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Chuck Akre - Akre Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    19
Portfolio value:    $6,115,870,825
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ FICO - Fair Isaac Corp. Add 31.11% 86,320 1.51
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 26.88% 6,676,086 0.65
☰ GSHD - Goosehead Insurance, Inc. Add 19.48% 72,289 0.05
☰ ROP - Roper Technologies, Inc. Add 13.76% 152,079 0.88
☰ CSGP - CoStar Group, Inc. Add 7.59% 730,468 0.48
☰ CPRT - Copart, Inc. Add 1.66% 130,971 0.07
☰ CRM - Salesforce, Inc. Buy 717,799 2.19
☰ NOW - ServiceNow, Inc. Buy 1,096,099 1.87
☰ PRM - Perimeter Solutions, Inc. Buy 250,000 0.10
☰ BRK.B - Berkshire Hathaway CL B Reduce 13.13% 1,563 0.01
☰ KKR - KKR & Co. Inc. Reduce 17.12% 1,387,971 1.94
☰ MA - Mastercard Inc. Reduce 24.10% 724,174 4.53
☰ MCO - Moody's Corp. Reduce 28.19% 489,117 2.74
☰ BN - Brookfield Corp. Reduce 36.57% 9,816,556 4.94
☰ V - Visa Inc. Reduce 38.77% 1,037,830 3.99
☰ ABNB - Airbnb, Inc. Reduce 41.42% 1,438,770 2.14
☰ ORLY - O'Reilly Automotive, Inc. Reduce 42.17% 2,834,006 2.83
☰ AMT - American Tower Corp. Reduce 80.11% 204,495 0.39
☰ DHR - Danaher Corp. Sell 100.00% 69,516 0.17
☰ KMX - CarMax, Inc. Sell 100.00% 150,600 0.06
Q4 2025
☰ CPRT - Copart, Inc. Add 85.71% 3,631,207 1.56
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 52.65% 8,566,856 0.75
☰ FICO - Fair Isaac Corp. Add 6.36% 16,596 0.31
☰ CSGP - CoStar Group, Inc. Add 3.35% 311,320 0.23
☰ GSHD - Goosehead Insurance, Inc. Add 1.36% 4,971 0.00
☰ ROP - Roper Technologies, Inc. Reduce 4.45% 51,520 0.26
☰ MA - Mastercard Inc. Reduce 4.76% 150,314 0.85
☰ BN - Brookfield Corp. Reduce 6.87% 1,980,279 0.90
☰ KKR - KKR & Co. Inc. Reduce 6.97% 607,215 0.79
☰ V - Visa Inc. Reduce 9.99% 297,132 1.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 14.89% 2,083 0.01
☰ MCO - Moody's Corp. Reduce 18.11% 383,718 1.82
☰ ORLY - O'Reilly Automotive, Inc. Reduce 21.98% 1,892,609 2.03
☰ AMT - American Tower Corp. Reduce 42.36% 187,576 0.36
☰ DHR - Danaher Corp. Reduce 92.05% 805,315 1.59
☰ VRSK - Verisk Analytics, Inc. Sell 100.00% 8,279 0.02
Q3 2025
☰ FICO - Fair Isaac Corp. Add 2751.43% 251,701 3.75
☰ CPRT - Copart, Inc. Add 253.06% 3,036,760 1.36
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 10.16% 1,500,000 0.14
☰ BN - Brookfield Corp. Reduce 0.02% 5,023 0.00
☰ CSGP - CoStar Group, Inc. Reduce 0.03% 2,747 0.00
☰ KKR - KKR & Co. Inc. Reduce 1.52% 134,300 0.18
☰ VRSK - Verisk Analytics, Inc. Reduce 4.17% 360 0.00
☰ MA - Mastercard Inc. Reduce 4.24% 139,692 0.77
☰ V - Visa Inc. Reduce 6.35% 201,480 0.70
☰ MCO - Moody's Corp. Reduce 8.09% 186,475 0.92
☰ ORLY - O'Reilly Automotive, Inc. Reduce 8.48% 798,286 0.70
☰ ROP - Roper Technologies, Inc. Reduce 19.65% 282,795 1.57
☰ DHR - Danaher Corp. Reduce 50.72% 900,569 1.74
☰ AMT - American Tower Corp. Reduce 51.62% 472,406 1.02
Q2 2025
☰ SOPH - SOPHiA GENETICS SA Add 66.22% 1,481,636 0.04
☰ ABNB - Airbnb, Inc. Add 19.04% 555,510 0.72
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 11.98% 1,579,744 0.15
☰ BN - Brookfield Corp. Add 0.66% 187,903 0.08
☰ CPRT - Copart, Inc. Buy 1,200,000 0.58
☰ FICO - Fair Isaac Corp. Buy 9,148 0.16
☰ CSGP - CoStar Group, Inc. Reduce 0.05% 4,360 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.67% 9,720 0.06
☰ MA - Mastercard Inc. Reduce 1.07% 35,790 0.19
☰ MCO - Moody's Corp. Reduce 5.34% 130,034 0.58
☰ BRK.B - Berkshire Hathaway CL B Reduce 7.84% 1,190 0.01
☰ VRSK - Verisk Analytics, Inc. Reduce 14.79% 1,500 0.00
☰ KMX - CarMax, Inc. Reduce 26.64% 54,675 0.04
☰ ORLY - O'Reilly Automotive, Inc. Reduce 27.38% 3,547,936 3.26
☰ AMT - American Tower Corp. Reduce 64.65% 1,673,943 3.50
☰ DBRG - Digitalbridge Group Inc Sell 100.00% 164,740 0.01
Q1 2025
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 23.49% 2,508,986 0.22
☰ ABNB - Airbnb, Inc. Add 10.13% 268,335 0.31
☰ BN - Brookfield Corp. Add 0.66% 187,263 0.06
☰ CSGP - CoStar Group, Inc. Reduce 0.00% 288 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.65% 99 0.00
☰ ROP - Roper Technologies, Inc. Reduce 2.21% 32,741 0.15
☰ V - Visa Inc. Reduce 2.95% 96,500 0.26
☰ ORLY - O'Reilly Automotive, Inc. Reduce 3.50% 470,550 0.32
☰ MA - Mastercard Inc. Reduce 10.06% 372,663 1.70
☰ VRSK - Verisk Analytics, Inc. Reduce 10.28% 1,162 0.00
☰ KKR - KKR & Co. Inc. Reduce 13.96% 1,436,000 1.84
☰ MCO - Moody's Corp. Reduce 20.90% 643,469 2.64
☰ AMT - American Tower Corp. Reduce 52.95% 2,914,221 4.62
☰ KMX - CarMax, Inc. Reduce 69.24% 462,162 0.33
☰ DBRG - Digitalbridge Group Inc Reduce 78.46% 599,990 0.05
Q4 2024
☰ CSGP - CoStar Group, Inc. Add 4.25% 379,787 0.24
☰ BN - Brookfield Corp. Add 0.16% 46,122 0.02
☰ ROP - Roper Technologies, Inc. Reduce 1.17% 17,500 0.08
☰ ORLY - O'Reilly Automotive, Inc. Reduce 2.59% 356,775 0.23
☰ MA - Mastercard Inc. Reduce 5.53% 216,853 0.89
☰ MCO - Moody's Corp. Reduce 8.44% 283,953 1.12
☰ VRSK - Verisk Analytics, Inc. Reduce 8.70% 1,077 0.00
☰ AMT - American Tower Corp. Reduce 9.07% 549,119 1.06
☰ KKR - KKR & Co. Inc. Reduce 9.74% 1,110,272 1.21
☰ DBRG - Digitalbridge Group Inc Reduce 41.85% 550,346 0.06
☰ KMX - CarMax, Inc. Reduce 48.55% 629,714 0.41
Q3 2024
☰ ABNB - Airbnb, Inc. Add 183.09% 1,713,522 1.81
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 36.67% 2,865,676 0.26
☰ SOPH - SOPHiA GENETICS SA Add 16.51% 317,072 0.01
☰ BN - Brookfield Corp. Add 2.56% 708,824 0.21
☰ CSGP - CoStar Group, Inc. Add 1.87% 163,670 0.10
☰ AMT - American Tower Corp. Reduce 1.33% 81,775 0.14
☰ ROP - Roper Technologies, Inc. Reduce 2.87% 44,250 0.22
☰ MA - Mastercard Inc. Reduce 2.94% 118,757 0.46
☰ ORLY - O'Reilly Automotive, Inc. Reduce 3.87% 555,210 0.34
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.91% 621 0.00
☰ KKR - KKR & Co. Inc. Reduce 16.77% 2,295,980 2.13
☰ MCO - Moody's Corp. Reduce 20.33% 858,224 3.18
☰ VRSK - Verisk Analytics, Inc. Reduce 22.97% 3,691 0.01
☰ KMX - CarMax, Inc. Reduce 39.54% 848,358 0.55
☰ DBRG - Digitalbridge Group Inc Reduce 63.90% 2,328,018 0.28
☰ SBAC - SBA Communications Corp. Sell 100.00% 500,000 0.86
Q2 2024
☰ SOPH - SOPHiA GENETICS SA Add 567.51% 1,632,733 0.07
☰ SBAC - SBA Communications Corp. Add 176.81% 319,371 0.55
☰ GSHD - Goosehead Insurance, Inc. Add 50.25% 122,453 0.06
☰ CSGP - CoStar Group, Inc. Add 20.78% 1,508,797 0.98
☰ CCC - CCC Intelligent Solutions Holdings Inc. Add 11.65% 815,722 0.08
☰ BN - Brookfield Corp. Add 2.83% 761,200 0.19
☰ ABNB - Airbnb, Inc. Buy 935,876 1.25
☰ ROP - Roper Technologies, Inc. Reduce 0.07% 1,021 0.00
☰ AMT - American Tower Corp. Reduce 1.02% 63,518 0.10
☰ ORLY - O'Reilly Automotive, Inc. Reduce 3.27% 485,025 0.30
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.61% 595 0.00
☰ MCO - Moody's Corp. Reduce 5.21% 231,863 0.75
☰ VRSK - Verisk Analytics, Inc. Reduce 7.25% 1,256 0.00
☰ KKR - KKR & Co. Inc. Reduce 8.00% 1,189,735 0.99
☰ DBRG - Digitalbridge Group Inc Reduce 11.34% 465,911 0.07
☰ MA - Mastercard Inc. Reduce 12.38% 570,943 2.27
☰ KMX - CarMax, Inc. Reduce 20.59% 556,320 0.40
☰ UBER - Uber Technologies, Inc. Sell 100.00% 1,775,000 1.13
☰ BAM - Brookfield Asset Management Ltd. Sell 100.00% 63,000 0.02
☰ DLTR - Dollar Tree, Inc. Sell 100.00% 2,229 0.00
Q1 2024
☰ CSGP - CoStar Group, Inc. Add 0.08% 5,957 0.00
☰ UBER - Uber Technologies, Inc. Buy 1,775,000 1.13
☰ CCC - CCC Intelligent Solutions Holdings Inc. Buy 7,000,000 0.69
☰ SOPH - SOPHiA GENETICS SA Buy 287,699 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.42% 70 0.00
☰ BN - Brookfield Corp. Reduce 0.53% 142,614 0.03
☰ KMX - CarMax, Inc. Reduce 0.91% 24,866 0.02
☰ ROP - Roper Technologies, Inc. Reduce 1.78% 27,992 0.13
☰ ORLY - O'Reilly Automotive, Inc. Reduce 3.08% 471,750 0.25
☰ DBRG - Digitalbridge Group Inc Reduce 6.66% 293,215 0.04
☰ V - Visa Inc. Reduce 6.75% 237,000 0.52
☰ MCO - Moody's Corp. Reduce 6.78% 323,973 1.06
☰ AMT - American Tower Corp. Reduce 8.92% 606,774 1.10
☰ MA - Mastercard Inc. Reduce 8.92% 451,542 1.62
☰ KKR - KKR & Co. Inc. Reduce 10.62% 1,768,668 1.23
☰ DLTR - Dollar Tree, Inc. Reduce 89.76% 19,542 0.03
☰ BAM - Brookfield Asset Management Ltd. Reduce 98.18% 3,392,966 1.15
Q4 2023
☰ AMT - American Tower Corp. Add 0.54% 36,375 0.07
☰ CSGP - CoStar Group, Inc. Add 0.09% 6,443 0.00
☰ SBAC - SBA Communications Corp. Buy 180,629 0.39
☰ ROP - Roper Technologies, Inc. Reduce 0.13% 2,067 0.01
☰ BAM - Brookfield Asset Management Ltd. Reduce 0.23% 7,906 0.00
☰ KMX - CarMax, Inc. Reduce 0.25% 6,767 0.00
☰ BN - Brookfield Corp. Reduce 0.50% 136,740 0.03
☰ DBRG - Digitalbridge Group Inc Reduce 1.02% 45,410 0.01
☰ KKR - KKR & Co. Inc. Reduce 1.55% 262,388 0.15
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.21% 550 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 3.37% 534,135 0.30
☰ MCO - Moody's Corp. Reduce 6.24% 317,706 0.92
☰ VRSK - Verisk Analytics, Inc. Reduce 7.03% 1,310 0.00
☰ MA - Mastercard Inc. Reduce 13.48% 788,927 2.87
☰ DLTR - Dollar Tree, Inc. Reduce 24.71% 7,145 0.01
☰ V - Visa Inc. Reduce 26.92% 1,292,214 2.73
Q3 2023
☰ KKR - KKR & Co. Inc. Add 11.01% 1,676,739 0.95
☰ CSGP - CoStar Group, Inc. Add 1.94% 137,796 0.10
☰ AMT - American Tower Corp. Add 0.35% 23,277 0.04
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.02% 4 0.00
☰ MA - Mastercard Inc. Reduce 0.32% 18,698 0.06
☰ DHR - Danaher Corp. Reduce 0.83% 16,807 0.03
☰ BN - Brookfield Corp. Reduce 0.87% 239,493 0.04
☰ VRSK - Verisk Analytics, Inc. Reduce 1.80% 341 0.00
☰ V - Visa Inc. Reduce 2.46% 121,184 0.24
☰ MCO - Moody's Corp. Reduce 3.53% 186,577 0.54
☰ KMX - CarMax, Inc. Reduce 4.12% 117,344 0.08
☰ DLTR - Dollar Tree, Inc. Reduce 4.56% 1,380 0.00
☰ ROP - Roper Technologies, Inc. Reduce 4.88% 80,866 0.32
☰ ORLY - O'Reilly Automotive, Inc. Reduce 5.23% 874,200 0.46
☰ BAM - Brookfield Asset Management Ltd. Reduce 6.17% 227,812 0.06
☰ DBRG - Digitalbridge Group Inc Reduce 11.41% 573,001 0.07
☰ ADBE - Adobe Inc. Sell 100.00% 1,064,081 4.34
Q2 2023
☰ BN - Brookfield Corp. Add 0.65% 176,339 0.03
☰ KKR - KKR & Co. Inc. Add 0.38% 57,500 0.03
☰ DHR - Danaher Corp. Add 0.12% 2,368 0.00
☰ DBRG - Digitalbridge Group Inc Reduce 2.22% 113,904 0.01
☰ AMT - American Tower Corp. Reduce 3.63% 253,751 0.46
☰ ORLY - O'Reilly Automotive, Inc. Reduce 5.79% 1,026,225 0.51
☰ MCO - Moody's Corp. Reduce 7.41% 422,562 1.14
☰ KMX - CarMax, Inc. Reduce 7.99% 247,660 0.14
☰ ADBE - Adobe Inc. Reduce 11.26% 135,000 0.46
Q1 2023
☰ BN - Brookfield Corp. Add 4.72% 1,230,001 0.24
☰ DBRG - Digitalbridge Group Inc Add 2.86% 142,815 0.02
☰ KKR - KKR & Co. Inc. Add 0.49% 73,450 0.03
☰ AMT - American Tower Corp. Add 0.08% 5,271 0.01
☰ MA - Mastercard Inc. Add 0.06% 3,433 0.01
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.01% 1,725 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.47% 143 0.00
☰ ADBE - Adobe Inc. Reduce 3.27% 40,477 0.12
☰ KMX - CarMax, Inc. Reduce 41.44% 2,192,556 1.21
☰ ALRM - Alarm Com Hldgs Inc Sell 100.00% 263,939 0.12
Q4 2022
☰ DHR - Danaher Corp. Add 8.03% 149,912 0.32
☰ DBRG - Digitalbridge Group Inc Add 7.96% 368,069 0.04
☰ AMT - American Tower Corp. Add 0.29% 20,240 0.04
☰ BN - Brookfield Corp. Buy 26,050,130 4.94
☰ BAM - Brookfield Asset Management Ltd. Buy 3,691,684 0.96
☰ ROP - Roper Technologies, Inc. Reduce 0.00% 35 0.00
☰ MA - Mastercard Inc. Reduce 0.43% 25,200 0.06
☰ KKR - KKR & Co. Inc. Reduce 2.26% 350,000 0.13
☰ V - Visa Inc. Reduce 6.15% 322,600 0.51
☰ DLTR - Dollar Tree, Inc. Reduce 7.51% 2,473 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 19.66% 4,338,945 1.80
☰ ADBE - Adobe Inc. Reduce 25.59% 426,337 1.04
☰ KMX - CarMax, Inc. Reduce 28.04% 2,062,000 1.20
☰ VRSK - Verisk Analytics, Inc. Reduce 99.22% 2,425,310 3.65
☰ BAM.A - Brookfield Asset Mgmt Inc Sell 100.00% 13,366,753 4.83
☰ CRM - Salesforce, Inc. Sell 100.00% 3,095,500 3.93
☰ SNOW - Snowflake Inc. Sell 100.00% 1,000,000 1.50
Q3 2022
☰ CRM - Salesforce, Inc. Add 0.83% 25,500 0.03
☰ KKR - KKR & Co. Inc. Add 0.50% 77,006 0.03
☰ MA - Mastercard Inc. Add 0.48% 27,985 0.07
☰ BAM.A - Brookfield Asset Mgmt Inc Add 0.43% 57,000 0.02
☰ ADBE - Adobe Inc. Add 0.33% 5,500 0.01
☰ KMX - CarMax, Inc. Add 0.07% 4,830 0.00
☰ MCO - Moody's Corp. Add 0.00% 280 0.00
☰ DBRG - Digitalbridge Group Inc Buy 4,623,651 0.51
☰ ORLY - O'Reilly Automotive, Inc. Reduce 6.36% 1,500,000 0.51
☰ GSHD - Goosehead Insurance, Inc. Reduce 30.05% 104,694 0.04
☰ 6CL - Digitalbridge Group Inc Sell 100.00% 16,390,191 0.64
☰ TDUP - Thredup Inc Sell 100.00% 22,500 0.00
Q2 2022
☰ 6CL - Digitalbridge Group Inc Add 56.03% 5,885,391 0.23
☰ GSHD - Goosehead Insurance, Inc. Add 18.75% 55,000 0.02
☰ CRM - Salesforce, Inc. Add 8.20% 232,790 0.31
☰ ADBE - Adobe Inc. Add 5.95% 93,305 0.27
☰ BRK.B - Berkshire Hathaway CL B Add 4.26% 700 0.00
☰ KKR - KKR & Co. Inc. Add 3.43% 510,592 0.19
☰ DLTR - Dollar Tree, Inc. Add 1.50% 485 0.00
☰ BAM.A - Brookfield Asset Mgmt Inc Add 1.39% 182,059 0.06
☰ MCO - Moody's Corp. Add 0.77% 43,793 0.10
☰ MA - Mastercard Inc. Add 0.14% 8,090 0.02
☰ KMX - CarMax, Inc. Add 0.11% 8,240 0.01
☰ SNOW - Snowflake Inc. Buy 1,000,000 1.11
