The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | COM | 02079k107 | 88,906 | 79,690 | SH | SOLE | 79,690 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 46,126 | 480,880 | SH | SOLE | 480,880 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 61,376 | 971,142 | SH | SOLE | 971,142 | 0 | 0 | ||
AXALTA COATING SYSTEMS LTD | COM | g0750c108 | 60,531 | 1,997,068 | SH | SOLE | 1,997,068 | 0 | 0 | ||
BANK OF AMERICA CORPORATION CO | COM | 060505104 | 311 | 11,015 | SH | SOLE | 11,015 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 120,431 | 427 | SH | SOLE | 427 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 83,310 | 446,341 | SH | SOLE | 446,341 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 155,557 | 76,739 | SH | SOLE | 76,739 | 0 | 0 | ||
CHEVRON CORP NEW COM | COM | 166764100 | 433 | 3,425 | SH | SOLE | 3,425 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 66,334 | 153,776 | SH | SOLE | 153,776 | 0 | 0 | ||
COCA COLA COM | COM | 191216100 | 6,160 | 140,436 | SH | SOLE | 140,436 | 0 | 0 | ||
COMCAST CORP NEW CL A | COM | 20030n101 | 111,334 | 3,393,306 | SH | SOLE | 3,393,306 | 0 | 0 | ||
DOLBY LABORATORIES INC COM | COM | 25659t107 | 76,689 | 1,243,142 | SH | SOLE | 1,243,142 | 0 | 0 | ||
DOLLAR GENERAL CORPORATION | COM | 256677105 | 119,084 | 1,207,750 | SH | SOLE | 1,207,750 | 0 | 0 | ||
EXXON MOBIL CORP COM | COM | 30231G102 | 330 | 3,985 | SH | SOLE | 3,985 | 0 | 0 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 78,331 | 1,826,326 | SH | SOLE | 1,826,326 | 0 | 0 | ||
HEXCEL CORPORATION | COM | 428291108 | 72,275 | 1,088,807 | SH | SOLE | 1,088,807 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS COM | COM | 50540r409 | 73,218 | 407,833 | SH | SOLE | 407,833 | 0 | 0 | ||
SIEM INDUSTRIES INC | COM | G81226105 | 1,269 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 88,927 | 1,850,720 | SH | SOLE | 1,850,720 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 297 | 3,046 | SH | SOLE | 3,046 | 0 | 0 | ||
US FOODS HOLDING CORPORATION | COM | 912008109 | 103,475 | 2,735,981 | SH | SOLE | 2,735,981 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 45,425 | 1,118,852 | SH | SOLE | 1,118,852 | 0 | 0 |