| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CDW CORP | 570,000 | 35,642,000 | 33.43% | ||
| 2 | ANIXTER INTL INC | 178,100 | 13,927,000 | 13.06% | ||
| 3 | TE CONNECTIVITY LTD | 138,000 | 10,858,000 | 10.18% | ||
| 4 | CARMAX INC | 165,000 | 10,405,000 | 9.76% | ||
| 5 | SIGNET JEWELERS LIMITED | 150,000 | 9,486,000 | 8.90% | ||
| 6 | BANK NEW YORK MELLON CORP | 137,000 | 6,990,000 | 6.56% | ||
| 7 | PAYCHEX INC | 88,500 | 5,039,000 | 4.73% | ||
| 8 | PROGRESSIVE CORP OHIO | 96,797 | 4,268,000 | 4.00% | ||
| 9 | WESCO AIRCRAFT HLDGS INC COM | 347,827 | 3,774,000 | 3.54% | ||
| 10 | LAMAR ADVERTISING CO NEW CL A | 47,700 | 3,509,000 | 3.29% | ||
| 11 | BERKSHIRE HATHAWAY INC DEL | 10,200 | 1,728,000 | 1.62% | ||
| 12 | ZEBRA TECHNOLOGIES CORPORATION CL A | 10,000 | 1,005,000 | 0.94% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001694127-17-000007, filed 2017.08.09).
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.