☰ ROP - Roper Technologies, Inc. Reduce 0.31% 5,070 0.02
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.35% 83,925 0.03
☰ AMT - American Tower Corp. Reduce 0.36% 25,190 0.04
☰ CSGP - CoStar Group, Inc. Reduce 26.44% 2,556,750 1.16
☰ ALRM - Alarm Com Hldgs Inc Reduce 72.76% 705,000 0.32
☰ ANSS - Ansys Inc Sell 100.00% 609,764 1.32
Q1 2022
☰ ADBE - Adobe Inc. Add 2.42% 37,000 0.12
☰ CRM - Salesforce, Inc. Add 1.33% 37,210 0.05
☰ KKR - KKR & Co. Inc. Add 0.91% 134,660 0.05
☰ MCO - Moody's Corp. Add 0.69% 38,615 0.09
☰ KMX - CarMax, Inc. Add 0.68% 49,780 0.03
☰ BAM.A - Brookfield Asset Mgmt Inc Reduce 0.00% 285 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.03% 715 0.00
☰ MA - Mastercard Inc. Reduce 0.10% 6,040 0.01
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.14% 32,100 0.01
☰ ROP - Roper Technologies, Inc. Reduce 0.14% 2,340 0.01
☰ AMT - American Tower Corp. Reduce 0.15% 10,720 0.02
☰ CSGP - CoStar Group, Inc. Reduce 0.98% 96,170 0.04
☰ BRK.B - Berkshire Hathaway CL B Reduce 6.23% 1,090 0.00
☰ ALRM - Alarm Com Hldgs Inc Reduce 51.03% 1,009,719 0.49
☰ DLTR - Dollar Tree, Inc. Reduce 98.78% 2,619,764 2.13
☰ SBAC - SBA Communications Corp. Sell 100.00% 1,547,180 3.49
Q4 2021
☰ KMX - CarMax, Inc. Add 2.55% 181,090 0.14
☰ MA - Mastercard Inc. Add 0.05% 2,775 0.01
☰ ORLY - O'Reilly Automotive, Inc. Add 0.04% 8,610 0.00
☰ ROP - Roper Technologies, Inc. Add 0.03% 485 0.00
☰ VRSK - Verisk Analytics, Inc. Add 0.03% 746 0.00
☰ AMT - American Tower Corp. Add 0.02% 1,310 0.00
☰ MCO - Moody's Corp. Add 0.02% 1,061 0.00
☰ ADBE - Adobe Inc. Add 0.01% 105 0.00
☰ BAM.A - Brookfield Asset Mgmt Inc Add 0.01% 711 0.00
☰ CSGP - CoStar Group, Inc. Add 0.01% 1,350 0.00
☰ KKR - KKR & Co. Inc. Add 0.00% 632 0.00
☰ SBAC - SBA Communications Corp. Reduce 19.84% 383,010 0.78
☰ DLTR - Dollar Tree, Inc. Reduce 25.95% 929,482 0.55
☰ OLLI - Ollie's Bargain Outlet Holdings, Inc. Sell 100.00% 500,000 0.19
Q3 2021
☰ BAM.A - Brookfield Asset Mgmt Inc Add 0.67% 87,173 0.03
☰ ADBE - Adobe Inc. Reduce 0.01% 105 0.00
☰ KKR - KKR & Co. Inc. Reduce 0.02% 2,716 0.00
☰ CSGP - CoStar Group, Inc. Reduce 0.05% 4,600 0.00
☰ KMX - CarMax, Inc. Reduce 0.06% 4,025 0.00
☰ MCO - Moody's Corp. Reduce 0.09% 5,219 0.01
☰ VRSK - Verisk Analytics, Inc. Reduce 0.11% 2,661 0.00
☰ AMT - American Tower Corp. Reduce 0.12% 8,475 0.01
☰ MA - Mastercard Inc. Reduce 0.14% 8,094 0.02
☰ ROP - Roper Technologies, Inc. Reduce 0.15% 2,443 0.01
☰ DLTR - Dollar Tree, Inc. Reduce 0.17% 5,993 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.18% 42,105 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 2.48% 445 0.00
☰ MKL - Markel Group Inc. Sell 100.00% 13,623 0.10
Q2 2021
☰ GSHD - Goosehead Insurance, Inc. Add 20.55% 50,000 0.04
☰ ADBE - Adobe Inc. Add 0.01% 220 0.00
☰ CRM - Salesforce, Inc. Buy 2,800,000 4.21
☰ 6CL - Digitalbridge Group Inc Buy 10,504,800 0.51
☰ AMT - American Tower Corp. Reduce 0.01% 640 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.01% 520 0.00
☰ KKR - KKR & Co. Inc. Reduce 0.01% 1,080 0.00
☰ KMX - CarMax, Inc. Reduce 0.01% 450 0.00
☰ MA - Mastercard Inc. Reduce 0.01% 700 0.00
☰ MCO - Moody's Corp. Reduce 0.01% 590 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.01% 270 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.02% 5,100 0.00
☰ MKL - Markel Group Inc. Reduce 0.17% 23 0.00
☰ ROP - Roper Technologies, Inc. Reduce 4.06% 70,430 0.19
☰ SBAC - SBA Communications Corp. Reduce 15.53% 354,936 0.67
☰ TDUP - Thredup Inc Reduce 88.75% 177,500 0.03
☰ LYV - Live Nation Entertainment, Inc. Sell 100.00% 5,469,400 3.15
☰ CLNY - Colony Cap Inc New Sell 100.00% 10,504,800 0.46
Q1 2021
☰ ADBE - Adobe Inc. Add 34.20% 389,870 1.26
☰ CSGP - CoStar Group, Inc. Add 1.12% 107,990 0.06
☰ KKR - KKR & Co. Inc. Add 0.05% 7,376 0.00
☰ V - Visa Inc. Add 0.04% 2,180 0.00
☰ TDUP - Thredup Inc Buy 200,000 0.03
☰ BAM.A - Brookfield Asset Mgmt Inc Reduce 0.00% 480 0.00
☰ MCO - Moody's Corp. Reduce 0.12% 6,860 0.01
☰ VRSK - Verisk Analytics, Inc. Reduce 0.13% 3,275 0.00
☰ ALRM - Alarm Com Hldgs Inc Reduce 0.16% 3,200 0.00
☰ MA - Mastercard Inc. Reduce 0.22% 12,995 0.03
☰ AMT - American Tower Corp. Reduce 1.59% 113,656 0.17
☰ CLNY - Colony Cap Inc New Reduce 1.87% 200,000 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.57% 665 0.00
☰ KMX - CarMax, Inc. Reduce 4.89% 365,685 0.23
☰ SBAC - SBA Communications Corp. Reduce 7.30% 179,874 0.34
☰ ROP - Roper Technologies, Inc. Reduce 9.28% 177,549 0.52
☰ ORLY - O'Reilly Automotive, Inc. Reduce 14.02% 3,868,350 0.79
☰ DLTR - Dollar Tree, Inc. Reduce 20.73% 938,366 0.68
☰ MKL - Markel Group Inc. Reduce 95.61% 296,954 2.07
☰ DSGX - The Descartes Systems Group Inc. Sell 100.00% 207,300 0.08
☰ LAMR - Lamar Advertising Co. Sell 100.00% 48,530 0.03
☰ BRK.A - Berkshire Hathaway CL A Sell 100.00% 3 0.01
☰ PRMW - Primo Wtr Corp Sell 100.00% 29,899 0.00
☰ TTD - The Trade Desk, Inc. Sell 100.00% 445 0.00
Q4 2020
☰ AMT - American Tower Corp. Add 1.38% 97,189 0.15
☰ CSGP - CoStar Group, Inc. Add 0.75% 71,680 0.04
☰ KKR - KKR & Co. Inc. Reduce 0.01% 920 0.00
☰ KMX - CarMax, Inc. Reduce 0.01% 905 0.00
☰ MA - Mastercard Inc. Reduce 0.02% 1,347 0.00
☰ V - Visa Inc. Reduce 0.02% 812 0.00
☰ MCO - Moody's Corp. Reduce 0.03% 1,644 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.03% 638 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.04% 11,460 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.05% 2,069 0.00
☰ BAM.A - Brookfield Asset Mgmt Inc Reduce 3.69% 500,000 0.12
☰ MKL - Markel Group Inc. Reduce 34.50% 163,630 1.12
☰ PRMW - Primo Wtr Corp Reduce 94.69% 532,700 0.06
Q3 2020
☰ CLNY - Colony Cap Inc New Add 613.65% 9,204,800 0.18
☰ GSHD - Goosehead Insurance, Inc. Add 28.99% 54,694 0.03
☰ BAM.A - Brookfield Asset Mgmt Inc Add 17.72% 2,038,550 0.48
☰ ALRM - Alarm Com Hldgs Inc Add 11.04% 196,988 0.08
☰ ROP - Roper Technologies, Inc. Add 10.31% 178,891 0.50
☰ CSGP - CoStar Group, Inc. Add 0.36% 34,400 0.02
☰ VRSK - Verisk Analytics, Inc. Add 0.10% 2,413 0.00
☰ KKR - KKR & Co. Inc. Add 0.04% 5,511 0.00
☰ TTD - The Trade Desk, Inc. Buy 4,450 0.00
☰ MA - Mastercard Inc. Reduce 0.04% 2,310 0.01
☰ MCO - Moody's Corp. Reduce 0.04% 1,995 0.00
☰ AMT - American Tower Corp. Reduce 0.06% 4,570 0.01
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.08% 20,865 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.46% 20,965 0.01
☰ LYV - Live Nation Entertainment, Inc. Reduce 2.12% 118,238 0.04
☰ MKL - Markel Group Inc. Reduce 3.29% 16,158 0.11
☰ KMX - CarMax, Inc. Reduce 8.26% 673,879 0.45
☰ PRMW - Primo Water Corporation Reduce 48.32% 526,079 0.05
☰ BRK.B - Berkshire Hathaway CL B Reduce 59.98% 27,892 0.04
☰ MAR - Marriott International, Inc. Sell 100.00% 7,500 0.00
Q2 2020
☰ CSGP - CoStar Group, Inc. Add 117.96% 5,170,410 2.77
☰ BAM.A - Brookfield Asset Mgmt Inc Add 59.88% 4,308,025 1.07
☰ ANSS - Ansys Inc Add 30.11% 141,108 0.31
☰ GSHD - Goosehead Insurance, Inc. Add 9.59% 16,504 0.01
☰ KKR - KKR & Co. Inc. Add 3.77% 534,321 0.12
☰ LYV - Live Nation Entertainment, Inc. Add 1.94% 106,400 0.04
☰ ROP - Roper Technologies, Inc. Add 1.74% 29,644 0.09
☰ MA - Mastercard Inc. Add 1.69% 97,575 0.22
☰ ALRM - Alarm Com Hldgs Inc Add 0.76% 13,400 0.01
☰ CLNY - Colony Cap Inc New Add 0.11% 1,618 0.00
☰ MCO - Moody's Corp. Reduce 0.04% 1,997 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.04% 999 0.00
☰ AMT - American Tower Corp. Reduce 0.05% 3,690 0.01
☰ DLTR - Dollar Tree, Inc. Reduce 0.06% 2,644 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.06% 16,125 0.00
☰ KMX - CarMax, Inc. Reduce 0.44% 36,345 0.02
☰ MKL - Markel Group Inc. Reduce 1.41% 7,003 0.06
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.50% 710 0.00
☰ PRMW - Primo Wtr Corp Reduce 31.13% 492,200 0.04
Q1 2020
☰ CLNY - Colony Cap Inc New Add 14883.82% 1,488,382 0.03
☰ OLLI - Ollie's Bargain Outlet Holdings, Inc. Add 369.76% 393,563 0.18
☰ DSGX - The Descartes Systems Group Inc. Add 314.60% 157,300 0.05
☰ ANSS - Ansys Inc Add 186.22% 304,916 0.69
☰ CSGP - CoStar Group, Inc. Add 75.32% 1,883,120 1.07
☰ KMX - CarMax, Inc. Add 21.38% 1,442,720 0.75
☰ BAM.A - Brookfield Asset Mgmt Inc Add 15.10% 944,000 0.41
☰ KKR - KKR & Co. Inc. Add 11.23% 1,432,716 0.33
☰ ALRM - Alarm Com Hldgs Inc Add 10.20% 163,968 0.06
☰ ROP - Roper Technologies, Inc. Add 8.80% 137,978 0.42
☰ MA - Mastercard Inc. Add 8.62% 459,438 1.08
☰ V - Visa Inc. Add 7.29% 356,100 0.56
☰ ADBE - Adobe Inc. Buy 1,140,000 3.52
☰ LYV - Live Nation Entertainment, Inc. Buy 5,481,238 2.42
☰ PRMW - Primo Wtr Corp Buy 1,580,878 0.14
☰ MAR - Marriott International, Inc. Buy 7,500 0.01
☰ MCO - Moody's Corp. Reduce 0.76% 43,302 0.09
☰ AMT - American Tower Corp. Reduce 2.01% 144,583 0.30
☰ ORLY - O'Reilly Automotive, Inc. Reduce 2.33% 659,280 0.18
☰ MKL - Markel Group Inc. Reduce 3.00% 15,373 0.16
☰ VRSK - Verisk Analytics, Inc. Reduce 3.74% 95,095 0.13
☰ DLTR - Dollar Tree, Inc. Reduce 10.48% 532,650 0.46
☰ BRK.B - Berkshire Hathaway CL B Reduce 83.45% 238,126 0.49
☰ BRK.A - Berkshire Hathaway CL A Reduce 92.86% 39 0.12
☰ P4W - Primo Wtr Corp Sell 100.00% 3,222,200 0.33
Q4 2019
☰ GSHD - Goosehead Insurance, Inc. Add 69.64% 70,678 0.03
☰ ALRM - Alarm Com Hldgs Inc Add 17.52% 239,662 0.09
☰ BAM.A - Brookfield Asset Mgmt Inc Add 17.39% 925,775 0.49
☰ KMX - CarMax, Inc. Add 7.36% 462,300 0.37
☰ OLLI - Ollie's Bargain Outlet Holdings, Inc. Add 6.44% 6,437 0.00
☰ P4W - Primo Wtr Corp Add 5.40% 165,100 0.02
☰ CSGP - CoStar Group, Inc. Buy 2,500,000 1.37
☰ ANSS - Ansys Inc Buy 163,740 0.39
☰ AMT - American Tower Corp. Reduce 0.00% 280 0.00
☰ MCO - Moody's Corp. Reduce 0.00% 160 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.00% 70 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.00% 60 0.00
☰ MA - Mastercard Inc. Reduce 0.01% 295 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.01% 2,220 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.02% 1,031 0.00
☰ MKL - Markel Group Inc. Reduce 0.04% 201 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.37% 1,065 0.00
☰ ESGR - Enstar Group Limited Sell 100.00% 2,890 0.01
☰ BOC - Boston Omaha Corp Sell 100.00% 21,483 0.00
Q3 2019
☰ ALRM - Alarm Com Hldgs Inc Add 127.68% 767,070 0.35
☰ KMX - CarMax, Inc. Add 3.41% 207,370 0.18
☰ P4W - Primo Wtr Corp Add 0.26% 8,000 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.10% 278 0.00
☰ VRSK - Verisk Analytics, Inc. Add 0.02% 540 0.00
☰ KKR - KKR & Co. Inc. Add 0.01% 1,220 0.00
☰ SBAC - SBA Communications Corp. Buy 2,465,000 5.86
☰ BAM.A - Brookfield Asset Mgmt Inc Buy 5,324,225 2.79
☰ OLLI - Ollie's Bargain Outlet Holdings, Inc. Buy 100,000 0.06
☰ DSGX - The Descartes Systems Group Inc. Buy 50,000 0.02
☰ CLNY - Colony Cap Inc New Buy 10,000 0.00
☰ AMT - American Tower Corp. Reduce 0.00% 36 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.01% 484 0.00
☰ MA - Mastercard Inc. Reduce 0.01% 455 0.00
☰ MCO - Moody's Corp. Reduce 0.01% 353 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.01% 2,460 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.01% 112 0.00
☰ MKL - Markel Group Inc. Reduce 0.02% 97 0.00
☰ BOC - Boston Omaha Corp Reduce 91.14% 220,913 0.05
☰ ESGR - Enstar Group Limited Reduce 97.88% 133,510 0.25
☰ 3UB - Ubiquiti Networks Inc Sell 100.00% 2,111,375 2.98
☰ AMTD - Td Ameritrade Hldg Corp Sell 100.00% 3,350,000 1.80
☰ DHIL - Diamond Hill Investment Grou Sell 100.00% 56,694 0.09
Q2 2019
☰ GSHD - Goosehead Insurance, Inc. Add 164.77% 63,159 0.03
☰ P4W - Primo Wtr Corp Add 6.66% 190,421 0.02
☰ AMT - American Tower Corp. Reduce 0.00% 300 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.00% 220 0.00
☰ MCO - Moody's Corp. Reduce 0.00% 215 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.00% 113 0.00
☰ MA - Mastercard Inc. Reduce 0.01% 316 0.00
☰ MKL - Markel Group Inc. Reduce 0.01% 68 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.01% 1,455 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.01% 85 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.04% 117 0.00
☰ 3UB - Ubiquiti Networks Inc Reduce 21.22% 568,625 0.95
☰ ESGR - Enstar Group Limited Reduce 70.05% 319,047 0.62
☰ FOCS - Focus Finl Partners Inc Sell 100.00% 2,970,000 1.18
Q1 2019
☰ GSHD - Goosehead Insurance, Inc. Add 223.99% 26,500 0.01
☰ KMX - CarMax, Inc. Add 5.21% 300,800 0.23
☰ AMT - American Tower Corp. Add 1.69% 119,400 0.26
☰ KKR - KKR & Co. Inc. Add 0.80% 101,500 0.03
☰ P4W - Primo Wtr Corp Add 0.47% 13,459 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.07% 200 0.00
☰ MA - Mastercard Inc. Add 0.02% 900 0.00
☰ DLTR - Dollar Tree, Inc. Add 0.01% 680 0.00
☰ MCO - Moody's Corp. Add 0.01% 600 0.00
☰ MKL - Markel Group Inc. Add 0.01% 60 0.00
☰ ORLY - O'Reilly Automotive, Inc. Add 0.01% 2,550 0.00
☰ ROP - Roper Technologies, Inc. Add 0.01% 235 0.00
☰ VRSK - Verisk Analytics, Inc. Add 0.01% 333 0.00
☰ DHIL - Diamond Hill Investment Grou Reduce 13.90% 9,154 0.02
☰ ESGR - Enstar Group Limited Reduce 49.07% 438,769 0.98
Q4 2018
☰ KKR - KKR & Co. Inc. Add 26.52% 2,652,100 0.69
☰ AMTD - Td Ameritrade Hldg Corp Add 12.89% 63,750 0.25
☰ KMX - CarMax, Inc. Add 9.95% 522,690 0.44
