Q1 2018 Holdings
Filed 2018-05-11 | 19 holdings | $131.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshirehathaway Inc del(BRK/B)Call | CALL | 084670702 | $51.1K | 5,541,900 | 38.9% |
| NVR Inc(NVR) | COM | 62944T105 | $12.6K | 4,500 | 9.6% |
| Wells Fargo Co New(WFC)Call | CALL | 949746101 | $10.8K | 3,523,300 | 8.2% |
| Apple(AAPL)Call | CALL | 037833100 | $10.1K | 700,600 | 7.7% |
| Lennar Corp | CL B | 526057902 | $10.0K | 210,000 | 7.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.0K | 50,100 | 7.6% |
| Fastenal Co(FAST) | COM | 311900104 | $5.5K | 100,000 | 4.2% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $5.3K | 150,000 | 4.1% |
| Graco Inc(GGG) | COM | 384109104 | $4.6K | 100,000 | 3.5% |
| US Bancorp del(USB)Call | CALL | 902973304 | $3.2K | 982,900 | 2.4% |
| US Bancorp del(USB) | COM NEW | 902973304 | $2.8K | 55,000 | 2.1% |
| Lyon William Homes | CL A NEW | 552074700 | $1.6K | 60,000 | 1.3% |
| Kraft Heinz Co(KHC)Call | CALL | 500754106 | $1.1K | 317,500 | 0.8% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $1.0K | 20,000 | 0.8% |
| Citigroup Inc(C) | COM NEW | 172967424 | $675 | 10,000 | 0.5% |
| Bank Amer Corp(BAC) | COM | 060505104 | $300 | 10,000 | 0.2% |
| JP Morgan Chase & Co(JPM)Call | CALL | 46625H100 | $248 | 12,000 | 0.2% |
| Fastenal Co(FAST)Call | CALL | 311900104 | $200 | 62,100 | 0.2% |
| Valeant Pharmecuticals IntlCall | CALL | 91911K102 | $4 | 60,000 | 0.0% |