Q1 2019 Holdings
Filed 2019-05-15 | 29 holdings | $10.5M | 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 | $6.4M | 155,275 | 61.0% |
| Autonation Inc(AN) | COM | 05329W102 | $3.9M | 109,676 | 37.2% |
| American Express Co(AXP)A | COM | 025816109 | $18.4K | 168,067 | 0.2% |
| Berkshire Hathaway Class B(BRK/B)A | CL B | 084670702 | $16.1K | 80,194 | 0.2% |
| Berkshire Hathaway Class A(BRK/A)A | CL A | 084670108 | $16.0K | 53 | 0.2% |
| J P Morgan Chase & Co(JPM)A | COM | 46625H100 | $13.4K | 132,693 | 0.1% |
| General Motors Co(GM)A | COM | 37045V100 | $12.0K | 323,769 | 0.1% |
| Liberty Broadband Co(LBRDK) | CL C | 530307305 | $10.6K | 116,005 | 0.1% |
| Liberty Global Inc Class CA | CL C | G5480U120 | $9.2K | 378,733 | 0.1% |
| US Bancorp(USB)A | COM | 902973304 | $8.1K | 168,061 | 0.1% |
| IBM Corp(IBM) | COM | 459200101 | $8.0K | 56,376 | 0.1% |
| Comcast Corp Class A(CMCSA)A | CL A | 20030N101 | $7.9K | 198,515 | 0.1% |
| Wells Fargo & Co(WFC)A | COM | 949746101 | $7.3K | 151,022 | 0.1% |
| Discovery Inc Class C(DISCKUSD) | CL C | 25470F302 | $6.8K | 268,279 | 0.1% |
| Citigroup Inc(C)A | COM | 172967424 | $6.8K | 109,389 | 0.1% |
| Torchmark CorpA | COM | 891027104 | $6.2K | 75,792 | 0.1% |
| Pultegroup Inc(PHM) | COM | 745867101 | $6.0K | 213,596 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $5.9K | 31,088 | 0.1% |
| Southwest Airlines(LUV)A | COM | 844741108 | $5.8K | 111,541 | 0.1% |
| Molson Coors Brewing Class B(TAP)A | CL B | 60871R209 | $5.3K | 89,365 | 0.1% |
| Liberty Media Corp Series C Liberty Sirius XM(LSXMKUSD) | CL C | 531229607 | $5.3K | 137,774 | 0.1% |
| Alaska AIR Group Inc(ALK)A | COM | 011659109 | $5.1K | 90,159 | 0.0% |
| Affiliated Managers(AMG) | COM | 008252108 | $4.8K | 44,702 | 0.0% |
| Amerisourcebergen Co(COR)A | COM | 03073E105 | $4.2K | 52,332 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $4.1K | 35,442 | 0.0% |
| Realogy Holdings CoA | COM | 75605Y106 | $3.2K | 278,332 | 0.0% |
| Colony Capital Inc(CLNSEUR) | COM | 19626G108 | $1.2K | 228,581 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $638 | 37,544 | 0.0% |
| Spdr S&P 500 ETF(SPY) | COM | 78462F103 | $90 | 319 | 0.0% |