☰ FOCS - Focus Finl Partners Inc Add 8.00% 220,000 0.08
☰ ROP - Roper Technologies, Inc. Add 0.51% 7,970 0.03
☰ P4W - Primo Wtr Corp Add 0.07% 2,000 0.00
☰ MCO - Moody's Corp. Add 0.00% 150 0.00
☰ GSHD - Goosehead Insurance, Inc. Buy 11,831 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.00% 100 0.00
☰ MA - Mastercard Inc. Reduce 0.00% 150 0.00
☰ MKL - Markel Group Inc. Reduce 0.00% 20 0.00
☰ AMT - American Tower Corp. Reduce 0.01% 620 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.01% 30 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.01% 2,130 0.00
☰ BOC - Boston Omaha Corp Reduce 8.13% 21,438 0.01
☰ ESGR - Enstar Group Limited Reduce 23.55% 275,498 0.70
Q3 2018
☰ DLTR - Dollar Tree, Inc. Add 1.06% 53,479 0.05
☰ FOCS - Focus Finl Partners Inc Buy 2,750,000 1.60
☰ MCO - Moody's Corp. Reduce 0.02% 1,192 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.03% 440 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.04% 1,111 0.00
☰ AMT - American Tower Corp. Reduce 0.05% 3,271 0.01
☰ MA - Mastercard Inc. Reduce 0.05% 2,506 0.01
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.05% 15,345 0.00
☰ MKL - Markel Group Inc. Reduce 0.06% 328 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.17% 500 0.00
☰ ESGR - Enstar Group Limited Reduce 11.18% 147,288 0.41
☰ BOC - Boston Omaha Corp Reduce 24.62% 86,166 0.02
Q2 2018
☰ P4W - Primo Wtr Corp Add 48.61% 930,000 0.22
☰ ALRM - Alarm Com Hldgs Inc Add 24.26% 117,283 0.06
☰ DLTR - Dollar Tree, Inc. Add 4.05% 195,691 0.22
☰ KMX - CarMax, Inc. Add 1.79% 92,325 0.09
☰ ROP - Roper Technologies, Inc. Add 0.24% 3,715 0.01
☰ AMT - American Tower Corp. Add 0.21% 15,108 0.03
☰ MA - Mastercard Inc. Add 0.13% 6,890 0.02
☰ MKL - Markel Group Inc. Add 0.03% 147 0.00
☰ KKR - KKR & Co. Inc. Buy 10,000,000 3.31
☰ MCO - Moody's Corp. Reduce 0.04% 1,993 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.28% 79,935 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.40% 1,137 0.00
☰ AMTD - Td Ameritrade Hldg Corp Reduce 0.57% 2,847 0.01
☰ VRSK - Verisk Analytics, Inc. Reduce 0.99% 25,379 0.04
☰ ESGR - Enstar Group Limited Reduce 6.26% 87,882 0.26
☰ DHIL - Diamond Hill Investment Grou Reduce 54.74% 79,652 0.23
☰ LKQ - LKQ Corp. Sell 100.00% 3,150,000 1.68
Q1 2018
☰ AMT - American Tower Corp. Add 3.89% 264,024 0.54
☰ ALRM - Alarm Com Hldgs Inc Add 3.60% 16,789 0.01
☰ AMTD - Td Ameritrade Hldg Corp Add 0.58% 2,847 0.01
☰ KMX - CarMax, Inc. Add 0.16% 8,256 0.01
☰ ROP - Roper Technologies, Inc. Add 0.03% 478 0.00
☰ MCO - Moody's Corp. Reduce 0.04% 2,161 0.00
☰ V - Visa Inc. Reduce 0.04% 1,750 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.05% 14,040 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.08% 3,754 0.01
☰ MA - Mastercard Inc. Reduce 0.12% 6,276 0.01
☰ MKL - Markel Group Inc. Reduce 0.13% 652 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.15% 424 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.39% 10,133 0.01
☰ ESGR - Enstar Group Limited Reduce 2.91% 42,112 0.12
Q4 2017
☰ ALRM - Alarm Com Hldgs Inc Add 16.67% 66,698 0.04
☰ P4W - Primo Wtr Corp Add 12.16% 207,352 0.04
☰ BRK.B - Berkshire Hathaway CL B Add 0.26% 734 0.00
☰ ESGR - Enstar Group Limited Add 0.12% 1,696 0.01
☰ MKL - Markel Group Inc. Add 0.11% 575 0.01
☰ MA - Mastercard Inc. Add 0.07% 3,973 0.01
☰ ROP - Roper Technologies, Inc. Add 0.07% 1,075 0.00
☰ DLTR - Dollar Tree, Inc. Add 0.06% 2,825 0.00
☰ MCO - Moody's Corp. Add 0.05% 2,681 0.01
☰ ORLY - O'Reilly Automotive, Inc. Add 0.05% 14,535 0.00
☰ AMT - American Tower Corp. Add 0.02% 1,660 0.00
☰ KMX - CarMax, Inc. Reduce 0.01% 603 0.00
☰ VRSK - Verisk Analytics, Inc. Reduce 0.03% 881 0.00
☰ MNRO - Monro, Inc. Sell 100.00% 1,600,000 1.39
☰ CSX - CSX Corp. Sell 100.00% 4,899 0.00
Q3 2017
☰ ORLY - O'Reilly Automotive, Inc. Add 58.72% 10,509,000 2.34
☰ P4W - Primo Wtr Corp Add 1.58% 26,555 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.13% 6,478 0.01
☰ MCO - Moody's Corp. Reduce 0.27% 15,390 0.03
☰ AMT - American Tower Corp. Reduce 0.30% 20,376 0.05
☰ KMX - CarMax, Inc. Reduce 0.31% 16,088 0.02
☰ MA - Mastercard Inc. Reduce 0.38% 20,315 0.04
☰ MKL - Markel Group Inc. Reduce 0.54% 2,765 0.05
☰ ESGR - Enstar Group Limited Reduce 0.82% 11,964 0.04
☰ ROP - Roper Technologies, Inc. Reduce 0.83% 12,999 0.05
☰ VRSK - Verisk Analytics, Inc. Reduce 0.92% 24,036 0.04
☰ MNRO - Monro, Inc. Reduce 1.40% 22,700 0.02
☰ LKQ - LKQ Corp. Reduce 11.27% 400,000 0.23
☰ BRK.B - Berkshire Hathaway CL B Reduce 26.49% 103,571 0.30
☰ BAC.WS.A - Bank Amer Corp Sell 100.00% 732,890 0.15
☰ WMIH - WMIH Corp Sell 100.00% 1,460,000 0.03
Q2 2017
☰ ORLY - O'Reilly Automotive, Inc. Add 44.61% 5,520,255 1.40
☰ DLTR - Dollar Tree, Inc. Add 15.45% 648,359 0.79
☰ BRK.B - Berkshire Hathaway CL B Add 1.75% 6,725 0.02
☰ AMT - American Tower Corp. Add 1.67% 111,805 0.26
☰ MNRO - Monro, Inc. Add 1.57% 25,070 0.02
☰ ESGR - Enstar Group Limited Add 0.76% 10,995 0.04
☰ VRSK - Verisk Analytics, Inc. Add 0.56% 14,496 0.02
☰ MKL - Markel Group Inc. Add 0.43% 2,199 0.04
☰ MCO - Moody's Corp. Add 0.35% 19,845 0.04
☰ ROP - Roper Technologies, Inc. Add 0.32% 4,955 0.02
☰ MA - Mastercard Inc. Add 0.30% 16,216 0.03
☰ KMX - CarMax, Inc. Add 0.25% 13,120 0.01
☰ BOC - Boston Omaha Corp Buy 350,000 0.08
☰ DG - Dollar General Corp. Sell 100.00% 1,500,000 1.89
☰ FTV - Fortive Corp. Sell 100.00% 750,000 0.82
Q1 2017
☰ V - Visa Inc. Add 34.98% 1,267,080 2.03
☰ MCO - Moody's Corp. Add 21.87% 1,019,167 2.06
☰ MA - Mastercard Inc. Add 13.35% 627,792 1.28
☰ MNRO - Monro, Inc. Add 4.93% 75,000 0.07
☰ VRSK - Verisk Analytics, Inc. Add 0.23% 5,893 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.22% 9,198 0.01
☰ ROP - Roper Technologies, Inc. Add 0.18% 2,868 0.01
☰ ORLY - O'Reilly Automotive, Inc. Add 0.14% 17,040 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.09% 360 0.00
☰ MKL - Markel Group Inc. Reduce 0.00% 25 0.00
☰ AMT - American Tower Corp. Reduce 0.04% 2,392 0.01
☰ ESGR - Enstar Group Limited Reduce 0.10% 1,491 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 19.23% 10 0.05
☰ CSX - CSX Corp. Reduce 87.37% 101,646 0.03
☰ DLTH - Duluth Hldgs Inc Sell 100.00% 351,400 0.18
☰ AIG.WS - American Intl Group Inc Sell 100.00% 105,728 0.05
☰ DIS - The Walt Disney Co. Sell 100.00% 3,891 0.01
Q4 2016
☰ MCO - Moody's Corp. Add 15.37% 620,770 1.18
☰ DHR - Danaher Corp. Add 10.35% 175,178 0.24
☰ AMT - American Tower Corp. Add 6.36% 400,654 0.85
☰ KMX - CarMax, Inc. Add 4.02% 199,215 0.26
☰ AIG.WS - American Intl Group Inc Add 2.03% 2,100 0.00
☰ MNRO - Monro, Inc. Add 0.97% 14,700 0.02
☰ DLTH - Duluth Hldgs Inc Add 0.40% 1,400 0.00
☰ V - Visa Inc. Add 0.19% 6,860 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.02% 790 0.00
☰ DG - Dollar General Corp. Buy 1,500,000 2.24
☰ DIS - The Walt Disney Co. Buy 3,891 0.01
☰ VRSK - Verisk Analytics, Inc. Reduce 0.05% 1,320 0.00
☰ ROP - Roper Technologies, Inc. Reduce 0.09% 1,410 0.01
☰ MA - Mastercard Inc. Reduce 0.12% 5,697 0.01
☰ ESGR - Enstar Group Limited Reduce 0.18% 2,615 0.01
☰ MKL - Markel Group Inc. Reduce 0.19% 970 0.02
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.34% 41,625 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.40% 1,525 0.00
☰ LAMR - Lamar Advertising Co. Reduce 1.56% 767 0.00
☰ WMIH - WMIH Corp Reduce 2.67% 40,000 0.00
Q3 2016
☰ ROP - Roper Technologies, Inc. Add 4.12% 61,811 0.24
☰ BRK.B - Berkshire Hathaway CL B Add 0.55% 2,110 0.01
☰ ORLY - O'Reilly Automotive, Inc. Add 0.29% 35,295 0.01
☰ ESGR - Enstar Group Limited Add 0.26% 3,816 0.01
☰ MA - Mastercard Inc. Add 0.15% 6,970 0.01
☰ MKL - Markel Group Inc. Add 0.15% 759 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.13% 5,585 0.01
☰ MCO - Moody's Corp. Add 0.12% 4,927 0.01
☰ AMT - American Tower Corp. Add 0.11% 6,640 0.02
☰ VRSK - Verisk Analytics, Inc. Add 0.04% 915 0.00
☰ FTV - Fortive Corp. Buy 1,189,324 0.81
☰ ANSS - Ansys Inc Sell 100.00% 100,300 0.20
Q2 2016
☰ V - Visa Inc. Add 58.07% 1,328,000 2.17
☰ KMX - CarMax, Inc. Add 14.82% 639,945 0.69
☰ ROP - Roper Technologies, Inc. Add 14.28% 187,315 0.71
☰ LKQ - LKQ Corp. Add 4.41% 150,000 0.11
☰ MCO - Moody's Corp. Add 0.44% 17,618 0.04
☰ VRSK - Verisk Analytics, Inc. Reduce 0.06% 1,446 0.00
☰ DLTR - Dollar Tree, Inc. Reduce 0.20% 8,236 0.02
☰ MA - Mastercard Inc. Reduce 0.28% 13,393 0.03
☰ MKL - Markel Group Inc. Reduce 0.29% 1,485 0.03
☰ AMT - American Tower Corp. Reduce 0.30% 19,179 0.05
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.42% 51,990 0.02
☰ ESGR - Enstar Group Limited Reduce 0.44% 6,412 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.89% 3,441 0.01
☰ LAMR - Lamar Advertising Co. Reduce 5.19% 2,700 0.00
☰ AIG.WS - American Intl Group Inc Reduce 29.65% 43,667 0.02
☰ AAIC - Arlington Asset Invt Corp Sell 100.00% 10,000 0.00
Q1 2016
☰ KMX - CarMax, Inc. Add 26.36% 900,962 1.08
☰ ESGR - Enstar Group Limited Add 23.52% 276,697 1.05
☰ MCO - Moody's Corp. Add 9.78% 357,910 0.81
☰ LKQ - LKQ Corp. Add 7.15% 226,900 0.17
☰ VRSK - Verisk Analytics, Inc. Add 0.19% 4,865 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 0.18% 702 0.00
☰ V - Visa Inc. Add 0.17% 3,840 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.10% 4,176 0.01
☰ MA - Mastercard Inc. Add 0.10% 4,478 0.01
☰ AMT - American Tower Corp. Add 0.07% 4,359 0.01
☰ MKL - Markel Group Inc. Add 0.03% 178 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.00% 75 0.00
☰ ROP - Roper Technologies, Inc. Reduce 2.83% 38,192 0.18
☰ CSX - CSX Corp. Reduce 4.70% 5,742 0.00
☰ LAMR - Lamar Advertising Co. Reduce 5.46% 3,003 0.00
Q4 2015
☰ LKQ - LKQ Corp. Add 23.23% 598,100 0.44
☰ KMX - CarMax, Inc. Add 23.21% 643,699 0.85
☰ VRSK - Verisk Analytics, Inc. Add 20.58% 440,651 0.83
☰ ESGR - Enstar Group Limited Add 12.07% 126,725 0.47
☰ MCO - Moody's Corp. Add 1.49% 53,819 0.13
☰ DLTR - Dollar Tree, Inc. Add 0.87% 36,184 0.07
☰ AMT - American Tower Corp. Add 0.09% 5,523 0.01
☰ MA - Mastercard Inc. Add 0.08% 3,899 0.01
☰ ROP - Roper Technologies, Inc. Add 0.07% 882 0.00
☰ MKL - Markel Group Inc. Add 0.03% 153 0.00
☰ DLTH - Duluth Hldgs Inc Buy 350,000 0.13
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.00% 435 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 1.89% 1 0.01
☰ P4W - Primo Wtr Corp Reduce 2.74% 47,300 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 6.07% 24,964 0.08
☰ AMTD - Td Ameritrade Hldg Corp Reduce 8.02% 43,150 0.21
☰ AIG.WS - American Intl Group Inc Reduce 71.11% 362,505 0.21
☰ LYV - Live Nation Entertainment, Inc. Sell 100.00% 6,260,154 3.86
☰ LPLA - LPL Financial Holdings Inc. Sell 100.00% 750,500 0.77
Q3 2015
☰ LKQ - LKQ Corp. Add 267.86% 1,875,000 1.36
☰ AIG.WS - American Intl Group Inc Add 239.87% 359,800 0.21
☰ ESGR - Enstar Group Limited Add 84.16% 479,647 1.85
☰ KMX - CarMax, Inc. Add 63.16% 1,073,660 1.63
☰ BRK.B - Berkshire Hathaway CL B Add 30.72% 96,589 0.32
☰ BRK.A - Berkshire Hathaway CL A Add 23.26% 10 0.05
☰ AMT - American Tower Corp. Add 19.52% 1,029,479 2.32
☰ DLTR - Dollar Tree, Inc. Add 16.80% 596,770 1.02
☰ MA - Mastercard Inc. Add 8.69% 376,339 0.87
☰ VRSK - Verisk Analytics, Inc. Add 7.73% 153,703 0.29
☰ ROP - Roper Technologies, Inc. Add 5.76% 73,502 0.30
☰ AMTD - Td Ameritrade Hldg Corp Add 2.14% 11,250 0.06
☰ MCO - Moody's Corp. Add 1.19% 42,489 0.11
☰ WMIH - WMIH Corp Buy 1,500,000 0.10
☰ MKL - Markel Group Inc. Reduce 0.25% 1,307 0.03
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.29% 35,820 0.01
☰ LAMR - Lamar Advertising Co. Reduce 18.03% 12,100 0.02
☰ LPLA - LPL Financial Holdings Inc. Reduce 43.08% 568,089 0.72
☰ VL2 - Nustar Gp Holdings LLC Sell 100.00% 27,775 0.03
☰ WMB - The Williams Companies, Inc. Sell 100.00% 16,140 0.03
☰ NLY - Annaly Capital Management, Inc. Sell 100.00% 20,044 0.01
Q2 2015
☰ VRSK - Verisk Analytics, Inc. Add 104.40% 1,015,025 2.01
☰ VL2 - Nustar Gp Holdings LLC Add 41.75% 8,180 0.01
☰ AMT - American Tower Corp. Add 31.60% 1,266,408 3.21
☰ ESGR - Enstar Group Limited Add 9.60% 49,932 0.21
☰ 3UB - Ubiquiti Networks Inc Add 6.20% 156,470 0.14
☰ BRK.B - Berkshire Hathaway CL B Add 5.74% 17,078 0.06
☰ BAC.WS.A - Bank Of America Corporation Add 2.49% 17,789 0.00
☰ ORLY - O'Reilly Automotive, Inc. Add 2.46% 298,560 0.12
☰ P4W - Primo Wtr Corp Add 2.45% 41,283 0.01
☰ ROP - Roper Technologies, Inc. Add 1.91% 23,954 0.11
☰ DLTR - Dollar Tree, Inc. Add 1.64% 57,442 0.12
☰ MA - Mastercard Inc. Add 1.58% 67,369 0.17
☰ MKL - Markel Group Inc. Add 1.50% 7,648 0.17
☰ MCO - Moody's Corp. Add 1.42% 49,795 0.15
☰ LYV - Live Nation Entertainment, Inc. Add 0.25% 15,841 0.01
☰ MNRO - Monro, Inc. Add 0.19% 2,927 0.00
☰ LKQ - LKQ Corp. Buy 700,000 0.57
☰ ALRM - Alarm Com Hldgs Inc Buy 400,000 0.17
☰ AIG.WS - American Intl Group Inc Buy 150,000 0.11
☰ CSX - CSX Corp. Reduce 5.14% 6,612 0.00
☰ LPLA - LPL Financial Holdings Inc. Reduce 10.01% 146,596 0.18
☰ WMB - The Williams Companies, Inc. Reduce 11.46% 2,090 0.00
☰ BRK.A - Berkshire Hathaway CL A Reduce 17.31% 9 0.06
☰ DISCK - Discovery Communicatns New Sell 100.00% 6,019,258 5.06
☰ MWE - Markwest Energy Partners L P Sell 100.00% 3,215 0.01
