Holdings
| AMT AMERICAN TOWER CORP | $1.03B | 13.5% | 7,056,211 | +264,024 | +3.9% | Added |
| MA MASTERCARD INC - A | $932.3M | 12.2% | 5,322,781 | −6,276 | −0.1% | Reduced |
| MCO MOODY'S CORP | $917.0M | 12.0% | 5,684,806 | −2,161 | −0.0% | Reduced |
| MKL MARKEL GROUP INC | $600.7M | 7.9% | 513,271 | −652 | −0.1% | Reduced |
| V VISA INC-CLASS A SHARES | $584.6M | 7.7% | 4,887,270 | −1,750 | −0.0% | Reduced |
| ORLY O'REILLY AUTOMOTIVE INC | $468.5M | 6.1% | 1,893,659 | −936 | −0.0% | Reduced |
| DLTR DOLLAR TREE INC | $459.0M | 6.0% | 4,836,865 | −3,754 | −0.1% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $436.7M | 5.7% | 1,555,919 | +478 | +0.0% | Added |
| SBA COMMUNICATIONS CORP | $421.3M | 5.5% | 2,465,000 | — | — | Held |
| KMX CARMAX INC | $319.7M | 4.2% | 5,162,166 | +8,256 | +0.2% | Added |
| 48R ENSTAR GROUP LTD | $295.4M | 3.9% | 1,404,884 | −42,112 | −2.9% | Reduced |
| VRSK VERISK ANALYTICS INC | $267.3M | 3.5% | 2,569,932 | −10,133 | −0.4% | Reduced |
| UBNTEUR UBIQUITI NETWORKS INC | $184.4M | 2.4% | 2,680,000 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $176.8M | 2.3% | 2,984,578 | +17,078 | +0.6% | Added |
| DHR DANAHER CORP | $162.1M | 2.1% | 1,655,300 | — | — | Held |
| LKQ LKQ CORP | $119.5M | 1.6% | 3,150,000 | — | — | Held |
| KKR & CO L P DEL | $97.4M | 1.3% | 4,800,000 | +4,800,000 | — | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $57.4M | 0.8% | 287,713 | −424 | −0.1% | Reduced |
| BVE DIAMOND HILL INVESTMENT GRP | $30.1M | 0.4% | 145,500 | — | — | Held |
| PRMWUSD PRIMO WATER CORP | $22.4M | 0.3% | 1,913,220 | — | — | Held |
| ALRM ALARM.COM HOLDINGS INC | $18.2M | 0.2% | 483,487 | +16,789 | +3.6% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $12.6M | 0.2% | 42 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $7.7M | 0.1% | 350,000 | — | — | Held |
| LAMR LAMAR ADVERTISING CO-A | $3.1M | 0.0% | 48,530 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AMT 5.5 02/15/18 AMERICAN TOWER CORP | 313,782 | $39.5M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.