Q4 2019 Holdings
Filed 2020-01-13 | 19 holdings | $18.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $10.5M | 21,576 | 56.4% |
| Carmax Inc(KMX) | COM | 143130102 | $8.0M | 91,056 | 43.0% |
| Apple Inc(AAPL) | COM | 037833100 | $12.2K | 41,691 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $10.5K | 51,342 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.3K | 45,664 | 0.1% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $9.1K | 189,333 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $8.5K | 7,412 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $7.8K | 145,547 | 0.0% |
| American Express Co(AXP) | COM | 025816109 | $7.1K | 57,137 | 0.0% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $6.4K | 7,984 | 0.0% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $5.7K | 27,671 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $5.6K | 36,445 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $4.9K | 28,813 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $3.3K | 58,630 | 0.0% |
| Post Hldgs Inc(POST) | COM | 737446104 | $1.6K | 14,890 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $1.2K | 9,523 | 0.0% |
| Fortive Corp(FTV) | COM | 34959J108 | $972 | 12,737 | 0.0% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $568 | 11,763 | 0.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $440 | 3,533 | 0.0% |