Q1 2015
☰ 3UB - Ubiquiti Networks Inc Add 36.41% 673,530 0.57
☰ VRSK - Verisk Analytics, Inc. Add 21.53% 172,200 0.35
☰ ROP - Roper Technologies, Inc. Add 9.18% 105,290 0.52
☰ DISCK - Discovery Communicatns New Add 4.73% 271,718 0.23
☰ BAC.WS.A - Bank Of America Corporation Add 2.16% 15,101 0.00
☰ P4W - Primo Wtr Corp Add 2.14% 35,330 0.01
☰ BRK.A - Berkshire Hathaway CL A Add 1.96% 1 0.01
☰ ESGR - Enstar Group Limited Add 1.68% 8,568 0.03
☰ MA - Mastercard Inc. Reduce 0.12% 5,244 0.01
☰ DLTR - Dollar Tree, Inc. Reduce 0.15% 5,134 0.01
☰ MCO - Moody's Corp. Reduce 0.17% 5,844 0.02
☰ MKL - Markel Group Inc. Reduce 0.20% 1,041 0.02
☰ AMT - American Tower Corp. Reduce 0.24% 9,475 0.03
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.78% 96,135 0.04
☰ LYV - Live Nation Entertainment, Inc. Reduce 1.66% 105,687 0.08
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.92% 5,835 0.03
☰ LPLA - LPL Financial Holdings Inc. Reduce 14.57% 249,815 0.33
☰ VL2 - Nustar Gp Holdings LLC Reduce 29.45% 8,180 0.01
☰ MWE - Markwest Energy Partners L P Reduce 53.84% 3,750 0.01
☰ HIG - The Hartford Insurance Group, Inc. Sell 100.00% 50,761 0.06
Q4 2014
☰ 3UB - Ubiquiti Networks Inc Add 105.56% 950,000 0.84
☰ KMX - CarMax, Inc. Add 42.26% 505,000 1.00
☰ MNRO - Monro, Inc. Add 19.44% 245,003 0.42
☰ ROP - Roper Technologies, Inc. Add 5.33% 57,990 0.27
☰ ESGR - Enstar Group Limited Add 3.21% 15,918 0.07
☰ MCO - Moody's Corp. Add 1.11% 38,635 0.11
☰ DLTR - Dollar Tree, Inc. Add 0.42% 14,540 0.03
☰ DISCK - Discovery Communicatns New Add 0.27% 15,200 0.02
☰ MKL - Markel Group Inc. Add 0.23% 1,160 0.02
☰ V - Visa Inc. Add 0.07% 1,520 0.00
☰ AMT - American Tower Corp. Reduce 0.01% 290 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.11% 13,650 0.00
☰ MA - Mastercard Inc. Reduce 0.15% 6,510 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.62% 5,005 0.02
☰ BRK.A - Berkshire Hathaway CL A Reduce 1.92% 1 0.01
☰ DHR - Danaher Corp. Reduce 21.05% 595,133 0.99
☰ NLY - Annaly Capital Management, Inc. Reduce 59.95% 7,500 0.01
☰ HIG - The Hartford Insurance Group, Inc. Reduce 83.42% 255,340 0.31
☰ AAPL - Apple Inc. Sell 100.00% 637,338 2.08
☰ TDG - TransDigm Group Inc. Sell 100.00% 10,000 0.06
Q3 2014
☰ MNRO - Monro, Inc. Add 152.00% 760,000 1.19
☰ DISCK - Discovery Communicatns New Add 99.86% 2,864,110 3.46
☰ KMX - CarMax, Inc. Add 99.17% 595,000 0.90
☰ ROP - Roper Technologies, Inc. Add 59.61% 406,500 1.93
☰ DHR - Danaher Corp. Add 26.67% 595,133 0.99
☰ MKL - Markel Group Inc. Add 3.16% 15,571 0.32
☰ P4W - Primo Wtr Corp Add 3.13% 50,000 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.06% 2,175 0.00
☰ AAPL - Apple Inc. Add 0.02% 400 0.00
☰ 3UB - Ubiquiti Networks Inc Buy 900,000 1.10
☰ MCO - Moody's Corp. Reduce 0.05% 1,585 0.00
☰ MA - Mastercard Inc. Reduce 0.13% 5,615 0.01
☰ AMT - American Tower Corp. Reduce 0.18% 7,225 0.02
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.45% 55,035 0.02
☰ ESGR - Enstar Group Limited Reduce 0.65% 3,236 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.78% 2,431 0.01
☰ HIG - The Hartford Insurance Group, Inc. Reduce 2.82% 8,881 0.01
☰ MWE - Markwest Energy Partners L P Reduce 99.01% 700,000 1.71
☰ LVNTA - Liberty Interactive Corp Sell 100.00% 180,000 0.46
Q2 2014
☰ ROP - Roper Technologies, Inc. Add 763.16% 602,900 3.01
☰ DHR - Danaher Corp. Add 400.00% 1,785,398 3.24
☰ KMX - CarMax, Inc. Add 200.00% 400,000 0.71
☰ LVNTA - Liberty Interactive Corp Add 100.00% 90,000 0.23
☰ DISCK - Discovery Communicatns New Add 60.76% 1,084,030 2.69
☰ MKL - Markel Group Inc. Add 29.47% 112,266 2.52
☰ DLTR - Dollar Tree, Inc. Add 16.74% 499,400 0.93
☰ MA - Mastercard Inc. Add 7.95% 315,265 0.79
☰ ANSS - Ansys Inc Add 5.80% 5,500 0.01
☰ ESGR - Enstar Group Limited Add 0.02% 94 0.00
☰ AAPL - Apple Inc. Add 0.01% 140 0.00
☰ AMT - American Tower Corp. Reduce 0.06% 2,525 0.01
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.07% 9,225 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.45% 1,408 0.01
☰ HIG - The Hartford Insurance Group, Inc. Reduce 0.91% 2,892 0.00
☰ WMB - The Williams Companies, Inc. Reduce 3.44% 650 0.00
☰ CSX - CSX Corp. Reduce 14.06% 21,054 0.01
☰ ROST - Ross Stores, Inc. Sell 100.00% 1,631,038 4.54
☰ DIG1 - Directv Sell 100.00% 500,000 1.48
☰ FDS - FactSet Research Systems Inc. Sell 100.00% 130,000 0.54
☰ XOM - ExxonMobil Holdings Corp. Sell 100.00% 4,446 0.02
Q1 2014
☰ DISCK - Discovery Communicatns New Add 346.05% 1,384,200 4.14
☰ KMX - CarMax, Inc. Add 100.00% 100,000 0.18
☰ LVNTA - Liberty Interactive Corp Add 100.00% 45,000 0.23
☰ ANSS - Ansys Inc Add 89.60% 44,800 0.13
☰ LYV - Live Nation Entertainment, Inc. Add 39.31% 1,791,700 1.52
☰ AMT - American Tower Corp. Add 21.07% 700,745 2.23
☰ VL2 - Nustar Gp Holdings LLC Add 17.79% 4,195 0.01
☰ V - Visa Inc. Add 13.53% 272,000 0.57
☰ DHR - Danaher Corp. Add 7.14% 29,757 0.06
☰ BRK.B - Berkshire Hathaway CL B Add 2.96% 8,978 0.04
☰ DLTR - Dollar Tree, Inc. Add 2.05% 59,835 0.12
☰ MWE - Markwest Energy Partners L P Add 0.29% 2,030 0.01
☰ MKL - Markel Group Inc. Add 0.08% 290 0.01
☰ ORLY - O'Reilly Automotive, Inc. Add 0.07% 8,685 0.00
☰ ESGR - Enstar Group Limited Add 0.03% 150 0.00
☰ MCO - Moody's Corp. Add 0.03% 1,180 0.00
☰ ROP - Roper Technologies, Inc. Buy 79,000 0.41
☰ XOM - ExxonMobil Holdings Corp. Buy 4,446 0.02
☰ MA - Mastercard Inc. Reduce 0.03% 1,100 0.00
☰ HIG - The Hartford Insurance Group, Inc. Reduce 0.38% 1,200 0.00
☰ NLY - Annaly Capital Management, Inc. Reduce 2.61% 335 0.00
☰ WMB - The Williams Companies, Inc. Reduce 3.72% 730 0.00
☰ ROST - Ross Stores, Inc. Reduce 9.99% 362,210 0.58
☰ BRK.A - Berkshire Hathaway CL A Reduce 11.86% 7 0.05
Q4 2013
☰ MWE - Markwest Energy Partners L P Add 131.18% 400,000 1.13
☰ LYV - Live Nation Entertainment, Inc. Add 40.26% 1,308,300 1.11
☰ DLTR - Dollar Tree, Inc. Add 20.61% 499,420 1.21
☰ ROST - Ross Stores, Inc. Add 18.19% 557,850 0.89
☰ AMT - American Tower Corp. Add 17.59% 497,640 1.70
☰ MKL - Markel Group Inc. Add 9.10% 31,754 0.79
☰ NLY - Annaly Capital Management, Inc. Add 4.69% 575 0.00
☰ LPLA - LPL Financial Holdings Inc. Add 0.88% 15,000 0.03
☰ AAPL - Apple Inc. Add 0.03% 700 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 0.01% 40 0.00
☰ DHR - Danaher Corp. Buy 416,593 0.93
☰ LVNTA - Liberty Interactive Corp Buy 45,000 0.24
☰ KMX - CarMax, Inc. Buy 100,000 0.20
☰ LAMR - Lamar Advertising Co. Buy 67,100 0.15
☰ AAIC - Arlington Asset Invt Corp Buy 10,000 0.01
☰ MCO - Moody's Corp. Reduce 0.02% 570 0.00
☰ MA - Mastercard Inc. Reduce 0.03% 1,200 0.00
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.03% 3,525 0.00
☰ HIG - The Hartford Insurance Group, Inc. Reduce 0.23% 729 0.00
☰ CSX - CSX Corp. Reduce 2.24% 3,432 0.00
☰ VL2 - Nustar Gp Holdings LLC Reduce 59.28% 34,327 0.04
☰ DIG1 - Directv Reduce 70.59% 1,200,000 3.51
☰ NS - Nustar Energy LP Sell 100.00% 1,018,427 2.00
Q3 2013
☰ MWE - Markwest Energy Partners L P Add 129.73% 172,200 0.61
☰ AMT - American Tower Corp. Add 48.09% 918,556 3.33
☰ NLY - Annaly Capital Management, Inc. Add 46.92% 3,919 0.01
☰ MKL - Markel Group Inc. Add 41.77% 102,819 2.60
☰ BRK.B - Berkshire Hathaway CL B Add 0.25% 750 0.00
☰ ORLY - O'Reilly Automotive, Inc. Add 0.21% 25,800 0.01
☰ ESGR - Enstar Group Limited Add 0.14% 685 0.00
☰ MA - Mastercard Inc. Add 0.12% 4,950 0.02
☰ MCO - Moody's Corp. Add 0.11% 3,755 0.01
☰ DLTR - Dollar Tree, Inc. Add 0.10% 2,345 0.01
☰ WMB - The Williams Companies, Inc. Buy 19,610 0.03
☰ AAPL - Apple Inc. Reduce 0.11% 2,800 0.00
☰ NS - Nustar Energy LP Reduce 3.01% 31,573 0.07
☰ ROST - Ross Stores, Inc. Reduce 6.00% 195,660 0.32
☰ VL2 - Nustar Gp Holdings LLC Reduce 13.00% 8,653 0.01
☰ DIG1 - Directv Reduce 47.85% 1,560,000 4.92
☰ HIG - The Hartford Insurance Group, Inc. Reduce 84.23% 1,708,467 2.70
☰ SHLDQ - Sears Hldgs Corp Sell 100.00% 300,000 0.65
☰ AMX - America Movil SAb De Cv Sell 100.00% 500,000 0.56
☰ BAC - Bank of America Corp. Sell 100.00% 800,000 0.53
☰ EPD - Enterprise Products Partners L.P. Sell 100.00% 10,232 0.03
Q2 2013
☰ DISCK - Discovery Communicatns New Add 50.94% 135,000 0.48
☰ MA - Mastercard Inc. Buy 3,960,880 11.64
☰ MCO - Moody's Corp. Buy 3,477,765 10.84
☰ DIG1 - Directv Buy 3,260,000 10.28
☰ AMT - American Tower Corp. Buy 1,910,180 7.15
☰ MKL - Markel Group Inc. Buy 246,144 6.63
☰ DLTR - Dollar Tree, Inc. Buy 2,421,423 6.30
☰ ROST - Ross Stores, Inc. Buy 3,262,096 5.41
☰ ORLY - O'Reilly Automotive, Inc. Buy 12,297,270 4.72
☰ V - Visa Inc. Buy 2,009,720 4.70
☰ AMTD - Td Ameritrade Hldg Corp Buy 526,483 3.92
☰ ESGR - Enstar Group Limited Buy 497,791 3.39
☰ LPLA - LPL Financial Holdings Inc. Buy 1,700,000 3.28
☰ HIG - The Hartford Insurance Group, Inc. Buy 2,028,270 3.21
☰ LYV - Live Nation Entertainment, Inc. Buy 3,250,000 2.58
☰ NS - Nustar Energy LP Buy 1,050,000 2.45
☰ VRSK - Verisk Analytics, Inc. Buy 800,000 2.44
☰ AAPL - Apple Inc. Buy 2,550,912 1.85
☰ BRK.B - Berkshire Hathaway CL B Buy 302,251 1.73
☰ MNRO - Monro, Inc. Buy 500,000 1.23
☰ FDS - FactSet Research Systems Inc. Buy 130,000 0.68
☰ SHLDQ - Sears Hldgs Corp Buy 300,000 0.65
☰ DHIL - Diamond Hill Investment Grou Buy 145,500 0.64
☰ AMX - America Movil SAb De Cv Buy 500,000 0.56
☰ BAC - Bank of America Corp. Buy 800,000 0.53
☰ BRK.A - Berkshire Hathaway CL A Buy 59 0.51
☰ MWE - Markwest Energy Partners L P Buy 132,735 0.45
☰ BAC.WS.A - Bank Of America Corporation Buy 700,000 0.20
☰ ANSS - Ansys Inc Buy 50,000 0.19
☰ P4W - Primo Wtr Corp Buy 1,600,000 0.15
☰ VL2 - Nustar Gp Holdings LLC Buy 66,560 0.09
☰ TDG - TransDigm Group Inc. Buy 10,000 0.08
☰ CSX - CSX Corp. Buy 153,183 0.06
☰ EPD - Enterprise Products Partners L.P. Buy 20,464 0.03
☰ NLY - Annaly Capital Management, Inc. Buy 8,352 0.02
Q1 2013
☰ DISCK - Discovery Communications Buy 265,000 100.00
☰ MA - Mastercard Inc. Sell 100.00% 341,778 13.84
☰ AMT - American Tower Corp. Sell 100.00% 1,698,769 10.82
☰ MCO - Moody's Corp. Sell 100.00% 2,217,054 9.20
☰ ROST - Ross Stores, Inc. Sell 100.00% 1,937,709 8.64
☰ MKL - Markel Group Inc. Sell 100.00% 234,094 8.36
☰ DLTR - Dollar Tree, Inc. Sell 100.00% 2,265,058 7.57
☰ ORLY - O'Reilly Automotive, Inc. Sell 100.00% 824,863 6.08
☰ ESGR - Enstar/esgr Sell 100.00% 505,325 4.66
☰ V - Visa Inc. Sell 100.00% 372,430 4.65
☰ AMTD - TD Ameritrade/amtd Sell 100.00% 3,163,900 4.38
☰ VRSK - Verisk Analytics, Inc. Sell 100.00% 800,000 3.36
☰ NLY - Annaly Capital Management, Inc. Sell 100.00% 2,534,525 2.93
☰ HIG - The Hartford Insurance Group, Inc. Sell 100.00% 1,366,200 2.53
☰ BRK.B - Berkshire Hathaway CL B Sell 100.00% 308,236 2.28
☰ LAMR - Lamar Advertising Co. Sell 100.00% 621,348 1.98
☰ AAPL - Apple Inc. Sell 100.00% 35,106 1.54
☰ MNRO - Monro, Inc. Sell 100.00% 500,000 1.44
☰ SHLDQ - Sears Hldg/shld Sell 100.00% 300,000 1.02
☰ FDS - FactSet Research Systems Inc. Sell 100.00% 130,000 0.94
☰ DHIL - Diamond Hill/dhil Sell 100.00% 145,500 0.81
☰ BAC - Bank of America Corp. Sell 100.00% 800,000 0.77
☰ BRK.A - Berkshire Hathaway CL A Sell 100.00% 59 0.65
☰ JEF - Jefferies Financial Group Inc. Sell 100.00% 246,914 0.38
☰ BAC.WS.A - Bank Of America Sell 100.00% 700,000 0.31
☰ RVR - White River Cap/rvr Sell 100.00% 93,273 0.16
☰ P4W - Primo Water Corp/prmw Sell 100.00% 1,600,000 0.16
☰ VL2 - NuStar GP Holdings/nsh Sell 100.00% 60,970 0.14
☰ ART - Artio Global/art Sell 100.00% 800,000 0.13
☰ TDG - TransDigm Group Inc. Sell 100.00% 10,000 0.11
☰ CSX - CSX Corp. Sell 100.00% 51,061 0.08
☰ EPD - Enterprise Products Partners L.P. Sell 100.00% 10,232 0.04
Q4 2012
☰ VL2 - NuStar GP Holdings/nsh Add 455.79% 50,000 0.11
☰ NLY - Annaly Capital Management, Inc. Add 65.02% 249,650 1.16
☰ DLTR - Dollar Tree, Inc. Add 49.87% 753,692 2.52
☰ ART - Artio Global/art Add 28.00% 175,000 0.03
☰ MNRO - Monro, Inc. Add 25.00% 100,000 0.29
☰ MCO - Moody's Corp. Add 22.64% 409,319 1.70
☰ VRSK - Verisk Analytics, Inc. Add 18.26% 123,500 0.52
☰ MKL - Markel Group Inc. Add 17.13% 34,236 1.22
☰ P4W - Primo Water Corp/prmw Add 6.67% 100,000 0.01
☰ JEF - Jefferies Financial Group Inc. Buy 283,282 0.38
☰ TDG - TransDigm Group Inc. Buy 10,000 0.11
☰ MA - Mastercard Inc. Reduce 0.43% 14,920 0.06
☰ ORLY - O'Reilly Automotive, Inc. Reduce 0.45% 55,440 0.03
☰ ROST - Ross Stores, Inc. Reduce 0.55% 21,626 0.06
☰ ESGR - Enstar/esgr Reduce 1.58% 8,109 0.07
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.69% 5,284 0.04
☰ AMT - American Tower Corp. Reduce 2.65% 46,305 0.29
☰ KMX - CarMax, Inc. Sell 100.00% 503,474 1.27
☰ TJX - The TJX Companies, Inc. Sell 100.00% 41,520 0.17
☰ TROW - T. Rowe Price Group, Inc. Sell 100.00% 3,405 0.02
Q3 2012
☰ AAPL - Apple Inc. Add 756.24% 868,168 1.84
☰ NLY - Annaly Capital Management, Inc. Add 638.04% 331,954 1.99
☰ P4W - Primo Water Corp/prmw Add 214.80% 1,023,500 0.10
☰ AMTD - TD Ameritrade/amtd Add 134.36% 302,317 2.48
☰ HIG - The Hartford Insurance Group, Inc. Add 124.74% 758,300 1.31
☰ MA - Mastercard Inc. Add 79.13% 1,516,340 6.09
☰ DHIL - Diamond Hill/dhil Add 76.15% 62,900 0.43
☰ ORLY - O'Reilly Automotive, Inc. Add 50.55% 4,172,970 2.07
☰ MKL - Markel Group Inc. Add 47.73% 64,573 2.64
