Q3 2019 Holdings
Filed 2019-11-06 | 29 holdings | $17.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Co(DHI) | COM | 23331A109 | $8.3M | 156,920 | 46.3% |
| Autonation Inc(AN) | COM | 05329W102 | $5.6M | 110,967 | 31.5% |
| Affiliated Managers(AMG) | COM | 008252108 | $3.8M | 45,084 | 21.0% |
| American Express Co(AXP) | COM | 025816109 | $20.1K | 169,596 | 0.1% |
| Berkshire Hathaway Class B(BRK/B) | CL B | 084670702 | $16.8K | 80,702 | 0.1% |
| Berkshire Hathaway Class A(BRK/A) | CL A | 084670108 | $16.5K | 53 | 0.1% |
| J P Morgan Chase & Co(JPM) | COM | 46625H100 | $16.4K | 139,544 | 0.1% |
| General Motors Co(GM) | COM | 37045V100 | $12.3K | 327,622 | 0.1% |
| Liberty Global Inc F Class C | CL C | G5480U120 | $11.8K | 496,164 | 0.1% |
| U S Bancorp(USB) | COM | 902973304 | $9.4K | 169,715 | 0.1% |
| Liberty Broadband Co Class A(LBRDA) | CL A | 530307107 | $8.5K | 81,306 | 0.0% |
| Pultegroup Inc(PHM) | COM | 745867101 | $7.8K | 214,159 | 0.0% |
| Discovery Inc Class C(DISCKUSD) | CL C | 25470F302 | $7.8K | 315,550 | 0.0% |
| Citigroup Inc(C) | COM | 172967424 | $7.6K | 110,464 | 0.0% |
| Wells Fargo BK N A(WFC) | COM | 949746101 | $7.5K | 149,639 | 0.0% |
| Globe Life Inc(GL) | COM | 37959E102 | $7.3K | 76,539 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $7.1K | 31,518 | 0.0% |
| Southwest Airlines(LUV) | COM | 844741108 | $6.1K | 112,769 | 0.0% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $5.9K | 91,194 | 0.0% |
| Liberty Media Corp Series C Liberty Sirius XM(LSXMKUSD) | CL C | 531229607 | $5.9K | 139,725 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $5.4K | 192,870 | 0.0% |
| Molson Coors Brewing Class B(TAP) | CL B | 60871R209 | $5.2K | 90,530 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $4.9K | 35,696 | 0.0% |
| FOX Corp Class A(FOXA) | CL A | 35137L105 | $4.5K | 144,020 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $4.3K | 52,806 | 0.0% |
| Liberty Broadband Co Class C(LBRDK) | CL C | 530307305 | $3.8K | 36,039 | 0.0% |
| Realogy Holdings Co | COM | 75605Y106 | $1.9K | 280,514 | 0.0% |
| Colony Capital Inc New(CLNSEUR) | COM | 19626G108 | $1.4K | 228,581 | 0.0% |
| BED Bath & Beyond(BBBYEUR) | COM | 075896100 | $399 | 37,544 | 0.0% |