| 1 |
CARMAX INC |
10,052,354 |
647,271 |
6.08% |
|
|
| 2 |
TJX COS INC NEW |
9,900,983 |
743,861 |
6.99% |
|
|
| 3 |
FASTENAL CO |
9,391,446 |
441,210 |
4.15% |
|
|
| 4 |
DENTSPLY SIRONA INC |
9,102,714 |
525,500 |
4.94% |
|
|
| 5 |
SCHWAB CHARLES CORP |
8,427,500 |
332,633 |
3.13% |
|
|
| 6 |
58 COM INC |
5,248,519 |
146,959 |
1.38% |
|
|
| 7 |
WELLS FARGO & CO NEW |
5,213,029 |
287,290 |
2.70% |
|
|
| 8 |
BUILDERS FIRSTSOURCE |
5,007,377 |
54,931 |
0.52% |
|
|
| 9 |
JACOBS ENGR GROUP INC |
4,935,528 |
281,325 |
2.64% |
|
|
| 10 |
MASTERCARD INCORPORATED |
4,932,805 |
509,312 |
4.79% |
|
|
| 11 |
BERKSHIRE HATHAWAY INC DEL |
3,956,534 |
644,836 |
6.06% |
|
|
| 12 |
THIRD PT REINS LTD |
3,029,190 |
34,987 |
0.33% |
|
|
| 13 |
PRIMERICA INC |
3,008,752 |
208,055 |
1.96% |
|
|
| 14 |
YANDEX N V |
2,703,355 |
54,419 |
0.51% |
|
|
| 15 |
BAIDU INC |
2,645,459 |
434,940 |
4.09% |
|
|
| 16 |
MAKEMYTRIP LIMITED MAURITIUS |
2,410,750 |
53,519 |
0.50% |
|
|
| 17 |
OMNICOM GROUP INC |
2,152,957 |
183,238 |
1.72% |
|
|
| 18 |
TIFFANY & CO NEW |
2,061,244 |
159,602 |
1.50% |
|
|
| 19 |
VISA INC |
2,059,488 |
160,681 |
1.51% |
|
|
| 20 |
MOHAWK INDS |
1,842,625 |
367,935 |
3.46% |
|
|
| 21 |
O REILLY AUTOMOTIVE INC NEW |
1,819,154 |
506,471 |
4.76% |
|
|
| 22 |
TRUPANION INC |
1,794,650 |
27,853 |
0.26% |
|
|
| 23 |
JD COM INC |
1,790,000 |
45,538 |
0.43% |
|
|
| 24 |
DANAHER CORP DEL |
1,733,275 |
134,918 |
1.27% |
|
|
| 25 |
WATERS CORP |
1,718,469 |
230,945 |
2.17% |
|
|
| 26 |
JPMorgan Chase & Co. Warrants Exp 10/28/18 |
1,400,000 |
61,978 |
0.58% |
|
|
| 27 |
EMCOR GROUP INC |
1,390,969 |
98,425 |
0.92% |
|
|
| 28 |
PERRIGO CO PLC |
1,315,276 |
109,470 |
1.03% |
|
|
| 29 |
IAC INTERACTIVECORP |
1,205,275 |
78,090 |
0.73% |
|
|
| 30 |
CAPITAL ONE FINL CORP |
1,200,000 |
104,688 |
0.98% |
|
|
| 31 |
INTERACTIVE BROKERS GROUP IN |
1,001,923 |
36,580 |
0.34% |
|
|
| 32 |
OCH-ZIFF CAP MGMT GROUP CL A SHS |
781,620 |
2,587 |
0.02% |
|
|
| 33 |
GOLDMAN SACHS GROUP INC |
715,555 |
171,340 |
1.61% |
|
|
| 34 |
AMERICAN EXPRESS CO |
672,484 |
49,818 |
0.47% |
|
|
| 35 |
CRESUD S A C I F Y A |
616,883 |
9,728 |
0.09% |
|
|
| 36 |
CHIPOTLE MEXICAN GRILL INC |
539,633 |
203,614 |
1.91% |
|
|
| 37 |
JPMORGAN CHASE & CO |
509,309 |
43,948 |
0.41% |
|
|
| 38 |
AMAZON COM INC |
447,506 |
335,571 |
3.15% |
|
|
| 39 |
COSTCO WHSL CORP NEW |
440,162 |
70,474 |
0.66% |
|
|
| 40 |
ALPHABET INC |
424,132 |
327,354 |
3.08% |
|
|
| 41 |
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT |
422,650 |
7,794 |
0.07% |
|
|
| 42 |
D R HORTON INC |
410,000 |
11,205 |
0.11% |
|
|
| 43 |
ALPHABET INC |
387,556 |
307,119 |
2.89% |
|
|
| 44 |
WAYFAIR INC |
380,788 |
13,347 |
0.13% |
|
|
| 45 |
WEST PHARMACEUTICAL SVSC INC |
373,781 |
31,708 |
0.30% |
|
|
| 46 |
PRAXAIR INC |
334,782 |
39,233 |
0.37% |
|
|
| 47 |
ATHENA HEALTH INC. |
302,156 |
31,778 |
0.30% |
|
|
| 48 |
TOLL BROTHERS INC |
270,000 |
8,370 |
0.08% |
|
|
| 49 |
LIBERTY GLOBAL PLC |
226,598 |
6,932 |
0.07% |
|
|
| 50 |
LKQ CORP |
180,000 |
5,517 |
0.05% |
|
|