☰ BRK.B - Berkshire Hathaway CL B Add 43.27% 94,685 0.74
☰ ROST - Ross Stores, Inc. Add 29.84% 895,720 2.58
☰ CSX - CSX Corp. Add 12.60% 17,142 0.01
☰ ESGR - Enstar/esgr Add 4.43% 21,774 0.19
☰ DLTR - Dollar Tree, Inc. Add 3.02% 44,366 0.19
☰ AMT - American Tower Corp. Buy 1,745,074 11.09
☰ MCO - Moody's Corp. Buy 1,807,735 7.11
☰ V - Visa Inc. Buy 1,489,720 4.45
☰ VRSK - Verisk Analytics, Inc. Buy 676,500 2.87
☰ SHLDQ - Sears Hldg/shld Buy 300,000 1.48
☰ MNRO - Monro, Inc. Buy 400,000 1.25
☰ BAC.WS.A - Bank of America Buy 700,000 0.22
☰ ART - Artio Global/art Buy 625,000 0.17
☰ BRK.A - Berkshire Hathaway CL A Reduce 3.28% 2 0.04
☰ VL2 - NuStar GP Holdings/nsh Reduce 20.33% 2,800 0.02
☰ EPD - Enterprise Products Partners L.P. Reduce 22.53% 5,950 0.03
☰ KMX - CarMax, Inc. Reduce 37.57% 302,996 1.73
☰ LAMR - Lamar Advertising Co. Reduce 51.53% 660,539 3.41
☰ TROW - T. Rowe Price Group, Inc. Reduce 89.62% 29,395 0.31
☰ TJX - The TJX Companies, Inc. Reduce 92.19% 980,000 2.97
☰ PENN - PENN Entertainment, Inc. Sell 100.00% 279,465 2.00
☰ BDX - Becton, Dickinson and Co. Sell 100.00% 50,000 0.70
☰ XOM - ExxonMobil Holdings Corp. Sell 100.00% 2,528 0.04
Q4 2011
☰ P4W - Primo Wtr Corp Add 535.33% 401,500 0.23
☰ AMTD - Td Ameritrade Hldg Corp Add 170.00% 141,667 2.50
☰ HIG - The Hartford Insurance Group, Inc. Add 102.63% 307,900 0.94
☰ BRK.B - Berkshire Hathaway CL B Add 96.62% 107,535 1.54
☰ ROST - Ross Stores, Inc. Add 16.97% 435,404 1.94
☰ TJX - The TJX Companies, Inc. Add 5.74% 57,720 0.17
☰ ESGR - Enstar Group Limited Add 4.83% 22,642 0.42
☰ DHIL - Diamond Hill Investment Grou Add 3.25% 2,600 0.04
☰ MKL - Markel Group Inc. Add 2.90% 3,807 0.30
☰ MA - Mastercard Inc. Add 2.46% 46,060 0.32
☰ DLTR - Dollar Tree, Inc. Add 2.15% 30,836 0.24
☰ ORLY - O'Reilly Automotive, Inc. Add 1.82% 147,540 0.15
☰ VL2 - Nustar Gp Holdings LLC Add 1.10% 150 0.00
☰ KMX - CarMax, Inc. Add 0.06% 489 0.00
☰ BAC - Bank of America Corp. Buy 800,000 0.84
☰ XOM - ExxonMobil Holdings Corp. Buy 2,528 0.04
☰ NLY - Annaly Capital Management, Inc. Reduce 0.53% 279 0.00
☰ PENN - PENN Entertainment, Inc. Reduce 2.02% 25,463 0.05
☰ BRK.A - Berkshire Hathaway CL A Reduce 10.29% 7 0.18
☰ LAMR - Lamar Advertising Co. Reduce 10.91% 156,911 0.63
☰ CSX - CSX Corp. Reduce 14.93% 23,871 0.03
☰ FDS - FactSet Research Systems Inc. Reduce 15.45% 23,750 0.50
☰ TROW - T. Rowe Price Group, Inc. Reduce 68.80% 72,330 0.81
☰ MBRG - Middleburg Financial Corp Sell 100.00% 128,530 0.45
Q3 2011
☰ DHIL - Diamond Hill Investment Grou Add 164.81% 49,790 0.81
☰ AMTD - Td Ameritrade Hldg Corp Add 25.00% 16,666 0.35
☰ BRK.B - Berkshire Hathaway CL B Add 20.65% 19,050 0.32
☰ MKL - Markel Group Inc. Add 17.76% 19,829 1.67
☰ TROW - T. Rowe Price Group, Inc. Add 4.16% 4,200 0.05
☰ ROST - Ross Stores, Inc. Add 1.55% 39,260 0.18
☰ KMX - CarMax, Inc. Add 0.84% 6,750 0.04
☰ MA - Mastercard Inc. Add 0.82% 15,150 0.11
☰ DLTR - Dollar Tree, Inc. Add 0.19% 2,726 0.02
☰ ESGR - Enstar Group Limited Add 0.05% 215 0.00
☰ HIG - The Hartford Insurance Group, Inc. Buy 300,000 1.14
☰ AAPL - Apple Inc. Buy 114,800 0.37
☰ PENN - PENN Entertainment, Inc. Reduce 0.63% 8,041 0.02
☰ LAMR - Lamar Advertising Co. Reduce 9.49% 150,857 0.89
☰ ORLY - O'Reilly Automotive, Inc. Reduce 11.42% 1,045,650 0.99
☰ AO5 - Aeropostale Sell 100.00% 425,000 1.61
☰ WMS - Advanced Drainage Systems, Inc. Sell 100.00% 200,000 1.33
☰ AGO - Assured Guaranty Ltd. Sell 100.00% 200,000 0.71
☰ XOM - ExxonMobil Holdings Corp. Sell 100.00% 2,528 0.04
Q2 2011
☰ AO5 - Aeropostale Add 325.00% 325,000 1.23
☰ KMX - CarMax, Inc. Add 61.84% 305,383 2.19
☰ LAMR - Lamar Advertising Co. Add 26.42% 332,232 1.97
☰ ORLY - O'Reilly Automotive, Inc. Add 21.00% 1,588,350 1.50
☰ MA - Mastercard Inc. Add 16.51% 262,950 1.72
☰ TROW - T. Rowe Price Group, Inc. Add 14.22% 12,566 0.16
☰ BRK.B - Berkshire Hathaway CL B Add 3.35% 2,990 0.05
☰ TJX - The TJX Companies, Inc. Add 2.26% 22,200 0.06
☰ ESGR - Enstar Group Limited Add 2.17% 9,935 0.22
☰ DLTR - Dollar Tree, Inc. Add 0.80% 11,430 0.08
☰ NLY - Annaly Capital Management, Inc. Add 0.48% 250 0.00
☰ AGO - Assured Guaranty Ltd. Buy 200,000 0.71
☰ DHIL - Diamond Hill Investment Grou Buy 30,210 0.53
☰ P4W - Primo Wtr Corp Buy 75,000 0.23
☰ FDS - FactSet Research Systems Inc. Reduce 0.06% 95 0.00
☰ ROST - Ross Stores, Inc. Reduce 0.11% 2,880 0.01
☰ MBRG - Middleburg Financial Corp Reduce 0.40% 510 0.00
☰ MKL - Markel Group Inc. Reduce 0.42% 467 0.05
☰ PENN - PENN Entertainment, Inc. Reduce 0.54% 6,882 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.86% 2 0.06
☰ OXPS - Optionsxpress Hldgs Inc Sell 100.00% 630,853 2.77
☰ KMB - Kimberly-Clark Corp. Sell 100.00% 30,000 0.47
☰ OR1 - Tradestation Group Inc Sell 100.00% 179,574 0.30
Q1 2011
☰ NLY - Annaly Capital Management, Inc. Add 842.19% 46,531 0.78
☰ OXPS - Optionsxpress Hldgs Inc Add 57.71% 230,853 1.01
☰ DLTR - Dollar Tree, Inc. Add 15.90% 195,124 1.30
☰ MA - Mastercard Inc. Add 13.83% 193,400 1.17
☰ ROST - Ross Stores, Inc. Add 12.21% 275,192 1.18
☰ BRK.B - Berkshire Hathaway CL B Add 5.95% 5,010 0.10
☰ VL2 - Nustar Gp Holdings LLC Add 2.10% 280 0.00
☰ TJX - The TJX Companies, Inc. Add 2.03% 19,520 0.06
☰ LAMR - Lamar Advertising Co. Add 1.46% 18,118 0.16
☰ KMX - CarMax, Inc. Add 0.55% 2,708 0.02
☰ TROW - T. Rowe Price Group, Inc. Add 0.30% 264 0.00
☰ ORLY - O'Reilly Automotive, Inc. Buy 7,565,175 6.97
☰ AO5 - Aeropostale Buy 100,000 0.58
☰ EPD - Enterprise Products Partners L.P. Buy 26,414 0.14
☰ XOM - ExxonMobil Holdings Corp. Buy 2,528 0.05
☰ PENN - PENN Entertainment, Inc. Reduce 0.76% 9,784 0.02
☰ ESGR - Enstar Group Limited Reduce 0.97% 4,502 0.11
☰ MKL - Markel Group Inc. Reduce 2.96% 3,423 0.36
☰ MBRG - Middleburg Financial Corp Reduce 3.90% 5,240 0.02
☰ FDS - FactSet Research Systems Inc. Reduce 6.19% 10,155 0.27
☰ BRK.A - Berkshire Hathaway CL A Reduce 12.50% 10 0.34
☰ OR1 - Tradestation Group Inc Reduce 33.49% 90,426 0.17
☰ MSCI - MSCI Inc. Sell 100.00% 150,000 1.64
☰ NDN - 99 Cents Only Stores Sell 100.00% 224,741 1.01
☰ FXCB - Fox Chase Bancorp Inc New Sell 100.00% 100,000 0.33
☰ P4W - Primo Wtr Corp Sell 100.00% 75,000 0.30
Q4 2010
☰ MA - Mastercard Inc. Add 133.13% 798,800 5.03
☰ ESGR - Enstar Group Limited Add 17.13% 67,750 1.61
☰ ROST - Ross Stores, Inc. Add 15.24% 298,128 1.33
☰ BRK.A - Berkshire Hathaway CL A Add 3.90% 3 0.10
☰ TJX - The TJX Companies, Inc. Add 3.17% 29,600 0.09
☰ DLTR - Dollar Tree, Inc. Add 0.43% 5,300 0.04
☰ PENN - PENN Entertainment, Inc. Add 0.41% 5,308 0.01
☰ MKL - Markel Group Inc. Add 0.38% 443 0.05
☰ BRK.B - Berkshire Hathaway CL B Add 0.30% 250 0.01
☰ KMX - CarMax, Inc. Add 0.11% 520 0.00
☰ LAMR - Lamar Advertising Co. Add 0.08% 985 0.01
☰ KMB - Kimberly-Clark Corp. Buy 31,290 0.53
☰ P4W - Primo Wtr Corp Buy 75,000 0.30
☰ OR1 - Tradestation Group Inc Reduce 33.33% 135,000 0.30
☰ WRB - W. R. Berkley Corp. Sell 100.00% 100,000 0.92
☰ CRI - Carter's, Inc. Sell 100.00% 100,000 0.89
☰ GLRE - Greenlight Capital Re Ltd Sell 100.00% 50,000 0.42
☰ 9893105Q - Enterprise Gp Hldgs L P Sell 100.00% 8,805 0.18
☰ RP - Realpage Inc Sell 100.00% 25,000 0.16
☰ XOM - ExxonMobil Holdings Corp. Sell 100.00% 4,453 0.09
☰ FSP - Franklin Street Pptys Corp Sell 100.00% 20,000 0.08
Q3 2010
☰ MA - Mastercard Inc. Add 100.00% 300,000 2.28
☰ GLRE - Greenlight Capital Re Ltd Add 85.80% 23,090 0.20
☰ OR1 - Tradestation Group Inc Add 35.00% 105,000 0.23
☰ ROST - Ross Stores, Inc. Add 13.92% 239,080 1.11
☰ LAMR - Lamar Advertising Co. Add 8.78% 100,000 1.08
☰ KMX - CarMax, Inc. Add 7.32% 33,480 0.32
☰ TROW - T. Rowe Price Group, Inc. Add 6.40% 5,300 0.09
☰ CRI - Carter's, Inc. Buy 100,000 0.89
☰ FXCB - Fox Chase Bancorp Inc New Buy 100,000 0.32
☰ RP - Realpage Inc Buy 25,000 0.16
☰ DLTR - Dollar Tree, Inc. Reduce 0.05% 610 0.00
☰ MKL - Markel Group Inc. Reduce 0.10% 110 0.01
☰ ESGR - Enstar Group Limited Reduce 0.21% 850 0.02
☰ BRK.B - Berkshire Hathaway CL B Reduce 1.23% 1,050 0.03
☰ NDN - 99 Cents Only Stores Reduce 4.51% 10,611 0.06
☰ PENN - PENN Entertainment, Inc. Reduce 21.95% 360,196 0.72
☰ TRH - Transatlantic Hldgs Inc Sell 100.00% 150,000 2.76
☰ V - Visa Inc. Sell 100.00% 50,000 1.36
☰ HIG - The Hartford Insurance Group, Inc. Sell 100.00% 50,000 0.43
☰ FFCH - First Finl Hldgs Inc Sell 100.00% 20,000 0.09
Q2 2010
☰ MA - Mastercard Inc. Add 233.33% 210,000 1.61
☰ DLTR - Dollar Tree, Inc. Add 171.60% 772,194 6.18
☰ OR1 - Tradestation Group Inc Add 162.70% 185,800 0.48
☰ V - Visa Inc. Add 108.33% 104,000 0.71
☰ ROST - Ross Stores, Inc. Add 94.80% 835,644 4.28
☰ AMTD - Td Ameritrade Hldg Corp Add 33.33% 16,667 0.59
☰ LAMR - Lamar Advertising Co. Add 28.56% 252,882 2.38
☰ ESGR - Enstar Group Limited Add 20.45% 67,320 1.72
☰ MKL - Markel Group Inc. Add 7.31% 7,845 1.02
☰ BRK.B - Berkshire Hathaway CL B Buy 85,050 2.60
☰ BDX - Becton, Dickinson and Co. Buy 65,190 1.30
☰ WRB - W. R. Berkley Corp. Buy 337,500 1.02
☰ GLRE - Greenlight Capital Re Ltd Buy 26,910 0.26
☰ FFCH - First Finl Hldgs Inc Buy 20,000 0.09
☰ MBRG - Middleburg Financial Corp Reduce 1.32% 1,800 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 2.53% 2 0.09
☰ KMX - CarMax, Inc. Reduce 12.65% 66,181 0.62
☰ NDN - 99 Cents Only Stores Reduce 13.18% 35,723 0.22
☰ FDS - FactSet Research Systems Inc. Reduce 27.20% 61,275 1.68
☰ TRH - Transatlantic Hldgs Inc Reduce 28.55% 59,950 1.18
☰ TROW - T. Rowe Price Group, Inc. Reduce 47.89% 76,094 1.56
☰ PENN - PENN Entertainment, Inc. Reduce 51.09% 1,714,461 4.02
☰ HIG - The Hartford Insurance Group, Inc. Reduce 93.87% 765,715 7.72
Q1 2010
☰ WMS - Advanced Drainage Systems, Inc. Add 98.02% 99,000 1.55
☰ OXPS - Optionsxpress Hldgs Inc Add 60.00% 150,000 0.91
☰ FDS - FactSet Research Systems Inc. Add 28.73% 50,275 1.38
☰ NLY - Annaly Capital Management, Inc. Add 24.16% 1,075 0.03
☰ RVR - White River Capital Inc Add 1.75% 1,600 0.01
☰ HIG - The Hartford Insurance Group, Inc. Buy 815,715 8.22
☰ ROST - Ross Stores, Inc. Buy 881,496 4.40
☰ TRH - Transatlantic Hldgs Inc Buy 209,950 4.14
☰ TJX - The TJX Companies, Inc. Buy 934,000 3.71
☰ DLTR - Dollar Tree, Inc. Buy 450,000 3.32
☰ MA - Mastercard Inc. Buy 90,000 0.85
☰ V - Visa Inc. Buy 96,000 0.82
☰ OR1 - Tradestation Group Inc Buy 114,200 0.30
☰ VL2 - Nustar Gp Holdings LLC Buy 13,340 0.15
☰ 9893105Q - Enterprise Gp Hldgs L P Buy 8,805 0.14
☰ MBRG - Middleburg Financial Corp Reduce 9.28% 13,920 0.07
☰ ESGR - Enstar Group Limited Reduce 9.93% 36,308 1.17
☰ LAMR - Lamar Advertising Co. Reduce 11.30% 112,771 1.55
☰ PENN - PENN Entertainment, Inc. Reduce 13.54% 525,364 1.43
☰ MKL - Markel Group Inc. Reduce 15.64% 19,897 2.99
☰ BRK.A - Berkshire Hathaway CL A Reduce 15.96% 15 0.59
☰ KMX - CarMax, Inc. Reduce 23.46% 160,359 1.72
☰ TROW - T. Rowe Price Group, Inc. Reduce 25.68% 54,906 1.29
☰ NDN - 99 Cents Only Stores Reduce 67.19% 555,000 3.20
☰ BYI - Bally Technologies Inc Sell 100.00% 318,285 5.80
☰ BRYG - Berkshire Hathaway Inc Del Sell 100.00% 2,084 3.02
Q4 2009
☰ MKL - Markel Group Inc. Add 19.66% 20,909 3.14
☰ LAMR - Lamar Advertising Co. Add 17.23% 146,700 2.01
☰ BYI - Bally Technologies Inc Add 7.86% 23,185 0.42
☰ FDS - FactSet Research Systems Inc. Buy 175,000 5.09
☰ AMTD - Td Ameritrade Hldg Corp Buy 50,000 2.57
☰ MSCI - MSCI Inc. Buy 150,000 2.11
☰ WMS - Advanced Drainage Systems, Inc. Buy 101,000 1.78
☰ OXPS - Optionsxpress Hldgs Inc Buy 250,000 1.70
☰ RVR - White River Capital Inc Buy 91,673 0.45
☰ BRYG - Berkshire Hathaway Inc Del Reduce 1.19% 25 0.04
☰ NDN - 99 Cents Only Stores Reduce 11.21% 104,269 0.67
☰ KMX - CarMax, Inc. Reduce 21.60% 188,307 1.87
☰ PENN - PENN Entertainment, Inc. Reduce 22.52% 1,127,847 3.35
☰ TROW - T. Rowe Price Group, Inc. Reduce 48.08% 197,980 4.30
☰ BRK.A - Berkshire Hathaway CL A Reduce 99.01% 9,400 4.47
☰ ACF - Americredit Corp Sell 100.00% 97,444 0.73
☰ IRM* - Iron Mtn Inc Sell 100.00% 34,860 0.44
Q3 2009
☰ ESGR - Enstar Group Limited Buy 365,458 17.69
☰ MKL - Markel Group Inc. Buy 106,349 16.67
☰ PENN - PENN Entertainment, Inc. Buy 5,008,804 14.88
☰ LAMR - Lamar Advertising Co. Buy 851,509 11.10
☰ TROW - T. Rowe Price Group, Inc. Buy 411,780 8.94
☰ KMX - CarMax, Inc. Buy 871,987 8.66
☰ NDN - 99 Cents Only Stores Buy 930,344 5.95
☰ BYI - Bally Technologies Inc Buy 295,100 5.38
☰ BRK.A - Berkshire Hathaway CL A Buy 9,494 4.51
☰ BRYG - Berkshire Hathaway Buy 2,109 3.33
☰ MBRG - Middleburg Financial Corp Buy 150,000 0.93
☰ ACF - Americredit Corp Buy 97,444 0.73
☰ IRM* - Iron Mtn Inc Buy 34,860 0.44
☰ CSX - CSX Corp. Buy 159,912 0.35
☰ NLY - Annaly Capital Management, Inc. Buy 4,450 0.15
☰ XOM - ExxonMobil Holdings Corp. Buy 4,453 0.15
☰ FSP - Franklin Street Pptys Corp Buy 20,000 0.12
Q1 2009
☰ PENN - PENN Entertainment, Inc. Sell 100.00% 6,144,634 20.39
☰ MKL - Markel Group Inc. Sell 100.00% 387,887 18.00
☰ NDN - 99 Cents Only Stores Sell 100.00% 7,163,251 12.15
☰ BYI - Bally Technologies Inc Sell 100.00% 2,097,024 7.82
☰ LAMR - Lamar Advertising Co. Sell 100.00% 2,754,952 5.37
☰ ESGR - Enstar Group Limited Sell 100.00% 581,535 5.34
☰ KMX - CarMax, Inc. Sell 100.00% 4,245,235 5.19
