The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALARM COM HLDGS INC | COM | 011642105 | 9,480 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | W EXP 01/19/202 | 026874156 | 2,754 | 147,295 | SH | SOLE | 147,295 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 646,300 | 6,313,375 | SH | SOLE | 6,313,375 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | PFD CONV SER A | 03027X308 | 10,495 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | PFD CONV SER B | 03027X407 | 53,224 | 515,984 | SH | SOLE | 515,984 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 8,973 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
| ARLINGTON ASSET INVT CORP | CL A NEW | 041356205 | 125 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BANK OF AMERICA CORPORATION | *W EXP 01/16/201 | 060505146 | 2,851 | 732,890 | SH | SOLE | 732,890 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 54,871 | 386,745 | SH | SOLE | 386,745 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 11,099 | 52 | SH | SOLE | 52 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 220,666 | 4,318,321 | SH | SOLE | 4,318,321 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 217,904 | 7,621,678 | SH | SOLE | 7,621,678 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | CNV PFD STK SR A | 22822V200 | 2,144 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 999 | 38,781 | SH | SOLE | 38,781 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 142,290 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| DIAMOND HILL INVESTMENT GROU | COM NEW | 25264R207 | 25,806 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 345,390 | 4,188,576 | SH | SOLE | 4,188,576 | 0 | 0 | ||
| DULUTH HLDGS INC | COM CL B | 26443V101 | 6,821 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ENSTAR GROUP LIMITED | SHS | G3075P101 | 236,224 | 1,452,971 | SH | SOLE | 1,452,971 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 108,562 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512816109 | 3,198 | 51,997 | SH | SOLE | 51,997 | 0 | 0 | ||
| MARKEL CORP | COM | 570535104 | 459,725 | 515,635 | SH | SOLE | 515,635 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 445,427 | 4,713,511 | SH | SOLE | 4,713,511 | 0 | 0 | ||
| MONRO MUFFLER BRAKE INC | COM | 610236101 | 107,772 | 1,507,930 | SH | SOLE | 1,507,930 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 387,915 | 4,017,349 | SH | SOLE | 4,017,349 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 226,525 | 827,761 | SH | SOLE | 827,761 | 0 | 0 | ||
| PRIMO WTR CORP | COM | 74165N105 | 16,944 | 1,679,313 | SH | SOLE | 1,679,313 | 0 | 0 | ||
| ROPER INDS INC NEW | COM | 776696106 | 239,762 | 1,311,826 | SH | SOLE | 1,311,826 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 186,817 | 1,865,000 | SH | SOLE | 1,865,000 | 0 | 0 | ||
| TD AMERITRADE HLDG CORP | COM | 87236Y108 | 93,565 | 2,967,500 | SH | SOLE | 2,967,500 | 0 | 0 | ||
| UBIQUITI NETWORKS INC | COM | 90347A100 | 89,164 | 2,680,000 | SH | SOLE | 2,680,000 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 206,709 | 2,586,444 | SH | SOLE | 2,586,444 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 174,916 | 2,287,080 | SH | SOLE | 2,287,080 | 0 | 0 | ||
| WMIH Corp | COM | 92936P100 | 3,510 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||