| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 203,920 | 157,390,000 | 24.19% | ||
| 2 | INTERACTIVE BROKERS GROUP INC COM CL A | 3,301,252 | 120,529,000 | 18.53% | ||
| 3 | CREDIT ACCEP CORP MICH | 457,070 | 99,417,000 | 15.28% | ||
| 4 | AMERCO | 148,687 | 54,953,000 | 8.45% | ||
| 5 | CHARTER COMM | 146,685 | 42,234,000 | 6.49% | ||
| 6 | RUSH ENTERPRISES INC | 1,138,939 | 36,332,000 | 5.59% | ||
| 7 | LIBERTY GLOBAL PLC | 1,102,395 | 32,741,000 | 5.03% | ||
| 8 | FERRARI N V COM | 548,766 | 31,905,000 | 4.90% | ||
| 9 | BUILDERS FIRSTSOURCE INC | 2,214,395 | 24,292,000 | 3.73% | ||
| 10 | Rush Enterprises Inc | 732,490 | 22,612,000 | 3.48% | ||
| 11 | YAHOO INC | 565,000 | 21,849,000 | 3.36% | ||
| 12 | GRUPO TELEVISA ADR | 300,000 | 6,267,000 | 0.96% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-17-000123, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