☰ POOL - Pool Corp. Sell 100.00% 1,725,000 4.81
☰ ACF - Americredit Corp Sell 100.00% 2,729,598 3.24
☰ SSD - Simpson Manufacturing Co., Inc. Sell 100.00% 732,629 3.16
☰ MCRI - Monarch Casino & Resort, Inc. Sell 100.00% 1,285,963 2.32
☰ AMWD-OLD - American Woodmark Corp. Sell 100.00% 799,500 2.26
☰ HOY - Pinnacle Entmt Inc Sell 100.00% 1,853,707 2.21
☰ DX5 - Dynamex Inc Sell 100.00% 736,824 1.69
☰ BRK.A - Berkshire Hathaway CL A Sell 100.00% 108 1.62
☰ BRYG - Berkshire Hathaway Inc Del Sell 100.00% 2,098 1.05
☰ IRM* - Iron Mtn Inc Sell 100.00% 413,025 0.86
☰ ECPG - Encore Capital Group, Inc. Sell 100.00% 671,513 0.75
☰ WFC - Wells Fargo & Co. Sell 100.00% 108,007 0.49
☰ AES - The AES Corp. Sell 100.00% 372,164 0.48
☰ ISLE - Isle Of Capri Casinos Inc Sell 100.00% 555,943 0.28
☰ RVR - White River Capital Inc Sell 100.00% 173,137 0.17
☰ HF - Hff Inc Sell 100.00% 401,842 0.15
☰ CSX - CSX Corp. Sell 100.00% 17,768 0.09
☰ XOM - ExxonMobil Holdings Corp. Sell 100.00% 4,453 0.06
☰ FSP - Franklin Street Pptys Corp Sell 100.00% 20,000 0.05
☰ NLY - Annaly Capital Management, Inc. Sell 100.00% 12,700 0.03
Q4 2008
☰ DX5 - Dynamex Inc Add 23.09% 138,214 0.32
☰ LAMR - Lamar Advertising Co. Add 10.95% 271,865 0.53
☰ NLY - Annaly Capital Management, Inc. Buy 3,175 0.03
☰ CSX - CSX Corp. Reduce 0.01% 9 0.00
☰ XOM - ExxonMobil Holdings Corp. Reduce 1.98% 90 0.00
☰ MKL - Markel Group Inc. Reduce 3.73% 15,046 0.58
☰ SSD - Simpson Manufacturing Co., Inc. Reduce 4.40% 33,700 0.10
☰ ESGR - Enstar Group Limited Reduce 4.56% 27,777 0.30
☰ BRK.A - Berkshire Hathaway CL A Reduce 5.26% 6 0.08
☰ AES - The AES Corp. Reduce 5.83% 23,020 0.03
☰ BYI - Bally Technologies Inc Reduce 8.94% 205,865 0.68
☰ NDN - 99 Cents Only Stores Reduce 8.96% 705,319 0.85
☰ KMX - CarMax, Inc. Reduce 9.46% 443,406 0.68
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 10.10% 144,419 0.18
☰ HOY - Pinnacle Entmt Inc Reduce 11.03% 229,788 0.19
☰ PENN - PENN Entertainment, Inc. Reduce 11.69% 3,597,982 2.36
☰ ACF - Americredit Corp Reduce 15.42% 497,503 0.55
☰ BRYG - Berkshire Hathaway Inc Del Reduce 19.18% 498 0.24
☰ WFC - Wells Fargo & Co. Reduce 23.20% 32,619 0.13
☰ MER - Merril Lynch & Co Inc Sell 100.00% 226,481 0.63
Q3 2008
☰ HOY - Pinnacle Entmt Inc Add 14.32% 260,961 0.22
☰ IRM* - Iron Mtn Inc Add 13.13% 47,940 0.13
☰ BRYG - Berkshire Hathaway Inc Del Add 5.83% 143 0.07
☰ MER - Merril Lynch & Co Inc Buy 226,481 0.63
☰ WFC - Wells Fargo & Co. Reduce 0.32% 446 0.00
☰ ESGR - Enstar Group Limited Reduce 0.33% 2,026 0.02
☰ KMX - CarMax, Inc. Reduce 1.29% 61,140 0.08
☰ PENN - PENN Entertainment, Inc. Reduce 2.06% 646,382 0.44
☰ BYI - Bally Technologies Inc Reduce 2.37% 55,848 0.18
☰ MKL - Markel Group Inc. Reduce 2.85% 11,818 0.40
☰ AMWD-OLD - American Woodmark Corp. Reduce 3.50% 29,000 0.06
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 3.55% 52,698 0.06
☰ SSD - Simpson Manufacturing Co., Inc. Reduce 3.59% 28,500 0.06
☰ ECPG - Encore Capital Group, Inc. Reduce 4.07% 28,487 0.02
☰ ACF - Americredit Corp Reduce 4.25% 143,126 0.11
☰ LAMR - Lamar Advertising Co. Reduce 4.58% 119,050 0.40
☰ CSX - CSX Corp. Reduce 5.65% 9,576 0.01
☰ RVR - White River Capital Inc Reduce 9.27% 17,700 0.03
☰ BRK.A - Berkshire Hathaway CL A Reduce 9.52% 12 0.12
☰ AES - The AES Corp. Reduce 9.65% 42,206 0.08
☰ ISLE - Isle Of Capri Casinos Inc Reduce 11.13% 69,612 0.03
☰ NDN - 99 Cents Only Stores Reduce 16.64% 1,570,970 0.97
☰ FSP - Franklin Street Pptys Corp Reduce 39.66% 13,146 0.02
☰ XOM - ExxonMobil Holdings Corp. Reduce 42.22% 3,320 0.03
☰ HF - Hff Inc Reduce 54.42% 479,858 0.25
☰ CAO - Csk Auto Corp Sell 100.00% 4,629,862 4.52
☰ MWE - Markwest Energy Partners L P Sell 100.00% 758,033 2.52
☰ PVAHQ - Penn Va Corp Sell 100.00% 211,800 1.49
☰ TOL - Toll Brothers, Inc. Sell 100.00% 600,000 1.05
☰ KT2 - Knight Transn Inc Sell 100.00% 432,900 0.74
☰ HTH - Hilltop Holdings Inc Sell 100.00% 604,425 0.58
☰ DVD - Dover Motorsports Inc Sell 100.00% 340,946 0.16
☰ FMCC - Federal Home Ln Mtg Corp Sell 100.00% 105,675 0.16
☰ IGT - International Game Technolog Sell 100.00% 31,979 0.07
☰ GS - The Goldman Sachs Group, Inc. Sell 100.00% 4,255 0.07
☰ ISCA - International Speedyway Corp Sell 100.00% 7,625 0.03
Q2 2008
☰ ESGR - Enstar Group Limited Add 94.18% 296,515 2.42
☰ BRYG - Berkshire Hathaway Inc Del Add 11.00% 243 0.09
☰ LAMR - Lamar Advertising Co. Add 6.31% 154,559 0.52
☰ IRM* - Iron Mtn Inc Add 6.03% 20,763 0.05
☰ KMX - CarMax, Inc. Add 1.87% 87,334 0.12
☰ MKL - Markel Group Inc. Add 0.01% 21 0.00
☰ FSP - Franklin Street Pptys Corp Buy 33,146 0.04
☰ AMWD-OLD - American Woodmark Corp. Reduce 0.12% 1,000 0.00
☰ NDN - 99 Cents Only Stores Reduce 0.15% 13,924 0.01
☰ HOY - Pinnacle Entmt Inc Reduce 0.40% 7,264 0.01
☰ ISLE - Isle Of Capri Casinos Inc Reduce 0.44% 2,792 0.00
☰ PENN - PENN Entertainment, Inc. Reduce 0.75% 238,072 0.18
☰ BRK.A - Berkshire Hathaway CL A Reduce 0.79% 1 0.01
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 0.83% 12,348 0.02
☰ BYI - Bally Technologies Inc Reduce 1.16% 27,593 0.07
☰ ACF - Americredit Corp Reduce 1.65% 56,687 0.04
☰ WFC - Wells Fargo & Co. Reduce 6.90% 10,456 0.02
☰ DVD - Dover Motorsports Inc Reduce 13.97% 55,354 0.03
☰ FMCC - Federal Home Ln Mtg Corp Reduce 16.24% 20,483 0.04
☰ IGT - International Game Technolog Reduce 43.04% 24,165 0.08
☰ ISCA - International Speedyway Corp Reduce 58.60% 10,795 0.03
☰ KT2 - Knight Transn Inc Reduce 59.16% 627,100 0.80
☰ AES - The AES Corp. Reduce 69.91% 1,016,030 1.32
☰ HRH - Hilb Rogal & Hobbs Co Sell 100.00% 553,239 1.36
☰ LEHMQ - Lehman Bros Hldgs Inc Sell 100.00% 100,000 0.29
Q1 2008
☰ LAMR - Lamar Advertising Co. Add 330.97% 1,879,660 5.27
☰ HF - Hff Inc Add 44.45% 271,300 0.11
☰ RVR - White River Capital Inc Add 37.46% 52,004 0.07
☰ HTH - Hilltop Holdings Inc Add 20.83% 104,200 0.08
☰ FMCC - Federal Home Ln Mtg Corp Add 15.26% 16,703 0.03
☰ CAO - Csk Auto Corp Add 11.13% 463,793 0.34
☰ IRM* - Iron Mtn Inc Add 3.31% 11,026 0.02
☰ HOY - Pinnacle Entmt Inc Add 3.30% 58,443 0.06
☰ DX5 - Dynamex Inc Add 0.64% 3,800 0.01
☰ BYI - Bally Technologies Inc Add 0.41% 9,695 0.03
☰ GS - The Goldman Sachs Group, Inc. Add 0.28% 12 0.00
☰ PENN - PENN Entertainment, Inc. Buy 31,660,152 24.41
☰ NDN - 99 Cents Only Stores Buy 9,453,464 7.29
☰ KMX - CarMax, Inc. Buy 4,662,447 7.06
☰ ESGR - Enstar Group Limited Buy 314,823 2.73
☰ MCRI - Monarch Casino & Resort, Inc. Buy 1,495,428 2.07
☰ MWE - Markwest Energy Partners L P Buy 758,033 1.82
☰ KT2 - Knight Transn Inc Buy 1,060,000 1.36
☰ BRK.A - Berkshire Hathaway CL A Buy 127 1.32
☰ BRYG - Berkshire Hathaway Inc Del Buy 2,210 0.77
☰ ECPG - Encore Capital Group, Inc. Buy 700,000 0.37
☰ LEHMQ - Lehman Bros Hldgs Inc Buy 100,000 0.29
☰ IGT - International Game Technolog Buy 56,144 0.18
☰ HRH - Hilb Rogal & Hobbs Co Reduce 0.13% 711 0.00
☰ ACF - Americredit Corp Reduce 0.32% 10,877 0.02
☰ MKL - Markel Group Inc. Reduce 0.40% 1,645 0.12
☰ CSX - CSX Corp. Reduce 1.07% 1,827 0.00
☰ WFC - Wells Fargo & Co. Reduce 2.62% 4,074 0.02
☰ ISLE - Isle Of Capri Casinos Inc Reduce 4.65% 30,656 0.06
☰ XOM - ExxonMobil Holdings Corp. Reduce 6.98% 590 0.01
☰ AES - The AES Corp. Reduce 11.34% 185,943 0.57
☰ ISCA - International Speedway Corp Reduce 18.62% 4,215 0.02
☰ TOL - Toll Brothers, Inc. Reduce 34.38% 314,357 0.90
☰ MWP - Markwest Hydrocarbon Inc Sell 100.00% 361,998 3.24
☰ PGR - The Progressive Corp. Sell 100.00% 12,674 0.03
☰ BYD - Boyd Gaming Corp. Sell 100.00% 7,000 0.03
Q4 2007
☰ RVR - White River Capital Inc Add 392.32% 110,633 0.29
☰ FMCC - Federal Home Ln Mtg Corp Add 38.07% 30,182 0.15
☰ AMWD-OLD - American Woodmark Corp. Add 7.49% 57,769 0.15
☰ WFC - Wells Fargo & Co. Add 5.92% 8,702 0.04
☰ ACF - Americredit Corp Add 4.43% 145,780 0.27
☰ IRM* - Iron Mtn Inc Add 2.56% 8,306 0.04
☰ LAMR - Lamar Advertising Co. Add 1.72% 9,608 0.07
☰ AES - The AES Corp. Add 0.80% 13,076 0.04
☰ MKL - Markel Group Inc. Add 0.15% 609 0.04
☰ CAO - Csk Auto Corp Buy 4,166,069 2.98
☰ HF - Hff Inc Cl A Buy 610,400 0.67
☰ BYI - Bally Technologies Inc Reduce 1.01% 24,251 0.06
☰ TOL - Toll Brothers, Inc. Reduce 1.30% 12,048 0.02
☰ GS - The Goldman Sachs Group, Inc. Reduce 7.74% 356 0.01
☰ HRH - Hilb Rogal & Hobbs Co Reduce 13.14% 83,803 0.25
☰ HOY - Pinnacle Entmt Inc Reduce 13.95% 287,236 0.53
☰ DVD - Dover Motorsports Inc Reduce 34.37% 207,500 0.09
☰ ISLE - Isle Of Capri Casinos Inc Reduce 41.99% 477,087 0.63
☰ ISCA - International Speedway Corp Cl A Reduce 75.01% 67,932 0.21
☰ BYD - Boyd Gaming Corp. Reduce 96.26% 180,232 0.52
☰ PENN - PENN Entertainment, Inc. Sell 100.00% 7,810,895 31.16
☰ KMX - CarMax, Inc. Sell 100.00% 4,516,392 6.21
☰ NDN - 99 Cents Only Stores/ndn Sell 100.00% 7,318,973 5.08
☰ MCRI - Monarch Casino & Resort, Inc. Sell 100.00% 1,644,212 3.16
☰ 2914808Q - Station Casinos/stn Sell 100.00% 234,861 1.39
☰ 916583Q - Enstar Group Ltd./esgr Sell 100.00% 151,476 1.30
☰ BRK.A - Berkshire Hathaway CL A Sell 100.00% 130 0.96
☰ BRYG - Berkshire Hathaway B/brk.b Sell 100.00% 2,172 0.58
☰ DHI - D.R. Horton, Inc. Sell 100.00% 566,665 0.49
☰ IGT - International Game Technology/ Sell 100.00% 140,877 0.41
☰ KT2 - Knight Transportation Inc./knx Sell 100.00% 243,140 0.28
☰ BDY - Bradley Pharmaceutical/bdy Sell 100.00% 228,100 0.28
☰ MCRS - Micros Systems Inc./mcrs Sell 100.00% 36,800 0.16
☰ ITIC - Investors Title Co. Sell 100.00% 61,000 0.16
☰ BHRB - Burke & Herbert/bhrb Sell 100.00% 1,753 0.15
☰ ISCB - Intl. Speedway B/iscb Sell 100.00% 47,437 0.15
☰ BGFV - Big 5 Sporting Goods Corp/bgfv Sell 100.00% 107,900 0.14
☰ BRO - Brown & Brown, Inc. Sell 100.00% 50,000 0.09
☰ CORSQ - Corus Bankshares/cors Sell 100.00% 100,941 0.09
☰ 1647548D - Quanta/qnta Sell 100.00% 15,000 0.00
Q3 2007
☰ BRO - Brown & Brown, Inc. Add 100.00% 50,000 0.04
☰ PVAHQ - Penn Virginia Corp/pva Add 100.00% 105,900 0.31
☰ LAMR - Lamar Advertising Co. Add 90.06% 264,559 0.88
☰ TOL - Toll Brothers, Inc. Add 54.40% 326,405 0.44
☰ DX5 - Dynamex Inc/ddmx Add 21.22% 104,130 0.18
☰ POOL - Pool Corp. Add 7.97% 127,380 0.22
☰ AMWD-OLD - American Woodmark Corp. Add 5.12% 37,583 0.06
☰ BRYG - Berkshire Hathaway B/brk.b Add 4.88% 101 0.03
☰ PENN - PENN Entertainment, Inc. Add 4.73% 1,559,577 1.41
☰ NDN - 99 Cents Only Stores/ndn Add 4.61% 322,742 0.22
☰ WFC - Wells Fargo & Co. Add 3.64% 5,157 0.01
☰ IRM* - Iron Mountain/irm Add 1.86% 5,934 0.01
☰ BYD - Boyd Gaming Corp. Add 1.76% 3,232 0.01
☰ KMX - CarMax, Inc. Add 1.70% 75,321 0.10
☰ FMCC - Federal Home Loan Mtg/fre Add 1.32% 1,035 0.00
☰ AES - The AES Corp. Add 0.92% 14,753 0.02
☰ BRK.A - Berkshire Hathaway CL A Add 0.78% 1 0.01
☰ HRH - Hilb Rogal & Hobbs Company/hrh Add 0.75% 4,741 0.01
☰ ACF - Americredit/acf Add 0.56% 18,177 0.02
☰ BHRB - Burke & Herbert/bhrb Add 0.52% 360 0.00
☰ MKL - Markel Group Inc. Add 0.42% 1,732 0.06
☰ ISLE - Isle of Capri Casinos/isle Add 0.31% 3,481 0.00
☰ BYI - Bally Technologies/byi Add 0.23% 5,454 0.01
☰ HOY - Pinnacle Entertainment Inc./pn Add 0.13% 2,766 0.01
☰ 916583Q - Enstar Group Ltd./esgr Buy 151,476 1.30
☰ CORSQ - Corus Bankshares/cors Buy 100,941 0.09
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 0.72% 11,878 0.02
☰ ISCA - Intl. Speedway A/isca Reduce 3.83% 3,608 0.01
☰ ISCB - Intl. Speedway B/iscb Reduce 5.18% 10,356 0.01
☰ SSD - Simpson Manufacturing Co., Inc. Reduce 38.95% 507,100 1.08
☰ IGT - International Game Technology/ Reduce 59.74% 209,004 0.53
☰ GS - The Goldman Sachs Group, Inc. Reduce 81.10% 19,732 0.27
☰ ANCUF - Alimentation Couche-Tard SVS C Sell 100.00% 1,350,913 1.77
☰ WCC - WESCO International, Inc. Sell 100.00% 164,400 0.63
☰ BLKB - Blackbaud, Inc. Sell 100.00% 80,000 0.11
Q2 2007
☰ POOL - Pool Corp. Add 79.97% 709,913 1.76
☰ LAMR - Lamar Advertising Co. Add 43.88% 89,587 0.36
☰ WFC - Wells Fargo & Co. Add 5.62% 7,537 0.02
☰ FMCC - Fed. Home Loan Mtg./fre Add 4.92% 3,668 0.01
☰ IRM* - Iron Mountain/irm Add 3.47% 10,711 0.02
☰ ISLE - Isle of Capri Casinos/isle Add 2.07% 22,998 0.03
☰ GS - The Goldman Sachs Group, Inc. Add 1.93% 461 0.01
☰ ACF - Americredit/acf Add 1.56% 50,297 0.08
☰ NDN - 99 Cent Stores/ndn Add 1.20% 83,214 0.07
☰ AES - The AES Corp. Add 1.17% 18,710 0.03
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 0.97% 6,058 0.02
☰ BYI - Bally Technologies/byi Add 0.95% 22,485 0.04
☰ PENN - PENN Entertainment, Inc. Add 0.85% 276,880 0.24
☰ KMX - CarMax, Inc. Add 0.73% 32,187 0.05
☰ MKL - Markel Group Inc. Add 0.66% 2,712 0.08
☰ HOY - Pinnacle Entertainment Inc./pn Add 0.54% 11,125 0.02
☰ ANCUF - Alimentation Couche-Tard SVS C Buy 1,350,913 1.77
☰ HTH - Hilltop Holdings/hth Buy 500,225 0.37
☰ BHRB - Burke & Herbert Bank/bhrb Buy 69,760 0.16
☰ DX5 - Dynamex Inc/ddmx Reduce 0.48% 2,350 0.00
☰ BRYG - Berkshire Hathaway B/brk.b Reduce 2.77% 59 0.02
☰ SSD - Simpson Manufacturing Co., Inc. Reduce 5.67% 78,196 0.17
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 7.84% 140,908 0.26
☰ AMWD-OLD - American Woodmark Corp. Reduce 8.11% 64,823 0.17
☰ WCC - WESCO International, Inc. Reduce 17.80% 35,600 0.16
☰ IGT - Int'l Gaming Tech/igt Reduce 26.26% 124,583 0.36
☰ DVD - Dover Motorsports, Inc./dvd Reduce 28.91% 245,590 0.09
