Q1 2017 Holdings
Filed 2017-05-10 | 13 holdings | $9.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $9.8M | 165,000 | 99.0% |
| CDW Corp(CDW) | COM | 12514G108 | $35.8K | 620,000 | 0.4% |
| Anixter Intl Inc(AXE3EUR) | COM | 035290105 | $14.1K | 178,100 | 0.1% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $10.3K | 138,000 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $8.9K | 128,500 | 0.1% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $6.5K | 137,000 | 0.1% |
| Paychex Inc(PAYX) | COM | 704326107 | $5.2K | 88,500 | 0.1% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $3.8K | 96,797 | 0.0% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $3.6K | 61,200 | 0.0% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $3.6K | 47,700 | 0.0% |
| Wesco Aircraft Hldgs Inc | COM | 950814103 | $2.8K | 247,827 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.7K | 10,200 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $913 | 10,000 | 0.0% |