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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 795 | 3,505 | SH | SOLE | 3,505 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 442,432 | 213,877 | SH | SOLE | 213,877 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 436,260 | 211,518 | SH | SOLE | 211,518 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 2,095 | 677 | SH | SOLE | 677 | 0 | 0 | ||
ANGI INC | COM CL A NEW | 00183L102 | 156 | 11,972 | SH | SOLE | 11,972 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 420,634 | 1,171,845 | SH | SOLE | 1,171,845 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 433,448 | 1,435,782 | SH | SOLE | 1,435,782 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 158,723 | 621,299 | SH | SOLE | 621,299 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 310,876 | 806 | SH | SOLE | 806 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 3,317 | 71,523 | SH | SOLE | 71,523 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 903,856 | 6,813,324 | SH | SOLE | 6,813,324 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 583,852 | 1,620,775 | SH | SOLE | 1,620,775 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 502,736 | 2,724,559 | SH | SOLE | 2,724,559 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 1,020 | 31,259 | SH | SOLE | 31,259 | 0 | 0 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 10,999 | 102,132 | SH | SOLE | 102,132 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 741,278 | 2,516,818 | SH | SOLE | 2,516,818 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 269,307 | 1,915,276 | SH | SOLE | 1,915,276 | 0 | 0 | ||
GTT COMMUNICATIONS INC | COM | 362393100 | 44 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 382,407 | 3,424,133 | SH | SOLE | 3,424,133 | 0 | 0 | ||
INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 169 | 11,262 | SH | SOLE | 11,262 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 502,898 | 3,890,293 | SH | SOLE | 3,890,293 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 422,313 | 2,812,608 | SH | SOLE | 2,812,608 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 138,405 | 953,528 | SH | SOLE | 953,528 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 12,585 | 329,268 | SH | SOLE | 329,268 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 452,151 | 10,444,692 | SH | SOLE | 10,444,692 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 179,343 | 503,701 | SH | SOLE | 503,701 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 469,731 | 5,325,143 | SH | SOLE | 5,325,143 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 2,083 | 10,833 | SH | SOLE | 10,833 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 362,089 | 694,109 | SH | SOLE | 694,109 | 0 | 0 | ||
PRIMERICA INC | COM | 74164M108 | 207 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 595,629 | 9,138,218 | SH | SOLE | 9,138,218 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 609 | 20,802 | SH | SOLE | 20,802 | 0 | 0 | ||
STELLANTIS N.V | SHS | N82405106 | 858 | 48,219 | SH | SOLE | 48,219 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 700,294 | 5,920,645 | SH | SOLE | 5,920,645 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 699,175 | 1,879,149 | SH | SOLE | 1,879,149 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 77,046 | 363,886 | SH | SOLE | 363,886 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 415,166 | 1,319,033 | SH | SOLE | 1,319,033 | 0 | 0 |