| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DE CL B NEW | 588,473 | 76,737,000 | 15.43% | ||
| 2 | BANK OF THE OZARKS INC | 922,350 | 40,362,000 | 8.12% | ||
| 3 | CARMAX | 652,834 | 38,726,000 | 7.79% | ||
| 4 | DISNEY WALT CO | 351,442 | 35,917,000 | 7.22% | ||
| 5 | LKQ CORP | 1,142,142 | 32,391,000 | 6.51% | ||
| 6 | WELLS FARGO & CO NEW | 564,969 | 29,011,000 | 5.83% | ||
| 7 | VALEANT PHARMACEUTICALS INTL | 125,361 | 22,362,000 | 4.50% | ||
| 8 | M & T BK CORP | 176,398 | 21,512,000 | 4.33% | ||
| 9 | UNION PAC CORP | 232,473 | 20,553,000 | 4.13% | ||
| 10 | VISA INC | 293,148 | 20,421,000 | 4.11% | ||
| 11 | MARKEL CORP | 24,936 | 19,995,000 | 4.02% | ||
| 12 | O REILLY AUTOMOTIVE INC NEW | 79,362 | 19,819,000 | 3.99% | ||
| 13 | AMETEK INC | 328,355 | 17,180,000 | 3.46% | ||
| 14 | MOHAWK INDS | 83,190 | 15,123,000 | 3.04% | ||
| 15 | Knight Transportation Inc | 596,809 | 14,323,000 | 2.88% | ||
| 16 | INTERNATIONAL BUSINESS MACHS | 96,634 | 14,009,000 | 2.82% | ||
| 17 | BUFFALO WILD WINGS INC | 71,656 | 13,860,000 | 2.79% | ||
| 18 | CABELAS INC | 240,142 | 10,950,000 | 2.20% | ||
| 19 | PRA GROUP INC | 192,654 | 10,195,000 | 2.05% | ||
| 20 | FASTENAL CO | 257,451 | 9,425,000 | 1.90% | ||
| 21 | GOOGLE INC | 13,137 | 7,993,000 | 1.61% | ||
| 22 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 6,230 | 3,970,000 | 0.80% | ||
| 23 | STANTEC INC | 56,352 | 1,234,000 | 0.25% | ||
| 24 | STERICYCLE | 4,200 | 585,000 | 0.12% | ||
| 25 | BROOKFIELD ASSET MGMT INC | 13,914 | 437,000 | 0.09% | ||
| 26 | MASTERCARD INCORPORATED | 1,504 | 136,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-15-000005, filed 2015.11.12).
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.
