Holdings
| AMT AMERICAN TOWER CORP | $901.2M | 14.7% | 6,810,903 | +111,805 | +1.7% | Added |
| MCO MOODY'S CORP | $693.5M | 11.3% | 5,699,676 | +19,845 | +0.3% | Added |
| MA MASTERCARD INC - A | $649.2M | 10.6% | 5,345,399 | +16,216 | +0.3% | Added |
| MKL MARKEL GROUP INC | $503.7M | 8.2% | 516,113 | +2,199 | +0.4% | Added |
| V VISA INC-CLASS A SHARES | $458.5M | 7.5% | 4,889,020 | — | — | Held |
| ROP ROPER TECHNOLOGIES INC | $362.9M | 5.9% | 1,567,365 | +4,955 | +0.3% | Added |
| DLTR DOLLAR TREE INC | $338.7M | 5.5% | 4,844,272 | +648,359 | +15.5% | Added |
| SBA COMMUNICATIONS CORP | $332.5M | 5.4% | 2,465,000 | — | — | Held |
| KMX CARMAX INC | $326.1M | 5.3% | 5,170,601 | +13,120 | +0.3% | Added |
| 48R ENSTAR GROUP LTD | $289.5M | 4.7% | 1,457,264 | +10,995 | +0.8% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $261.0M | 4.2% | 1,193,026 | +368,017 | +44.6% | Added |
| VRSK VERISK ANALYTICS INC | $219.8M | 3.6% | 2,604,982 | +14,496 | +0.6% | Added |
| DHR DANAHER CORP | $139.7M | 2.3% | 1,655,300 | — | — | Held |
| UBNTEUR UBIQUITI NETWORKS INC | $139.3M | 2.3% | 2,680,000 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $127.6M | 2.1% | 2,967,500 | — | — | Held |
| LKQ LKQ CORP | $117.0M | 1.9% | 3,550,000 | — | — | Held |
| MNRO MONRO INC | $67.7M | 1.1% | 1,622,700 | +25,070 | +1.6% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $66.2M | 1.1% | 390,974 | +6,725 | +1.8% | Added |
| AMT 5.5 02/15/18 AMERICAN TOWER CORP | $62.4M | 1.0% | 514,748 | — | — | Held |
| BVE DIAMOND HILL INVESTMENT GRP | $29.0M | 0.5% | 145,500 | — | — | Held |
| PRMWUSD PRIMO WATER CORP | $21.3M | 0.3% | 1,679,313 | — | — | Held |
| ALRM ALARM.COM HOLDINGS INC | $15.1M | 0.2% | 400,000 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $10.7M | 0.2% | 42 | — | — | Held |
| BANK AMER CORP | $8.8M | 0.1% | 732,890 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $4.6M | 0.1% | 350,000 | +350,000 | — | New |
| LAMR LAMAR ADVERTISING CO-A | $3.6M | 0.1% | 48,530 | — | — | Held |
| WMIH Corp | $1.8M | 0.0% | 1,460,000 | — | — | Held |
| CSX CSX CORP | $267K | 0.0% | 4,899 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| COLFAX CORP | 4,697,300 | $184.4M |
| DG DOLLAR GENERAL CORP | 1,500,000 | $104.6M |
| FTV FORTIVE CORP | 750,000 | $45.2M |
| AMT 5.25 05/15/17 A AMERICAN TOWER CORP | 100,000 | $11.4M |
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.