| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DE CL B NEW | 629,062 | 89,251,000 | 17.55% | ||
| 2 | BANK OF THE OZARKS INC | 1,066,622 | 44,766,000 | 8.80% | ||
| 3 | CARMAX | 825,093 | 42,162,000 | 8.29% | ||
| 4 | LKQ CORP | 1,219,370 | 38,934,000 | 7.66% | ||
| 5 | AMETEK INC | 764,717 | 38,221,000 | 7.52% | ||
| 6 | DISNEY WALT CO | 380,986 | 37,836,000 | 7.44% | ||
| 7 | WELLS FARGO & CO NEW | 485,546 | 23,481,000 | 4.62% | ||
| 8 | VISA INC | 301,750 | 23,078,000 | 4.54% | ||
| 9 | MARKEL CORP | 25,812 | 23,013,000 | 4.53% | ||
| 10 | O REILLY AUTOMOTIVE INC NEW | 78,250 | 21,414,000 | 4.21% | ||
| 11 | M & T BK CORP | 186,182 | 20,666,000 | 4.06% | ||
| 12 | UNION PAC CORP | 249,595 | 19,855,000 | 3.90% | ||
| 13 | MOHAWK INDS | 92,776 | 17,711,000 | 3.48% | ||
| 14 | Knight Transportation Inc | 639,978 | 16,735,000 | 3.29% | ||
| 15 | STERICYCLE | 100,574 | 12,691,000 | 2.50% | ||
| 16 | BUFFALO WILD WINGS INC | 74,605 | 11,050,000 | 2.17% | ||
| 17 | FORTUNE BRANDS INNOV | 184,373 | 10,332,000 | 2.03% | ||
| 18 | GOOGLE INC | 13,783 | 10,268,000 | 2.02% | ||
| 19 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 6,138 | 4,683,000 | 0.92% | ||
| 20 | STANTEC INC | 56,352 | 1,429,000 | 0.28% | ||
| 21 | BROOKFIELD ASSET MGMT INC | 13,914 | 484,000 | 0.10% | ||
| 22 | FASTENAL CO | 4,077 | 200,000 | 0.04% | ||
| 23 | MASTERCARD INCORPORATED | 1,504 | 142,000 | 0.03% | ||
| 24 | BALCHEM CORP | 2,266 | 141,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641864-16-000008, filed 2016.05.11).
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.