The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 11,544 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | W EXP 01/19/202 | 026874156 | 2,197 | 103,628 | SH | SOLE | 103,628 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 714,074 | 6,300,836 | SH | SOLE | 6,300,836 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | PFD CONV SER A | 03027X308 | 11,148 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | PFD CONV SER B | 03027X407 | 56,409 | 514,732 | SH | SOLE | 514,732 | 0 | 0 | ||
BANK OF AMERICA CORPORATION | *W EXP 01/16/201 | 060505146 | 3,386 | 732,890 | SH | SOLE | 732,890 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 55,681 | 385,414 | SH | SOLE | 385,414 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 11,243 | 52 | SH | SOLE | 52 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 264,523 | 4,958,266 | SH | SOLE | 4,958,266 | 0 | 0 | ||
COLFAX CORP | COM | 194014106 | 191,723 | 6,100,000 | SH | SOLE | 6,100,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP | CNV PFD STK SR A | 22822V200 | 2,260 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 1,182 | 38,781 | SH | SOLE | 38,781 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 117,585 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
DIAMOND HILL INVESTMENT GROU | COM NEW | 25264R207 | 26,887 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 330,395 | 4,185,925 | SH | SOLE | 4,185,925 | 0 | 0 | ||
DULUTH HLDGS INC | COM CL B | 26443V101 | 9,278 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ENSTAR GROUP LIMITED | SHS | G3075P101 | 238,543 | 1,450,375 | SH | SOLE | 1,450,375 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 38,175 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 125,883 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512816109 | 3,220 | 49,297 | SH | SOLE | 49,297 | 0 | 0 | ||
MARKEL CORP | COM | 570535104 | 478,232 | 514,909 | SH | SOLE | 514,909 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 479,040 | 4,707,088 | SH | SOLE | 4,707,088 | 0 | 0 | ||
MONRO MUFFLER BRAKE INC | COM | 610236101 | 92,240 | 1,507,930 | SH | SOLE | 1,507,930 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 437,440 | 4,039,894 | SH | SOLE | 4,039,894 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 231,552 | 826,648 | SH | SOLE | 826,648 | 0 | 0 | ||
PRIMO WTR CORP | COM | 74165N105 | 20,370 | 1,679,313 | SH | SOLE | 1,679,313 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 284,827 | 1,560,952 | SH | SOLE | 1,560,952 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 209,178 | 1,865,000 | SH | SOLE | 1,865,000 | 0 | 0 | ||
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 104,575 | 2,967,500 | SH | SOLE | 2,967,500 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 143,380 | 2,680,000 | SH | SOLE | 2,680,000 | 0 | 0 | ||
VERISK ANALYTICS INC | CL A | 92345Y106 | 210,183 | 2,585,913 | SH | SOLE | 2,585,913 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 298,967 | 3,615,080 | SH | SOLE | 3,615,080 | 0 | 0 | ||
WMIH Corp | COM | 92936P100 | 3,510 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 |