☰ BDY - Bradley Pharmaceutical/bdy Reduce 47.98% 210,421 0.29
☰ ISCA - Intl. Speedway A/isca Reduce 55.60% 117,921 0.43
☰ ISCB - Intl. Speedway B/iscb Reduce 61.10% 314,328 0.28
☰ BYD - Boyd Gaming Corp. Reduce 65.22% 345,105 1.17
☰ 1647548D - Quanta/qnta Reduce 96.37% 398,651 0.06
☰ BRK.A - Berkshire Hathaway CL A Reduce 98.99% 12,623 0.90
Q1 2007
☰ BRK.A - Berkshire Hathaway CL A Add 9940.94% 12,625 0.90
☰ POOL - Pool Corp. Add 404.86% 711,875 1.81
☰ LAMR - Lamar Advertising Co. Add 102.99% 103,585 0.46
☰ ISLE - Isle of Capri Casinos/isle Add 47.68% 358,224 0.65
☰ ACF - Americredit/acf Add 21.07% 560,997 0.91
☰ DVD - Dover Motorsports, Inc./dvd Add 10.27% 79,130 0.03
☰ HOY - Pinnacle Entertainment Inc./pn Add 8.27% 156,137 0.32
☰ MCRI - Monarch Casino & Resort, Inc. Add 6.18% 104,665 0.19
☰ DX5 - Dynamex Inc/ddmx Add 6.03% 28,033 0.05
☰ ISCA - Intl. Speedway A/isca Add 5.67% 11,384 0.04
☰ BRYG - Berkshire Hathaway B/brk.b Add 2.85% 59 0.02
☰ BYD - Boyd Gaming Corp. Add 2.09% 10,813 0.04
☰ AES - The AES Corp. Add 1.63% 25,601 0.04
☰ GS - The Goldman Sachs Group, Inc. Add 1.45% 342 0.01
☰ 1647548D - Quanta/qnta Add 1.42% 5,780 0.00
☰ IGT - Int'l Gaming Tech/igt Add 1.40% 6,555 0.02
☰ BDY - Bradley Pharmaceutical/bdy Add 0.86% 3,744 0.01
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 0.66% 4,100 0.01
☰ SSD - Simpson Manufacturing Co., Inc. Add 0.61% 8,429 0.02
☰ PENN - PENN Entertainment, Inc. Add 0.47% 153,708 0.10
☰ MKL - Markel Group Inc. Add 0.42% 1,736 0.06
☰ KMX - CarMax, Inc. Add 0.35% 15,184 0.03
☰ AMWD-OLD - American Woodmark Corp. Add 0.25% 2,010 0.01
☰ NDN - 99 Cent Stores/ndn Add 0.02% 1,722 0.00
☰ WCC - WESCO International, Inc. Buy 200,000 0.89
☰ IRM* - Iron Mountain/irm Buy 308,345 0.57
☰ KT2 - Knight Transportation Inc./knx Buy 243,140 0.31
☰ BLKB - Blackbaud, Inc. Buy 80,000 0.14
☰ FMCC - Fed. Home Loan Mtg./fre Reduce 0.40% 300 0.00
☰ WFC - Wells Fargo & Co. Reduce 0.60% 810 0.00
☰ BYI - Bally Technologies/byi Reduce 0.98% 23,526 0.03
☰ MCRS - Micros Systems Inc./mcrs Reduce 1.02% 380 0.00
☰ BGFV - Big 5 Sporting Goods Corp/bgfv Reduce 7.22% 8,400 0.02
☰ ISCB - Intl. Speedway B/iscb Reduce 9.78% 55,788 0.05
☰ ANCUF - Alimentation Couche-Tard SVS C Sell 100.00% 633,621 1.04
☰ BHRB - Burke & Herbert Bank/bhrb Sell 100.00% 1,682 0.22
☰ FGMGQ - FL Gaming Corp/fgmg Sell 100.00% 23,527 0.02
Q4 2006
☰ SSD - Simpson Manufacturing Co., Inc. Add 35.49% 359,276 0.86
☰ ACF - Americredit/acf Add 9.91% 240,151 0.46
☰ GS - The Goldman Sachs Group, Inc. Add 5.44% 1,213 0.02
☰ IGT - Int'l Gaming Tech/igt Add 5.34% 23,708 0.08
☰ MKL - Markel Group Inc. Add 5.30% 20,621 0.75
☰ ISLE - Isle of Capri Casinos/isle Add 3.58% 25,960 0.05
☰ 1647548D - Quanta/qnta Add 3.56% 14,029 0.00
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 2.39% 14,540 0.05
☰ WFC - Wells Fargo & Co. Add 2.38% 3,140 0.01
☰ FMCC - Fed. Home Loan Mtg./fre Add 2.19% 1,603 0.01
☰ MCRI - Monarch Casino & Resort, Inc. Add 1.37% 22,900 0.04
☰ AMWD-OLD - American Woodmark Corp. Add 1.17% 9,250 0.03
☰ BYI - Bally Technologies/byi Add 0.88% 20,846 0.03
☰ AES - The AES Corp. Add 0.76% 11,830 0.02
☰ NDN - 99 Cent Stores/ndn Add 0.60% 41,549 0.04
☰ HOY - Pinnacle Entertainment Inc./pn Add 0.58% 10,942 0.03
☰ PENN - PENN Entertainment, Inc. Add 0.57% 183,957 0.13
☰ BRYG - Berkshire Hathaway B/brk.b Add 0.49% 10 0.00
☰ BYD - Boyd Gaming Corp. Add 0.22% 1,149 0.00
☰ BDY - Bradley Pharmaceutical/bdy Add 0.16% 673 0.00
☰ KMX - CarMax, Inc. Add 0.15% 6,454 0.01
☰ ANCUF - Alimentation Couche-Tard SVS C Buy 633,621 1.04
☰ POOL - Pool Corp. Buy 175,832 0.52
☰ LAMR - Lamar Advertising Co. Buy 100,579 0.50
☰ BHRB - Burke & Herbert Bank/bhrb Buy 67,280 0.22
☰ XOM - ExxonMobil Holdings Corp. Reduce 0.88% 75 0.00
☰ ISCB - Intl. Speedway B/iscb Reduce 2.78% 16,288 0.02
☰ ISCA - Intl. Speedway A/isca Reduce 4.20% 8,810 0.04
☰ MCRS - Micros Systems Inc./mcrs Reduce 4.42% 1,720 0.01
☰ FGMGQ - FL Gaming Corp/fgmg Reduce 45.06% 19,295 0.02
Q3 2006
☰ BYD - Boyd Gaming Corp. Add 57.31% 188,400 0.66
☰ SSD - Simpson Manufacturing Co., Inc. Add 55.11% 359,700 0.89
☰ WFC - Wells Fargo & Co. Add 3.61% 4,592 0.02
☰ BYI - Bally Technologies/byi Add 3.45% 79,336 0.13
☰ BDY - Bradley Pharmaceutical/bdy Add 2.99% 12,600 0.02
☰ ISLE - Isle of Capri Casinos/isle Add 2.84% 20,000 0.04
☰ NDN - 99 Cent Stores/ndn Add 2.15% 144,364 0.16
☰ PENN - PENN Entertainment, Inc. Add 2.06% 654,113 0.49
☰ FMCC - Fed. Home Loan Mtg./fre Add 1.94% 1,394 0.01
☰ ACF - Americredit/acf Add 1.73% 41,258 0.09
☰ BRK.A - Berkshire Hathaway CL A Add 1.60% 2 0.02
☰ BRYG - Berkshire Hathaway B/brk.b Add 1.33% 27 0.01
☰ IGT - Int'l Gaming Tech/igt Add 0.98% 4,331 0.02
☰ MKL - Markel Group Inc. Add 0.81% 3,113 0.12
☰ KMX - CarMax, Inc. Add 0.54% 23,400 0.04
☰ AES - The AES Corp. Add 0.28% 4,275 0.01
☰ FGMGQ - FL Gaming Corp/fgmg Buy 42,822 0.05
☰ HRH - Hilb, Rogal, & Hobbs/hrh Reduce 0.38% 2,300 0.01
☰ ISCA - Intl. Speedway A/isca Reduce 2.39% 5,125 0.02
☰ PGR - The Progressive Corp. Reduce 3.43% 450 0.00
☰ ISCB - Intl. Speedway B/iscb Reduce 14.42% 98,804 0.11
☰ 2914808Q - Station Casinos/stn Reduce 16.34% 45,874 0.29
☰ HOY - Pinnacle Entertainment Inc./pn Reduce 17.59% 400,700 1.15
Q2 2006
☰ NDN - 99 Cent Stores/ndn Add 20.45% 1,141,676 1.11
☰ 1647548D - Quanta/qnta Add 19.22% 63,500 0.02
☰ BRK.A - Berkshire Hathaway CL A Add 10.62% 12 0.09
☰ MWP - Mark West Hydro/mwp Add 10.00% 32,908 0.08
☰ FMCC - Fed. Home Loan Mtg./fre Add 6.52% 4,400 0.02
☰ WFC - Wells Fargo & Co. Add 5.97% 7,170 0.02
☰ IGT - Int'l Gaming Tech/igt Add 5.35% 22,356 0.08
☰ KMX - CarMax, Inc. Add 4.90% 203,664 0.34
☰ BYI - Bally Technologies/byi Add 4.52% 99,377 0.15
☰ BRYG - Berkshire Hathaway B/brk.b Add 3.88% 76 0.02
☰ AES - The AES Corp. Add 3.75% 55,993 0.10
☰ ACF - Americredit/acf Add 3.49% 80,302 0.21
☰ ISLE - Isle of Capri Casinos/isle Add 3.39% 23,101 0.06
☰ HOY - Pinnacle Entertainment Inc./pn Add 2.18% 48,700 0.14
☰ PENN - PENN Entertainment, Inc. Add 2.15% 669,102 0.55
☰ MKL - Markel Group Inc. Add 0.89% 3,418 0.11
☰ ISCA - Intl. Speedway A/isca Add 0.41% 868 0.00
☰ 2914808Q - Station Casinos/stn Reduce 0.07% 191 0.00
☰ AMWD-OLD - American Woodmark Corp. Reduce 0.10% 781 0.00
☰ BDY - Bradley Pharmaceutical/bdy Reduce 0.28% 1,200 0.00
☰ HRH - Hilb, Rogal, & Hobbs/hrh Reduce 0.47% 2,880 0.01
☰ GS - The Goldman Sachs Group, Inc. Reduce 0.49% 110 0.00
☰ BYD - Boyd Gaming Corp. Reduce 0.56% 1,846 0.01
☰ ISCB - Intl. Speedway B/iscb Reduce 9.84% 74,812 0.08
☰ DHI - D.R. Horton, Inc. Reduce 11.30% 72,200 0.21
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 13.77% 266,616 0.67
☰ TOL - Toll Brothers, Inc. Reduce 19.36% 144,055 0.44
☰ PGR - The Progressive Corp. Reduce 32.29% 6,260 0.01
☰ FRFHF - Fairfax Financial Holdings Ltd. Sell 100.00% 32,700 0.31
☰ LEN - Lennar Corp. Sell 100.00% 39,950 0.21
☰ PHM - PulteGroup, Inc. Sell 100.00% 61,670 0.21
☰ WTM - White Mountains Insurance Group, Ltd. Sell 100.00% 3,959 0.21
☰ KBH - KB Homes/kbh Sell 100.00% 35,800 0.21
☰ ORH - Odyssey Re Corp./orh Sell 100.00% 100,000 0.19
☰ EQUUS - Equus Gaming/equus Sell 100.00% 45,650 0.00
Q1 2006
☰ 1647548D - Quanta/qnta Add 46.82% 105,342 0.03
☰ HOY - Pinnacle Entertainment Inc./pn Add 19.02% 356,240 0.89
☰ DHI - D.R. Horton, Inc. Add 12.74% 72,200 0.21
☰ NDN - 99 Cent Stores/ndn Add 12.01% 598,786 0.72
☰ TOL - Toll Brothers, Inc. Add 6.09% 42,712 0.13
☰ AMWD-OLD - American Woodmark Corp. Add 4.84% 36,397 0.11
☰ BYD - Boyd Gaming Corp. Add 3.24% 10,389 0.05
☰ WTM - White Mountains Insurance Group, Ltd. Add 2.35% 91 0.00
☰ GS - The Goldman Sachs Group, Inc. Add 1.86% 409 0.01
☰ IGT - Int'l Gaming Tech/igt Add 1.70% 6,990 0.02
☰ ISLE - Isle of Capri Casinos/isle Add 1.63% 10,930 0.03
☰ ACF - Americredit/acf Add 0.89% 20,409 0.06
☰ MWP - Mark West Hydro/mwp Add 0.86% 2,800 0.01
☰ SSD - Simpson Manufacturing Co., Inc. Add 0.86% 5,557 0.02
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 0.80% 4,875 0.02
☰ FMCC - Fed. Home Loan Mtg./fre Add 0.71% 475 0.00
☰ ISCA - Intl. Speedway A/isca Add 0.53% 1,132 0.01
☰ KMX - CarMax, Inc. Add 0.47% 19,368 0.03
☰ MKL - Markel Group Inc. Add 0.42% 1,599 0.05
☰ MCRI - Monarch Casino & Resort, Inc. Add 0.26% 5,100 0.01
☰ 2914808Q - Station Casinos/stn Add 0.25% 705 0.00
☰ BYI - Bally Technologies/byi Buy 2,196,914 3.29
☰ ISCB - Intl. Speedway B/iscb Buy 760,124 0.85
☰ KBH - KB Homes/kbh Buy 35,800 0.21
☰ LEN - Lennar Corp. Buy 41,970 0.21
☰ PHM - PulteGroup, Inc. Buy 61,670 0.21
☰ ORH - Odyssey Re Corp./orh Buy 100,000 0.19
☰ RVR - White River Cap/wrvc Buy 28,200 0.04
☰ PENN - PENN Entertainment, Inc. Reduce 0.50% 155,853 0.12
☰ BRYG - Berkshire Hathaway B/brk.b Reduce 1.26% 25 0.01
☰ WFC - Wells Fargo & Co. Reduce 1.31% 1,600 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 6.61% 8 0.07
☰ DVD - Dover Motorsports, Inc./dvd Reduce 7.35% 61,066 0.04
☰ AES - The AES Corp. Reduce 17.25% 311,751 0.51
☰ EQUUS - Equus Gaming/equus Reduce 25.95% 16,000 0.00
☰ FRFHF - Fairfax Financial Holdings Ltd. Reduce 43.62% 25,300 0.37
☰ BDY - Bradley Pharmaceutical/bdy Reduce 51.79% 454,148 0.45
☰ LF1 - LandAmerica Financial Group/lf Sell 100.00% 250,000 1.61
☰ AAP - Advance Auto Parts, Inc. Sell 100.00% 288,205 1.29
☰ PRE - PartnersRe Ltd/pre Sell 100.00% 143,800 0.98
☰ COKE - Coca-Cola Consolidated, Inc. Sell 100.00% 160,800 0.71
☰ C - Citigroup Inc. Sell 100.00% 126,468 0.63
☰ AO5 - Aeropostale, Inc/aro Sell 100.00% 183,850 0.50
☰ PRA-OLD - ProAssurance Corp. Sell 100.00% 75,000 0.38
☰ 0542367D - Sands Regent/snds Sell 100.00% 74,245 0.08
☰ FGMGQ - FL Gaming Corp/fgmg Sell 100.00% 49,882 0.07
☰ TGIC - Triad Guaranty/tgic Sell 100.00% 14,289 0.07
☰ BK - Bank of New York/bk Sell 100.00% 7,040 0.02
Q4 2005
☰ AMWD-OLD - American Woodmark Corp. Add 60.65% 283,926 0.73
☰ ISLE - Isle of Capri Casinos/isle Add 52.60% 231,412 0.58
☰ ISCA - Intl. Speedway A/isca Add 24.05% 41,230 0.20
☰ TOL - Toll Brothers, Inc. Add 16.89% 101,343 0.36
☰ SSD - Simpson Manufacturing Co., Inc. Add 9.16% 54,287 0.20
☰ WTM - White Mountains Insurance Group, Ltd. Add 6.73% 244 0.01
☰ IGT - Int'l Gaming Tech/igt Add 5.06% 19,781 0.06
☰ BRK.A - Berkshire Hathaway CL A Add 4.31% 5 0.04
☰ NDN - 99 Cent Stores/ndn Add 3.98% 190,889 0.21
☰ GS - The Goldman Sachs Group, Inc. Add 3.56% 756 0.01
☰ ACF - Americredit/acf Add 3.20% 70,626 0.19
☰ MCRI - Monarch Casino & Resort, Inc. Add 3.08% 57,779 0.13
☰ 0542367D - Sands Regent/snds Add 2.96% 2,135 0.00
☰ BRYG - Berkshire Hathaway B/brk.b Add 2.69% 52 0.02
☰ C - Citigroup Inc. Add 2.51% 310 0.02
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 2.15% 12,788 0.05
☰ HOY - Pinnacle Entertainment Inc./pn Add 1.75% 32,181 0.08
☰ AAP - Advance Auto Parts, Inc. Add 1.40% 3,990 0.02
☰ BDY - Bradley Pharmaceutical/bdy Add 1.39% 12,001 0.01
☰ KMX - CarMax, Inc. Add 1.19% 48,512 0.07
☰ PENN - PENN Entertainment, Inc. Add 1.18% 363,557 0.28
☰ MKL - Markel Group Inc. Add 0.92% 3,474 0.11
☰ PGR - The Progressive Corp. Add 0.71% 136 0.00
☰ 2914808Q - Station Casinos/stn Add 0.69% 1,909 0.01
☰ AES - The AES Corp. Add 0.53% 9,478 0.02
☰ BYD - Boyd Gaming Corp. Buy 320,200 1.58
☰ BGFV - Big 5 Sporting Goods Corp/bgfv Buy 116,300 0.26
☰ 1647548D - Quanta/qnta Buy 225,000 0.12
☰ WFC - Wells Fargo & Co. Reduce 2.65% 3,310 0.01
☰ DVD - Dover Motorsports, Inc./dvd Reduce 5.29% 46,412 0.03
☰ XOM - ExxonMobil Holdings Corp. Reduce 10.50% 1,000 0.01
☰ FMCC - Fed. Home Loan Mtg./fre Reduce 12.71% 9,757 0.06
☰ AO5 - Aeropostale, Inc/aro Reduce 33.15% 91,150 0.20
☰ FRFHF - Fairfax Financial Holdings Ltd. Reduce 38.95% 37,000 0.66
☰ PRE - PartnersRe Ltd/pre Reduce 47.71% 11,283 0.86
☰ TGIC - Triad Guaranty/tgic Reduce 57.47% 19,311 0.08
☰ BK - Bank of New York/bk Reduce 66.11% 13,732 0.04
☰ FGMGQ - FL Gaming Corp/fgmg Reduce 79.38% 192,000 0.25
☰ AGY - Argosy Gaming/agy Sell 100.00% 514,800 2.48
☰ BGGSQ - Briggs Stratton Corp/bgg Sell 100.00% 349,100 1.24
☰ ISCB - Intl. Speedway B/iscb Sell 100.00% 222,001 1.17
☰ MRH - Montpelier Re Holdings/mrh Sell 100.00% 207,000 0.53
☰ BHRB - Burke & Herbert Bank/bhrb Sell 100.00% 2,078 0.43
☰ MTLG - Metrologic Instruments/mtlg Sell 100.00% 118,500 0.22
☰ RVR - White River Cap/wrvc Sell 100.00% 27,100 0.03
Q3 2005
☰ 0542367D - Sands Regent/snds Add 48.96% 23,701 0.02
☰ PGR - The Progressive Corp. Add 45.73% 6,040 0.02
☰ GS - The Goldman Sachs Group, Inc. Add 26.58% 4,464 0.06
☰ ISCA - Intl. Speedway A/isca Add 22.64% 31,644 0.17
☰ AMWD-OLD - American Woodmark Corp. Add 21.05% 81,405 0.28
☰ ISLE - Isle of Capri Casinos/isle Add 18.01% 67,148 0.15
☰ NDN - 99 Cent Stores/ndn Add 16.21% 668,735 0.63
☰ BRK.A - Berkshire Hathaway CL A Add 11.54% 12 0.10
☰ IGT - Int'l Gaming Tech/igt Add 10.48% 37,059 0.10
☰ C - Citigroup Inc. Add 9.14% 1,033 0.05
☰ WTM - White Mountains Insurance Group, Ltd. Add 8.70% 290 0.02
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 6.78% 37,845 0.14
☰ FGMGQ - FL Gaming Corp/fgmg Add 6.31% 14,351 0.02
☰ KMX - CarMax, Inc. Add 3.26% 129,252 0.21
☰ MCRS - Micros Systems Inc./mcrs Add 3.18% 1,200 0.01
