Q2 2019 Holdings
Filed 2019-08-13 | 28 holdings | $11.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Co(DHI) | COM | 23331A109 | $6.7M | 156,286 | 58.2% |
| Autonation Inc(AN) | COM | 05329W102 | $4.6M | 110,513 | 40.0% |
| American Express Co(AXP) | COM | 025816109 | $20.9K | 169,044 | 0.2% |
| Berkshire Hathaway Class B(BRK/B) | CL B | 084670702 | $17.1K | 80,291 | 0.1% |
| Berkshire Hathaway Class A(BRK/A) | CL A | 084670108 | $16.9K | 53 | 0.1% |
| J P Morgan Chase & Co(JPM) | COM | 46625H100 | $15.5K | 138,957 | 0.1% |
| General Motors Co(GM) | COM | 37045V100 | $12.6K | 326,156 | 0.1% |
| Liberty Broadband Co Class C(LBRDK) | CL C | 530307305 | $12.2K | 116,877 | 0.1% |
| Liberty Global Inc F Class C | CL C | G5480U120 | $10.7K | 403,197 | 0.1% |
| U S Bancorp(USB) | COM | 902973304 | $8.9K | 169,143 | 0.1% |
| Comcast Corp Class A(CMCSA) | CL A | 20030N101 | $8.5K | 200,319 | 0.1% |
| Citigroup Inc(C) | COM | 172967424 | $7.7K | 110,095 | 0.1% |
| Discovery Inc Class C(DISCKUSD) | CL C | 25470F302 | $7.7K | 270,289 | 0.1% |
| Wells Fargo BK N A(WFC) | COM | 949746101 | $7.1K | 149,639 | 0.1% |
| Torchmark Corp | COM | 891027104 | $6.8K | 76,287 | 0.1% |
| Pultegroup Inc(PHM) | COM | 745867101 | $6.7K | 213,304 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $6.2K | 31,360 | 0.1% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $5.8K | 90,839 | 0.1% |
| Southwest Airlines(LUV) | COM | 844741108 | $5.7K | 112,304 | 0.0% |
| Liberty Media Corp Series C Liberty Sirius XM(LSXMKUSD) | CL C | 531229607 | $5.3K | 139,015 | 0.0% |
| Molson Coors Brewing Class B(TAP) | CL B | 60871R209 | $5.0K | 90,087 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $4.8K | 35,603 | 0.0% |
| Amerisourcebergen Co(COR) | COM | 03073E105 | $4.5K | 52,630 | 0.0% |
| Affiliated Managers(AMG) | COM | 008252108 | $4.1K | 44,957 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $2.2K | 71,173 | 0.0% |
| Realogy Holdings Co | COM | 75605Y106 | $2.0K | 279,762 | 0.0% |
| Colony Capital Inc New(CLNSEUR) | COM | 19626G108 | $1.1K | 228,581 | 0.0% |
| BED Bath & Beyond(BBBYEUR) | COM | 075896100 | $436 | 37,544 | 0.0% |