Q4 2020 Holdings
Filed 2021-02-16 | 53 holdings | $110.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $105.4M | 1,115,937 | 95.8% |
| Credit Acceptance Corp(CACC) | COM | 225310101 | $3.4M | 9,757 | 3.1% |
| Berkshire Hathaway-B-New(BRK/B) | CL B NEW | 084670702 | $160.1K | 690,317 | 0.1% |
| Ametek Inc(AME) | COM | 031100100 | $86.2K | 712,537 | 0.1% |
| Visa Inc Class(V) | COM CL A | 92826C839 | $66.8K | 305,206 | 0.1% |
| Alphabet Inc CL(GOOG) | CAP STK CL C | 02079K107 | $64.9K | 37,054 | 0.1% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $64.7K | 654,224 | 0.1% |
| Heico Corp Class A(HEI/A) | CL A | 422806208 | $62.8K | 536,099 | 0.1% |
| Facebook Inc CL(META) | CL A | 30303M102 | $60.0K | 219,590 | 0.1% |
| NVR Inc(NVR) | COM | 62944T105 | $58.3K | 14,297 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $53.4K | 404,190 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $52.9K | 997,825 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $52.1K | 297,896 | 0.0% |
| Markel Corp Holding(MKL) | COM | 570535104 | $48.3K | 46,752 | 0.0% |
| Fortune Brnds HME&SEC(FBIN) | COM | 34964C106 | $44.2K | 515,998 | 0.0% |
| JP Morgan Chase & Co(JPM) | COM | 46625H100 | $43.9K | 345,615 | 0.0% |
| Bank of America(BAC) | COM | 060505104 | $38.7K | 1,277,648 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $35.4K | 387,814 | 0.0% |
| Disney Walt Company(DIS) | COM | 254687106 | $34.1K | 188,443 | 0.0% |
| Intercontinental Exchange(ICE) | COM | 45866F104 | $31.7K | 274,971 | 0.0% |
| Autohome Inc Cl-A ADR(ATHM) | SP ADR RP CL A | 05278C107 | $31.4K | 315,266 | 0.0% |
| Sleep Number Corp(SNBR) | COM | 83125X103 | $27.0K | 329,758 | 0.0% |
| Alphabet Inc CL(GOOGL) | CAP STK CL A | 02079K305 | $15.0K | 8,542 | 0.0% |
| Bank OZK(OZK) | COM | 06417N103 | $11.1K | 356,092 | 0.0% |
| Health Care Services GRP(HCSG) | COM | 421906108 | $10.2K | 361,849 | 0.0% |
| SS&C Technologies Inc(SSNC) | COM | 78467J100 | $6.1K | 83,871 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $4.7K | 16,319 | 0.0% |
| Mastercard Inc CL(MA) | CL A | 57636Q104 | $3.4K | 9,645 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $3.3K | 20,797 | 0.0% |
| Berkshire Hathaway(BRK/A) | CL A | 084670108 | $2.8K | 8 | 0.0% |
| First REP BK SAN Francisco C(FRCB) | COM | 33616C100 | $2.7K | 18,671 | 0.0% |
| TJX Companies Inc(TJX) | COM | 872540109 | $2.7K | 40,027 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $1.8K | 4,937 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $1.7K | 16,022 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $1.6K | 4,615 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.6K | 11,904 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.5K | 466 | 0.0% |
| Taiwan Semicon MAN SP(TSM) | SPONSORED ADS | 874039100 | $1.0K | 9,377 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $796 | 3,578 | 0.0% |
| Old Dominion Freight Line(ODFL) | COM | 679580100 | $794 | 4,067 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $710 | 2,788 | 0.0% |
| Brookfield Asset Mgt-A LV | CL A LTD VT SH | 112585104 | $701 | 16,989 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $677 | 6,327 | 0.0% |
| Ishares Silver TR(SLV) | ISHARES | 46428Q109 | $565 | 23,000 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $537 | 1,245 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $437 | 8,954 | 0.0% |
| Novo-Nordisk A/S(NVO) | ADR | 670100205 | $433 | 6,200 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $344 | 1,525 | 0.0% |
| Knight-Swift Transport(KNX) | CL A | 499049104 | $336 | 8,046 | 0.0% |
| Intuitive Surgical(ISRG) | COM NEW | 46120E602 | $110 | 135 | 0.0% |