Q1 2020 Holdings
Filed 2020-05-04 | 19 holdings | $14.4M | 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) | Stock | 16119P108 | $9.4M | 21,568 | 65.4% |
| Carmax Inc(KMX) | Stock | 143130102 | $4.9M | 91,021 | 34.1% |
| Apple Inc(AAPL) | Stock | 037833100 | $10.5K | 41,413 | 0.1% |
| Cigna Corp New(CI) | Stock | 125523100 | $9.4K | 52,796 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | Stock | 084670702 | $8.8K | 48,011 | 0.1% |
| Markel Corp(MKL) | Stock | 570535104 | $8.1K | 8,701 | 0.1% |
| Liberty Media Corp del(LSXMKUSD) | Stock | 531229607 | $6.2K | 195,304 | 0.0% |
| American Express Co(AXP) | Stock | 025816109 | $5.8K | 67,794 | 0.0% |
| Discovery Inc(DISCKUSD) | Stock | 25470F302 | $4.9K | 280,655 | 0.0% |
| Danaher Corporation(DHR) | Stock | 235851102 | $4.8K | 34,616 | 0.0% |
| Alleghany Corp del(YUSD) | Stock | 017175100 | $4.6K | 8,254 | 0.0% |
| Parker Hannifin Corp(PH) | Stock | 701094104 | $4.5K | 34,463 | 0.0% |
| Laboratory Corp Amer Hldgs | Stock | 50540R409 | $4.3K | 33,710 | 0.0% |
| Wells Fargo Co New(WFC) | Stock | 949746101 | $4.2K | 147,348 | 0.0% |
| Truist Finl Corp(TFC) | Stock | 89832Q109 | $1.8K | 58,623 | 0.0% |
| Liberty Broadband Corp(LBRDK) | Stock | 530307305 | $960 | 8,670 | 0.0% |
| Fortive Corp(FTV) | Stock | 34959J108 | $651 | 11,787 | 0.0% |
| Liberty Broadband Corp(LBRDA) | Stock | 530307107 | $291 | 2,721 | 0.0% |
| Liberty Media Corp del(LM03) | Stock | 531229409 | $273 | 8,609 | 0.0% |