Holdings
| AMT AMERICAN TOWER CORP | $969.0M | 13.4% | 6,792,187 | +1,660 | +0.0% | Added |
| MCO MOODY'S CORP | $839.5M | 11.6% | 5,686,967 | +2,681 | +0.0% | Added |
| MA MASTERCARD INC - A | $806.6M | 11.2% | 5,329,057 | +3,973 | +0.1% | Added |
| MKL MARKEL GROUP INC | $585.4M | 8.1% | 513,923 | +575 | +0.1% | Added |
| V VISA INC-CLASS A SHARES | $557.4M | 7.7% | 4,889,020 | — | — | Held |
| DLTR DOLLAR TREE INC | $519.4M | 7.2% | 4,840,619 | +2,825 | +0.1% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $455.7M | 6.3% | 1,894,595 | +969 | +0.1% | Added |
| ROP ROPER TECHNOLOGIES INC | $402.9M | 5.6% | 1,555,441 | +1,075 | +0.1% | Added |
| SBA COMMUNICATIONS CORP | $402.7M | 5.6% | 2,465,000 | — | — | Held |
| KMX CARMAX INC | $330.5M | 4.6% | 5,153,910 | −603 | −0.0% | Reduced |
| 48R ENSTAR GROUP LTD | $290.5M | 4.0% | 1,446,996 | +1,696 | +0.1% | Added |
| VRSK VERISK ANALYTICS INC | $247.7M | 3.4% | 2,580,065 | −881 | −0.0% | Reduced |
| UBNTEUR UBIQUITI NETWORKS INC | $190.3M | 2.6% | 2,680,000 | — | — | Held |
| DHR DANAHER CORP | $153.6M | 2.1% | 1,655,300 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $151.7M | 2.1% | 2,967,500 | — | — | Held |
| LKQ LKQ CORP | $128.1M | 1.8% | 3,150,000 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $57.1M | 0.8% | 288,137 | +734 | +0.3% | Added |
| AMT 5.5 02/15/18 AMERICAN TOWER CORP | $39.5M | 0.5% | 313,782 | −675 | −0.2% | Reduced |
| BVE DIAMOND HILL INVESTMENT GRP | $30.1M | 0.4% | 145,500 | — | — | Held |
| PRMWUSD PRIMO WATER CORP | $24.0M | 0.3% | 1,913,220 | +207,352 | +12.2% | Added |
| ALRM ALARM.COM HOLDINGS INC | $17.6M | 0.2% | 466,698 | +66,698 | +16.7% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $12.5M | 0.2% | 42 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $11.3M | 0.2% | 350,000 | — | — | Held |
| LAMR LAMAR ADVERTISING CO-A | $3.6M | 0.0% | 48,530 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MNRO MONRO INC | 1,600,000 | $89.7M |
| CSX CSX CORP | 4,899 | $266K |
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.