Q4 2018 Holdings
Filed 2019-05-15 | 31 holdings | $9.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-05-22) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Co(DHI)A | COM | 23331A109 | $5.3M | 153,445 | 57.0% |
| Autonation Inc(AN)A | COM | 05329W102 | $3.8M | 107,455 | 41.1% |
| Berkshire Hathaway Class A(BRK/A)A | CL A | 084670108 | $16.2K | 53 | 0.2% |
| Berkshire Hathaway Class B(BRK/B)A | CL B | 084670702 | $16.1K | 79,088 | 0.2% |
| American Express Co(AXP) | COM | 025816109 | $15.9K | 166,814 | 0.2% |
| General Motors Co(GM) | COM | 37045V100 | $10.7K | 320,461 | 0.1% |
| J P Morgan Chase & Co(JPM)A | COM | 46625H100 | $10.5K | 107,262 | 0.1% |
| Liberty Broadband Co(LBRDK)A | CL C | 530307305 | $8.2K | 114,489 | 0.1% |
| US Bancorp(USB)A | COM | 902973304 | $7.6K | 166,049 | 0.1% |
| Wells Fargo & Co(WFC)A | COM | 949746101 | $7.0K | 151,562 | 0.1% |
| Comcast Corp Class A(CMCSA) | CL A | 20030N101 | $6.6K | 195,180 | 0.1% |
| IBM Corp(IBM)A | COM | 459200101 | $6.4K | 56,073 | 0.1% |
| Discovery Inc Class C(DISCKUSD)A | CL C | 25470F302 | $6.1K | 264,513 | 0.1% |
| Citigroup Inc(C)A | COM | 172967424 | $5.6K | 108,269 | 0.1% |
| Union Pacific Corp(UNP)A | COM | 907818108 | $5.6K | 40,680 | 0.1% |
| Torchmark CorpA | COM | 891027104 | $5.6K | 74,849 | 0.1% |
| Pultegroup Inc(PHM)A | COM | 745867101 | $5.5K | 210,515 | 0.1% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $5.4K | 88,853 | 0.1% |
| Southwest Airlines(LUV)A | COM | 844741108 | $5.1K | 109,921 | 0.1% |
| Liberty Media Corp Series C Liberty Sirius XM(LSXMKUSD)A | CL C | 531229607 | $5.0K | 135,520 | 0.1% |
| Molson Coors Brewing Class B(TAP)A | CL B | 60871R209 | $5.0K | 88,233 | 0.1% |
| Liberty Global Inc Class CA | CL C | G5480U120 | $4.6K | 222,615 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $4.5K | 28,225 | 0.0% |
| Amerisourcebergen Co(COR)A | COM | 03073E105 | $3.9K | 51,769 | 0.0% |
| Affiliated Managers(AMG) | COM | 008252108 | $2.3K | 23,464 | 0.0% |
| Realogy Holdings CoA | COM | 75605Y106 | $2.1K | 140,742 | 0.0% |
| Mckesson Corp(MCK)A | COM | 58155Q103 | $1.9K | 17,194 | 0.0% |
| Colony Capital Inc(CLNSEUR)A | COM | 19626G108 | $1.1K | 228,581 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $431 | 38,094 | 0.0% |
| Liberty Latin Amer(LILAK)A | CL C | G9001E128 | $342 | 23,450 | 0.0% |
| Spdr S&P 500 ETF(SPY)A | COM | 78462F103 | $80 | 322 | 0.0% |