23.7K | 139,368 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $22.3K | 116,370 | 0.0% |
| O'reilly Automotive(ORLY) | COM | 67103H107 | $12.1K | 27,638 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $11.8K | 386,580 | 0.0% |
| Alphabet Inc CL(GOOGL) | CAP STK CL A | 02079K305 | $8.5K | 6,370 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $7.8K | 319,710 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $1.7K | 5,295 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $1.1K | 4,645 | 0.0% |
| Berkshire Hathaway-A-New(BRK/A) | CL A | 084670108 | $1.0K | 3 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A LTD VT SH | 112585104 | $748 | 12,938 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $625 | 2,127 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $580 | 1,941 | 0.0% |
| TJX Companies Inc(TJX) | COM | 872540109 | $548 | 8,972 | 0.0% |
| Old Dominion Freight Line(ODFL) | COM | 679580100 | $515 | 2,712 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | CL C | 531229854 | $489 | 10,630 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $460 | 3,596 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $451 | 8,348 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $441 | 1,245 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $439 | 3,218 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $301 | 8,154 | 0.0% |
| Knight-Swift Transport(KNX) | CL A | 499049104 | $288 | 8,046 | 0.0% |