Q2 2019 Holdings
Filed 2019-08-01 | 20 holdings | $17.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.8M | 22,297 | 51.3% |
| Carmax Inc(KMX) | COM | 143130102 | $8.3M | 95,475 | 48.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.3K | 48,276 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $8.7K | 8,004 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $8.6K | 43,614 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $7.7K | 48,848 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $7.4K | 60,199 | 0.0% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $7.4K | 194,928 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $6.5K | 138,207 | 0.0% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $5.8K | 8,546 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.7K | 40,044 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $5.2K | 30,360 | 0.0% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $4.9K | 28,847 | 0.0% |
| Post Hldgs Inc(POST) | COM | 737446104 | $4.6K | 44,394 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $3.0K | 61,361 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $1.2K | 14,502 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $1.1K | 10,294 | 0.0% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $478 | 12,629 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $402 | 3,906 | 0.0% |
| Colfax Corp | COM | 194014106 | $284 | 10,145 | 0.0% |