Holdings
| AMT AMERICAN TOWER CORP | $928.1M | 13.6% | 6,790,527 | −20,376 | −0.3% | Reduced |
| MCO MOODY'S CORP | $791.3M | 11.6% | 5,684,286 | −15,390 | −0.3% | Reduced |
| MA MASTERCARD INC - A | $751.9M | 11.0% | 5,325,084 | −20,315 | −0.4% | Reduced |
| MKL MARKEL GROUP INC | $548.2M | 8.0% | 513,348 | −2,765 | −0.5% | Reduced |
| V VISA INC-CLASS A SHARES | $514.5M | 7.5% | 4,889,020 | — | — | Held |
| DLTR DOLLAR TREE INC | $420.0M | 6.1% | 4,837,794 | −6,478 | −0.1% | Reduced |
| ORLY O'REILLY AUTOMOTIVE INC | $407.8M | 6.0% | 1,893,626 | +700,600 | +58.7% | Added |
| KMX CARMAX INC | $390.8M | 5.7% | 5,154,513 | −16,088 | −0.3% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $378.3M | 5.5% | 1,554,366 | −12,999 | −0.8% | Reduced |
| SBA COMMUNICATIONS CORP | $355.1M | 5.2% | 2,465,000 | — | — | Held |
| 48R ENSTAR GROUP LTD | $321.4M | 4.7% | 1,445,300 | −11,964 | −0.8% | Reduced |
| VRSK VERISK ANALYTICS INC | $214.7M | 3.1% | 2,580,946 | −24,036 | −0.9% | Reduced |
| UBNTEUR UBIQUITI NETWORKS INC | $150.1M | 2.2% | 2,680,000 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $144.8M | 2.1% | 2,967,500 | — | — | Held |
| DHR DANAHER CORP | $142.0M | 2.1% | 1,655,300 | — | — | Held |
| LKQ LKQ CORP | $113.4M | 1.7% | 3,150,000 | −400,000 | −11.3% | Reduced |
| MNRO MONRO INC | $89.7M | 1.3% | 1,600,000 | −22,700 | −1.4% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $52.7M | 0.8% | 287,403 | −103,571 | −26.5% | Reduced |
| AMT 5.5 02/15/18 AMERICAN TOWER CORP | $38.4M | 0.6% | 314,457 | −200,291 | −38.9% | Reduced |
| BVE DIAMOND HILL INVESTMENT GRP | $30.9M | 0.5% | 145,500 | — | — | Held |
| PRMWUSD PRIMO WATER CORP | $20.2M | 0.3% | 1,705,868 | +26,555 | +1.6% | Added |
| ALRM ALARM.COM HOLDINGS INC | $18.1M | 0.3% | 400,000 | — | — | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $11.5M | 0.2% | 42 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $5.4M | 0.1% | 350,000 | — | — | Held |
| LAMR LAMAR ADVERTISING CO-A | $3.3M | 0.0% | 48,530 | — | — | Held |
| CSX CSX CORP | $266K | 0.0% | 4,899 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BANK AMER CORP | 732,890 | $8.8M |
| WMIH Corp | 1,460,000 | $1.8M |
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.