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 | 257 | 2,360 | SH | SOLE | 2,360 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 508,243 | 181,971 | SH | SOLE | 181,543 | 0 | 428 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 581,794 | 209,177 | SH | SOLE | 208,968 | 0 | 209 | ||
AMAZON COM INC | COM | 023135106 | 2,142 | 657 | SH | SOLE | 657 | 0 | 0 | ||
ANGI INC | COM CL A NEW | 00183L102 | 118 | 20,804 | SH | SOLE | 20,804 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 863,284 | 1,757,428 | SH | SOLE | 1,754,553 | 0 | 2,875 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 177,599 | 503,243 | SH | SOLE | 502,788 | 0 | 455 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 304,658 | 576 | SH | SOLE | 576 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 3,113 | 48,238 | SH | SOLE | 48,238 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 665,497 | 6,897,774 | SH | SOLE | 6,886,522 | 0 | 11,252 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 474,282 | 861,752 | SH | SOLE | 860,359 | 0 | 1,393 | ||
DISNEY WALT CO | COM | 254687106 | 273 | 1,988 | SH | SOLE | 1,988 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 984 | 31,828 | SH | SOLE | 31,828 | 0 | 0 | ||
EXPEDITORS INTL WASH INC | COM | 302130109 | 10,536 | 102,132 | SH | SOLE | 102,132 | 0 | 0 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 458,497 | 3,470,304 | SH | SOLE | 3,464,742 | 0 | 5,562 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 400,384 | 2,905,334 | SH | SOLE | 2,900,662 | 0 | 4,672 | ||
LIBERTY BROADBAND CORP | COM SER A | 530307107 | 113,465 | 865,750 | SH | SOLE | 864,457 | 0 | 1,293 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 360,495 | 2,664,015 | SH | SOLE | 2,659,518 | 0 | 4,497 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 677,391 | 9,699,190 | SH | SOLE | 9,695,893 | 0 | 3,297 | ||
LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 67,015 | 1,061,534 | SH | SOLE | 1,061,127 | 0 | 407 | ||
META PLATFORMS INC | CL A | 30303M102 | 630,332 | 2,834,735 | SH | SOLE | 2,829,994 | 0 | 4,741 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 600,174 | 7,705,409 | SH | SOLE | 7,692,914 | 0 | 12,495 | ||
MOHAWK INDS INC | COM | 608190104 | 1,345 | 10,833 | SH | SOLE | 10,833 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 535,279 | 1,428,972 | SH | SOLE | 1,426,608 | 0 | 2,364 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 192 | 22,200 | SH | SOLE | 22,200 | 0 | 0 | ||
RIMINI STR INC DEL | COM | 76674Q107 | 200 | 34,546 | SH | SOLE | 34,546 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 694,708 | 8,239,929 | SH | SOLE | 8,226,009 | 0 | 13,920 | ||
SENDAS DISTRIBUIDORA S A | SPON ADS | 81689T104 | 1,685 | 98,082 | SH | SOLE | 98,082 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 496 | 17,719 | SH | SOLE | 17,719 | 0 | 0 | ||
STELLANTIS N.V | SHS | N82405106 | 657 | 40,407 | SH | SOLE | 40,407 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 708,097 | 6,791,644 | SH | SOLE | 6,780,487 | 0 | 11,157 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 928,348 | 1,820,398 | SH | SOLE | 1,817,414 | 0 | 2,984 | ||
VICTORY CAP HLDGS INC | COM CL A | 92645B103 | 207 | 7,179 | SH | SOLE | 7,179 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 381,085 | 3,440,017 | SH | SOLE | 3,434,338 | 0 | 5,679 |