Q1 2020 Holdings
Filed 2020-05-15 | 41 holdings | $60.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $59.4M | 1,102,593 | 98.8% |
| Berkshire Hathaway-B-New(BRK/B) | CL B NEW | 084670702 | $151.9K | 830,819 | 0.3% |
| Ametek Inc(AME) | COM | 031100100 | $52.4K | 727,694 | 0.1% |
| Visa Inc Class(V) | COM CL A | 92826C839 | $47.3K | 293,788 | 0.1% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $41.7K | 564,538 | 0.1% |
| Alphabet Inc CL(GOOG) | CAP STK CL C | 02079K107 | $39.7K | 34,142 | 0.1% |
| Markel Corp Holding(MKL) | COM | 570535104 | $38.2K | 41,199 | 0.1% |
| NVR Inc(NVR) | COM | 62944T105 | $35.7K | 13,878 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $33.1K | 395,345 | 0.1% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $30.7K | 480,490 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $29.8K | 887,497 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $29.1K | 322,693 | 0.0% |
| Facebook Inc CL(META) | CL A | 30303M102 | $28.3K | 169,415 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $27.6K | 1,300,157 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $22.3K | 118,426 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $21.8K | 504,435 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $18.4K | 261,868 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $17.7K | 183,610 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $12.3K | 173,150 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $7.8K | 58,570 | 0.0% |
| Alphabet Inc CL(GOOGL) | CAP STK CL A | 02079K305 | $7.7K | 6,627 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $7.3K | 51,978 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $7.0K | 294,626 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $5.9K | 355,481 | 0.0% |
| Sleep Number Corp(SNBR) | COM | 83125X103 | $4.1K | 216,108 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $1.4K | 5,295 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $880 | 4,645 | 0.0% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $816 | 3 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $600 | 2,358 | 0.0% |
| Old Dominion Freight Line(ODFL) | COM | 679580100 | $534 | 4,067 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $469 | 1,941 | 0.0% |
| TJX Companies Inc(TJX) | COM | 872540109 | $425 | 8,892 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $388 | 1,245 | 0.0% |
| SS&C Technologies Hldgs Inc(SSNC) | COM | 78467J100 | $346 | 7,895 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A LTD VT SH | 112585104 | $343 | 11,634 | 0.0% |
| Southwest Airlines Co(LUV) | COM | 844741108 | $297 | 8,348 | 0.0% |
| Liberty Media-C LIB Form(FWONKUSD) | COM SER C FRMLA | 531229854 | $289 | 10,630 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $280 | 8,954 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $265 | 9,296 | 0.0% |
| Knight-Swift Transport(KNX) | CL A | 499049104 | $264 | 8,046 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $245 | 3,218 | 0.0% |