Q2 2017 Holdings
Filed 2017-08-09 | 12 holdings | $10.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $10.4M | 165,000 | 99.1% |
| CDW Corp(CDW) | COM | 12514G108 | $35.6K | 570,000 | 0.3% |
| Anixter Intl Inc(AXE3EUR) | COM | 035290105 | $13.9K | 178,100 | 0.1% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $10.9K | 138,000 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $9.5K | 150,000 | 0.1% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $7.0K | 137,000 | 0.1% |
| Paychex Inc(PAYX) | COM | 704326107 | $5.0K | 88,500 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $4.3K | 96,797 | 0.0% |
| Wesco Aircraft Hldgs Inc | COM | 950814103 | $3.8K | 347,827 | 0.0% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $3.5K | 47,700 | 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 | $1.0K | 10,000 | 0.0% |