CIK: 0001112520
申告総資産額
$61.3億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | 株式-不動産 | 13.41% | -0.35% | +0.02% | |
| 2 | MCO | Moody's CORP | 株式-金融 | 11.62% | -0.86% | +0.05% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 11.16% | -0.23% | +0.07% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 8.10% | — | +0.11% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 7.71% | -2.22% | — | |
| 6 | DLTR | Dollar Tree INC | 株式-生活必需品 | 7.19% | — | +0.06% | |
| 7 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 6.31% | -0.87% | +0.05% | |
| 8 | ROP | Roper Technologies INC | 株式-IT | 5.57% | +1.86% | +0.07% | |
| 9 | SBAC | SBA Communications Corporation | 株式-不動産 | 5.57% | — | — | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 4.57% | -0.06% | EXIT | |
| 11 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 4.02% | — | +0.12% | |
| 12 | VRSK | Verisk Analytics INC | 株式-資本財 | 3.43% | — | -0.03% | |
| 13 | UBNTEUR | Ubiquiti Networks INC | 株式-その他 | 2.63% | — | — | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 2.13% | -0.17% | EXIT | |
| 15 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 2.10% | — | — | |
| 16 | LKQ | Lkq CORP | 株式-一般消費財 | 1.77% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | +0.01% | +0.26% | |
| 18 | AMT 5.5 02-15-18 | American Tower CORP | 株式-不動産 | 0.55% | — | -0.21% | |
| 19 | BVE | Diamond Hill Investment Grp | 株式-その他 | 0.42% | — | — | |
| 20 | PRMWUSD | Primo Water CORP | 株式-その他 | 0.33% | — | +12.16% | |
| 21 | ALRM | Alarm.com Holdings INC | 株式-その他 | 0.24% | — | +16.67% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.17% | — | — | |
| 23 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 0.16% | — | — | |
| 24 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DLTR | Dollar Tree INC | +1.1% | +0.06% | 増加 |
| 2 | UBNTEUR | Ubiquiti Networks INC | +0.4% | — | 変化なし |
| 3 | SBAC | SBA Communications Corporation | +0.4% | — | 変化なし |
| 4 | ORLY | O'reilly Automotive INC | +0.4% | +0.05% | 増加 |
| 5 | VRSK | Verisk Analytics INC | +0.3% | -0.03% | 減少 |
| 6 | V | Visa Inc-class A Shares | +0.2% | — | 変化なし |
| 7 | MA | Mastercard INC - A | +0.2% | +0.07% | 増加 |
| 8 | LKQ | Lkq CORP | +0.1% | — | 変化なし |
| 9 | MKL | Markel Group INC | +0.1% | +0.11% | 増加 |
| 10 | BOC | Boston Omaha Corp-cl A | +0.1% | — | 変化なし |
| 11 | MCO | Moody's CORP | +0.1% | +0.05% | 増加 |
| 12 | DHR | Danaher CORP | +0.1% | — | 変化なし |
| 13 | ROP | Roper Technologies INC | 0% | +0.07% | 増加 |
| 14 | PRMWUSD | Primo Water CORP | 0% | +12.16% | 増加 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.26% | 増加 |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | 変化なし |
| 17 | LAMR | Lamar Advertising Co-a | — | — | 変化なし |
| 18 | AMT 5.5 02-15-18 | American Tower CORP | 0% | -0.21% | 減少 |
| 19 | AMT | TD Ameritrade Holding CORP | 0% | — | 変化なし |
| 20 | ALRM | Alarm.com Holdings INC | 0% | +16.67% | 増加 |
| 21 | BVE | Diamond Hill Investment Grp | 0% | — | 変化なし |
| 22 | AMT | American Tower CORP | -0.2% | +0.02% | 増加 |
| 23 | ESGRP | Enstar Group Limited - Deposita | -0.7% | +0.12% | 増加 |
| 24 | KMX | Carmax INC | -1.1% | -0.01% | 減少 |
| 25 | MNRO | Monro INC | — | EXIT | 全売却 |
| 26 | CSX | Csx CORP | — | EXIT | 全売却 |