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 | 772 | 3,405 | SH | SOLE | 3,405 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 528,703 | 210,948 | SH | SOLE | 210,515 | 0 | 433 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 508,598 | 208,289 | SH | SOLE | 208,080 | 0 | 209 | ||
AMAZON COM INC | COM | 023135106 | 2,271 | 660 | SH | SOLE | 660 | 0 | 0 | ||
ANGI INC | COM CL A NEW | 00183L102 | 169 | 12,505 | SH | SOLE | 12,505 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 704,040 | 1,844,001 | SH | SOLE | 1,841,126 | 0 | 2,875 | ||
ARISTA NETWORKS INC | COM | 040413106 | 224,580 | 619,855 | SH | SOLE | 618,897 | 0 | 958 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 168,553 | 606,479 | SH | SOLE | 606,011 | 0 | 468 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 318,555 | 761 | SH | SOLE | 761 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 2,937 | 68,851 | SH | SOLE | 68,851 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 868,688 | 6,726,194 | SH | SOLE | 6,715,667 | 0 | 10,527 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 728,136 | 1,603,435 | SH | SOLE | 1,600,960 | 0 | 2,475 | ||
DISNEY WALT CO | COM | 254687106 | 472,050 | 2,685,610 | SH | SOLE | 2,681,461 | 0 | 4,149 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 927 | 30,459 | SH | SOLE | 30,459 | 0 | 0 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 12,930 | 102,132 | SH | SOLE | 102,132 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 861,492 | 2,477,616 | SH | SOLE | 2,473,699 | 0 | 3,917 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 268,997 | 1,898,755 | SH | SOLE | 1,895,848 | 0 | 2,907 | ||
GTT COMMUNICATIONS INC | COM | 362393100 | 52 | 21,320 | SH | SOLE | 21,320 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 403,334 | 3,397,927 | SH | SOLE | 3,392,724 | 0 | 5,203 | ||
INTERNATIONAL MNY EXPRESS IN | COM | 46005L101 | 184 | 12,397 | SH | SOLE | 12,397 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 407,228 | 3,052,225 | SH | SOLE | 3,047,532 | 0 | 4,693 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 158,840 | 944,522 | SH | SOLE | 943,229 | 0 | 1,293 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 483,037 | 2,781,511 | SH | SOLE | 2,777,014 | 0 | 4,497 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 496,457 | 10,297,809 | SH | SOLE | 10,281,835 | 0 | 15,974 | ||
LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 13,511 | 316,930 | SH | SOLE | 316,681 | 0 | 249 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 692,478 | 8,148,721 | SH | SOLE | 8,136,171 | 0 | 12,550 | ||
MOHAWK INDS INC | COM | 608190104 | 2,082 | 10,833 | SH | SOLE | 10,833 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 422,597 | 800,054 | SH | SOLE | 798,818 | 0 | 1,236 | ||
PRIMERICA INC | COM | 74164M108 | 214 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 640,433 | 8,795,942 | SH | SOLE | 8,781,857 | 0 | 14,085 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 589 | 17,719 | SH | SOLE | 17,719 | 0 | 0 | ||
STELLANTIS N.V | SHS | N82405106 | 917 | 46,503 | SH | SOLE | 46,503 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 702,856 | 5,849,332 | SH | SOLE | 5,840,167 | 0 | 9,165 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 772,464 | 1,929,038 | SH | SOLE | 1,926,042 | 0 | 2,996 | ||
WAYFAIR INC | CL A | 94419L101 | 411,430 | 1,303,191 | SH | SOLE | 1,301,157 | 0 | 2,034 |