☰ ACF - Americredit/acf Add 3.09% 66,134 0.16
☰ SSD - Simpson Manufacturing Co., Inc. Add 2.91% 16,770 0.07
☰ FMCC - Fed. Home Loan Mtg./fre Add 2.75% 2,054 0.01
☰ BRYG - Berkshire Hathaway B/brk.b Add 2.55% 48 0.01
☰ MKL - Markel Group Inc. Add 2.36% 8,705 0.30
☰ HOY - Pinnacle Entertainment Inc./pn Add 2.12% 38,239 0.07
☰ PENN - PENN Entertainment, Inc. Add 1.78% 540,593 0.39
☰ AAP - Advance Auto Parts, Inc. Add 1.70% 4,751 0.02
☰ BDY - Bradley Pharmaceutical/bdy Add 1.66% 14,146 0.02
☰ 2914808Q - Station Casinos/stn Add 0.82% 2,275 0.02
☰ WFC - Wells Fargo & Co. Add 0.66% 822 0.00
☰ AES - The AES Corp. Add 0.62% 11,117 0.02
☰ RVR - White River Cap/wrvc Buy 27,100 0.03
☰ DVD - Dover Motorsports, Inc./dvd Reduce 2.41% 21,688 0.01
☰ ISCB - Intl. Speedway B/iscb Reduce 2.63% 24,000 0.03
☰ COKE - Coca-Cola Consolidated, Inc. Reduce 5.85% 100,000 0.05
☰ BHRB - Burke & Herbert Bank/bhrb Reduce 7.02% 6,280 0.03
☰ MRH - Montpelier Re Holdings/mrh Reduce 31.00% 93,000 0.29
☰ BK - Bank of New York/bk Reduce 40.69% 14,251 0.04
☰ 702901Q - Spectrasite Inc./ssi Sell 100.00% 340,138 2.26
☰ KSL - Kaneb Services/ksl Sell 100.00% 510,100 1.97
☰ JNJ - Johnson & Johnson Sell 100.00% 3,140 0.02
Q2 2005
☰ 702901Q - Spectrasite Inc./ssi Add 215.72% 232,405 1.54
☰ NDN - 99 Cent Stores/ndn Add 45.50% 1,289,967 1.46
☰ AGY - Argosy Gaming/agy Add 35.08% 133,700 0.56
☰ ISLE - Isle of Capri Casinos/isle Add 26.47% 78,042 0.18
☰ IGT - Int'l Gaming Tech/igt Add 20.54% 60,272 0.15
☰ SSD - Simpson Manufacturing Co., Inc. Add 12.65% 64,677 0.18
☰ WTM - White Mountains Insurance Group, Ltd. Add 12.60% 373 0.02
☰ AMWD-OLD - American Woodmark Corp. Add 12.31% 42,377 0.11
☰ BRYG - Berkshire Hathaway B/brk.b Add 6.56% 116 0.03
☰ MKL - Markel Group Inc. Add 5.37% 18,801 0.57
☰ ACF - Americredit/acf Add 5.32% 108,377 0.25
☰ FMCC - Fed. Home Loan Mtg./fre Add 3.58% 2,581 0.02
☰ DX5 - Dynamex Inc/ddmx Add 3.33% 15,000 0.02
☰ PENN - PENN Entertainment, Inc. Add 3.14% 922,098 0.68
☰ HOY - Pinnacle Entertainment Inc./pn Add 2.78% 48,750 0.09
☰ BDY - Bradley Pharmaceutical/bdy Add 2.32% 19,305 0.02
☰ KMX - CarMax, Inc. Add 2.29% 88,592 0.11
☰ AAP - Advance Auto Parts, Inc. Add 2.19% 5,993 0.02
☰ WFC - Wells Fargo & Co. Add 1.67% 2,040 0.01
☰ AES - The AES Corp. Add 1.66% 29,151 0.04
☰ 2914808Q - Station Casinos/stn Add 1.04% 2,837 0.02
☰ FGMGQ - FL Gaming Corp/fgmg Buy 227,531 0.26
☰ 0542367D - Sands Regent/snds Buy 48,409 0.04
☰ JNJ - Johnson & Johnson Buy 3,140 0.02
☰ ISCB - Intl. Speedway B/iscb Reduce 0.27% 2,480 0.00
☰ HRH - Hilb, Rogal, & Hobbs/hrh Reduce 0.83% 4,664 0.02
☰ BHRB - Burke & Herbert Bank/bhrb Reduce 0.84% 760 0.00
☰ ISCA - Intl. Speedway A/isca Reduce 0.90% 1,273 0.01
☰ MCRI - Monarch Casino & Resort, Inc. Reduce 0.96% 18,222 0.04
☰ DVD - Dover Motorsports, Inc./dvd Reduce 1.61% 14,731 0.01
☰ GS - The Goldman Sachs Group, Inc. Reduce 1.87% 320 0.00
☰ C - Citigroup Inc. Reduce 3.61% 423 0.02
☰ BK - Bank of New York/bk Reduce 4.56% 1,675 0.01
☰ BRK.A - Berkshire Hathaway CL A Reduce 9.57% 11 0.10
☰ BGGSQ - Briggs Stratton Corp/bgg Reduce 12.53% 50,000 0.19
☰ PTP - Platinum Underwriter/ptp Sell 100.00% 700,000 2.18
☰ PMACA - PMA Capital Corporation/pmaca Sell 100.00% 300,000 0.25
☰ SCI - Service Corp. International Sell 100.00% 200,000 0.16
☰ AZO - AutoZone, Inc. Sell 100.00% 15,585 0.14
☰ RGC - Regal Entertainment/rgc Sell 100.00% 40,000 0.09
☰ DALRQ - Delta Air Lines/dal Sell 100.00% 83,029 0.04
☰ CORSQ - Corus Bancshares/cors Sell 100.00% 7,000 0.04
☰ MER - Merrill Lynch/mer Sell 100.00% 5,310 0.03
☰ MRSH - Marsh & McLennan Companies, Inc. Sell 100.00% 6,733 0.02
Q1 2005
☰ SSD - Simpson Manufacturing Co., Inc. Add 375.88% 403,958 1.31
☰ AGY - Argosy Gaming/agy Add 183.14% 246,500 1.19
☰ MCRS - Micros Systems Inc./mcrs Add 100.00% 18,850 0.07
☰ AMWD-OLD - American Woodmark Corp. Add 76.72% 149,507 0.57
☰ HOY - Pinnacle Entertainment Inc./pn Add 56.59% 633,946 1.11
☰ BDY - Bradley Pharmaceutical/bdy Add 53.39% 289,400 0.29
☰ GS - The Goldman Sachs Group, Inc. Add 45.48% 5,351 0.06
☰ NDN - 99 Cent Stores/ndn Add 44.98% 879,595 1.21
☰ PENN - PENN Entertainment, Inc. Add 42.32% 8,735,646 6.08
☰ FRFHF - Fairfax Financial Holdings Ltd. Add 39.71% 27,000 0.42
☰ ISLE - Isle of Capri Casinos/isle Add 30.68% 69,215 0.19
☰ DX5 - Dynamex Inc/ddmx Add 20.84% 77,597 0.15
☰ WTM - White Mountains Insurance Group, Ltd. Add 14.37% 372 0.02
☰ AZO - AutoZone, Inc. Add 14.05% 1,920 0.02
☰ IGT - Int'l Gaming Tech/igt Add 13.80% 35,575 0.10
☰ TGIC - Triad Guaranty/tgic Add 12.00% 3,600 0.02
☰ BRYG - Berkshire Hathaway B/brk.b Add 10.92% 174 0.05
☰ ISCA - Intl. Speedway A/isca Add 10.61% 13,526 0.08
☰ C - Citigroup Inc. Add 9.45% 1,013 0.05
☰ BK - Bank of New York/bk Add 8.64% 2,918 0.01
☰ BRK.A - Berkshire Hathaway CL A Add 7.48% 8 0.07
☰ WFC - Wells Fargo & Co. Add 6.17% 7,096 0.02
☰ MCRI - Monarch Casino & Resort, Inc. Add 6.04% 107,712 0.22
☰ ACF - Americredit/acf Add 5.12% 99,045 0.24
☰ FMCC - Fed. Home Loan Mtg./fre Add 5.07% 3,480 0.02
☰ 702901Q - Spectrasite Inc./ssi Add 4.07% 4,216 0.03
☰ HRH - Hilb, Rogal, & Hobbs/hrh Add 2.70% 14,805 0.06
☰ MKL - Markel Group Inc. Add 2.67% 9,096 0.33
☰ KMX - CarMax, Inc. Add 2.27% 86,132 0.14
☰ AAP - Advance Auto Parts, Inc. Add 2.17% 5,814 0.02
☰ DVD - Dover Motorsports, Inc./dvd Add 1.91% 17,159 0.01
☰ AES - The AES Corp. Add 1.02% 17,774 0.03
☰ 2914808Q - Station Casinos/stn Add 0.63% 1,716 0.01
☰ LF1 - LandAmerica Financial Group/lf Buy 250,000 1.31
☰ BHRB - Burke & Herbert Bank/bhrb Buy 90,160 0.43
☰ MER - Merrill Lynch/mer Buy 5,310 0.03
☰ PGR - The Progressive Corp. Buy 13,208 0.03
☰ MRSH - Marsh & McLennan Companies, Inc. Buy 6,733 0.02
☰ EQUUS - Equus Gaming/equus Buy 61,650 0.01
☰ DHI - D.R. Horton, Inc. Reduce 0.00% 2 0.00
☰ ISCB - Intl. Speedway B/iscb Reduce 0.11% 980 0.00
☰ DRT - Dollar Tree Sell 100.00% 953,726 3.22
Q4 2004
☰ DX5 - Dynamex Inc Add 313.78% 282,400 0.61
☰ BGGSQ - Briggs & Stratton Add 299.10% 299,100 1.46
☰ BDY - Bradley Pharma Add 209.71% 367,000 0.84
☰ AMWD-OLD - American Woodmark Corp. Add 172.56% 123,380 0.63
☰ XOM - ExxonMobil Holdings Corp. Add 110.42% 5,000 0.03
☰ FRFHF - Fairfax Financial Holdings Ltd. Add 106.06% 35,000 0.69
☰ HOY - Pinnacle Entertainment Inc. Add 76.73% 486,365 1.13
☰ DRT - Dollar Tree Add 56.45% 344,126 1.16
☰ HRH - Hilb, Rogal, & Hamilton Add 42.54% 163,497 0.70
☰ PTP - Platinum Underwriter Add 40.00% 200,000 0.73
☰ KSL - Kaneb Services Add 25.79% 104,575 0.53
☰ NDN - 99 Cent Stores Add 14.82% 252,484 0.48
☰ AZO - AutoZone, Inc. Add 13.88% 1,665 0.02
☰ GS - The Goldman Sachs Group, Inc. Add 13.84% 1,430 0.02
☰ WTM - White Mountains Insurance Group, Ltd. Add 13.75% 313 0.02
☰ IGT - Int'l Gaming Tech Add 11.82% 27,247 0.11
☰ MKL - Markel Group Inc. Add 11.48% 35,104 1.50
☰ ACF - Americredit Add 11.39% 197,986 0.57
☰ MCRI - Monarch Casino & Resort, Inc. Add 11.02% 177,058 0.42
☰ BRYG - Berkshire Hathaway B Add 10.70% 154 0.05
☰ 2914808Q - Station Casinos Add 8.16% 20,484 0.13
☰ PENN - PENN Entertainment, Inc. Add 7.54% 1,447,029 1.16
☰ ISCA - Intl. Speedway A Add 6.61% 7,903 0.05
☰ C - Citigroup Inc. Add 5.16% 526 0.03
☰ 702901Q - Spectrasite Inc. Add 3.52% 3,517 0.02
☰ FMCC - Fed. Home Loan Mtg. Add 3.45% 2,291 0.02
☰ DVD - Dover Motorsports, Inc. Add 2.66% 23,226 0.02
☰ AAP - Advance Auto Parts, Inc. Add 1.96% 5,157 0.02
☰ AES - The AES Corp. Add 1.24% 21,346 0.03
☰ KMX - CarMax, Inc. Add 0.91% 34,034 0.06
☰ MRH - Montpelier Re Holdings Buy 300,000 1.35
☰ AGY - Argosy Gaming Buy 134,600 0.74
☰ ISLE - Isle of Capri Casinos Buy 225,579 0.68
☰ BRO - Brown & Brown, Inc. Buy 100,000 0.13
☰ DALRQ - Delta Air Lines Buy 83,029 0.07
☰ BK - Bank of New York Reduce 0.06% 20 0.00
☰ ISCB - Intl. Speedway B Reduce 0.66% 6,036 0.01
☰ WFC - Wells Fargo & Co. Reduce 1.56% 1,820 0.01
☰ KKD - Krispy Kreme Doughnuts Sell 100.00% 400,000 0.86
☰ 558319Q - AMC Entertainment Sell 100.00% 224,000 0.73
☰ BHRB - Burke & Herbert Bank Sell 100.00% 2,043 0.70
☰ 2246800Q - Prime Hospitality Sell 100.00% 100,000 0.21
☰ CZN - Citizens Communication Sell 100.00% 67,909 0.15
☰ FGMGQ - FL Gaming Corp Sell 100.00% 27,500 0.05
☰ EQUUS - Equus Gaming Sell 100.00% 61,650 0.02
Q3 2004
☰ EQUUS - Equus Gaming Add 165.16% 38,400 0.01
☰ DX5 - Dynamex Inc Add 144.57% 53,200 0.16
☰ MTLG - Metrologic Instruments Add 137.00% 68,500 0.18
☰ IGT - Int'l Gaming Tech Add 53.38% 80,250 0.49
☰ PRE - PartnersRe Ltd Add 37.50% 6,450 0.70
☰ AES - The AES Corp. Add 24.25% 335,360 0.57
☰ MKL - Markel Group Inc. Add 19.15% 49,116 2.57
☰ KMX - CarMax, Inc. Add 19.00% 599,362 1.09
☰ BRK.A - Berkshire Hathaway CL A Add 15.05% 14 0.21
☰ ITIC - Investors Title Co. Add 12.55% 6,800 0.03
☰ PTP - Platinum Underwriter Add 11.11% 50,000 0.25
☰ BRYG - Berkshire Hathaway B Add 5.50% 75 0.04
☰ C - Citigroup Inc. Add 4.59% 447 0.03
☰ ISCA - Intl. Speedway A Add 4.49% 5,135 0.04
☰ GS - The Goldman Sachs Group, Inc. Add 3.35% 335 0.01
☰ FMCC - Fed. Home Loan Mtg. Add 3.09% 1,990 0.02
☰ WFC - Wells Fargo & Co. Add 2.81% 3,190 0.02
☰ WTM - White Mountains Insurance Group, Ltd. Add 2.80% 62 0.01
☰ DVD - Dover Motorsports, Inc. Add 2.40% 20,455 0.01
☰ PENN - PENN Entertainment, Inc. Add 1.65% 311,494 0.24
☰ HRH - Hilb, Rogal, & Hamilton Add 1.62% 6,145 0.04
☰ ACF - Americredit Add 1.13% 19,470 0.07
☰ MCRI - Monarch Casino & Resort, Inc. Add 0.97% 15,478 0.03
☰ BHRB - Burke & Herbert Bank Add 0.79% 640 0.01
☰ KSL - Kaneb Services Add 0.60% 2,425 0.01
☰ NDN - 99 Cent Stores Buy 1,703,250 4.11
☰ DRT - Dollar Tree Buy 609,600 2.79
☰ ISCB - Intl. Speedway B Buy 921,500 1.95
☰ HOY - Pinnacle Entertainment Inc. Buy 633,900 1.48
☰ BGGSQ - Briggs & Stratton Buy 100,000 1.38
☰ AAP - Advance Auto Parts, Inc. Buy 262,500 1.02
☰ KKD - Krispy Kreme Doughnuts Buy 400,000 0.86
☰ 702901Q - Spectrasite Inc. Buy 100,000 0.79
☰ FRFHF - Fairfax Financial Holdings Ltd. Buy 33,000 0.70
☰ BDY - Bradley Pharma Buy 175,000 0.60
☰ 2246800Q - Prime Hospitality Buy 100,000 0.21
☰ AZO - AutoZone, Inc. Buy 12,000 0.16
☰ SSD - Simpson Manufacturing Co., Inc. Reduce 9.08% 21,458 0.14
☰ CZN - Citizens Communication Reduce 9.45% 7,091 0.02
☰ TOL - Toll Brothers, Inc. Reduce 14.29% 100,000 0.48
☰ DHI - D.R. Horton, Inc. Reduce 19.05% 133,333 0.64
☰ BK - Bank of New York Reduce 55.97% 42,972 0.29
☰ UPBD - Upbound Group, Inc. Sell 100.00% 350,000 2.36
☰ 838969Q - Fidelity National Financial In Sell 100.00% 134,501 1.13
Q2 2004
☰ COKE - Coca-Cola Consolidated, Inc. Add 184.67% 1,108,000 1.44
☰ KMX - CarMax, Inc. Add 125.45% 1,755,530 4.32
☰ KSL - Kaneb Services Add 61.24% 153,100 0.97
☰ TOL - Toll Brothers, Inc. Add 45.83% 220,000 1.05
☰ AO5 - Aeropostale, Inc Add 37.50% 75,000 0.45
☰ MKL - Markel Group Inc. Add 29.73% 58,785 3.67
☰ ITIC - Investors Title Co. Add 22.62% 10,000 0.07
☰ BRYG - Berkshire Hathaway B Add 19.02% 218 0.15
☰ PTP - Platinum Underwriter Add 12.50% 50,000 0.34
☰ DHI - D.R. Horton, Inc. Add 5.00% 33,333 0.16
☰ IGT - Int'l Gaming Tech Add 4.87% 6,985 0.06
☰ SSD - Simpson Manufacturing Co., Inc. Add 1.90% 4,400 0.03
☰ PENN - PENN Entertainment, Inc. Add 1.58% 293,554 0.25
☰ C - Citigroup Inc. Add 1.15% 111 0.01
☰ BK - Bank of New York Add 1.05% 795 0.01
☰ ACF - Americredit Add 0.33% 5,710 0.03
☰ PRA-OLD - ProAssurance Corp. Buy 150,000 0.58
☰ TGIC - Triad Guaranty Buy 30,000 0.39
☰ MTLG - Metrologic Instruments Buy 50,000 0.22
☰ DX5 - Dynamex Inc Buy 36,800 0.12
☰ XOM - ExxonMobil Holdings Corp. Buy 4,528 0.05
☰ EQUUS - Equus Gaming Buy 23,250 0.01
☰ WFC - Wells Fargo & Co. Reduce 0.04% 40 0.00
☰ AES - The AES Corp. Reduce 0.13% 1,770 0.00
☰ DVD - Dover Motorsports, Inc. Reduce 0.46% 3,945 0.00
☰ ISCA - Intl. Speedway A Reduce 3.34% 3,960 0.05
☰ FMCC - Fed. Home Loan Mtg. Reduce 5.75% 3,928 0.06
☰ BRK.A - Berkshire Hathaway CL A Reduce 10.58% 11 0.26
☰ UPBD - Upbound Group, Inc. Reduce 12.50% 50,000 0.41
☰ RYL - Ryland Homes Sell 100.00% 80,000 1.77
☰ PVN - Providian Financial Corporatio Sell 100.00% 400,000 1.31
☰ HUB - Chubb Corporation Sell 100.00% 10,000 0.17
☰ 3161655Q - Mandalay Resort Group Sell 100.00% 12,000 0.17
Q1 2004
☰ IGT - Int'l Gaming Tech Add 419.78% 115,775 1.30
☰ 838969Q - Fidelity National Financial In Add 169.00% 84,501 0.83
☰ KSL - Kaneb Services Add 72.89% 105,400 0.87
☰ KMX - CarMax, Inc. Add 71.86% 585,150 2.13
☰ HRH - Hilb, Rogal, & Hamilton Add 34.66% 97,353 0.92
☰ DHI - D.R. Horton, Inc. Add 33.33% 166,667 1.10
☰ MWP - Mark West Hydro Add 30.52% 76,300 0.24
☰ TOL - Toll Brothers, Inc. Add 20.00% 80,000 0.45
☰ BHRB - Burke & Herbert Bank Add 17.10% 11,840 0.17
☰ BK - Bank of New York Add 13.53% 9,055 0.07
☰ PENN - PENN Entertainment, Inc. Add 11.36% 1,896,724 1.54
☰ WTM - White Mountains Insurance Group, Ltd. Add 10.70% 214 0.03
☰ AES - The AES Corp. Add 10.64% 133,100 0.28
☰ WFC - Wells Fargo & Co. Add 7.20% 7,640 0.05
☰ FMCC - Fed. Home Loan Mtg. Add 6.88% 4,397 0.06
☰ C - Citigroup Inc. Add 6.21% 563 0.07
☰ BRYG - Berkshire Hathaway B Add 5.52% 60 0.05
☰ MKL - Markel Group Inc. Add 2.96% 5,685 0.41
☰ ISCA - Intl. Speedway A Add 2.51% 2,898 0.03
☰ ACF - Americredit Add 2.38% 39,872 0.17
☰ BRK.A - Berkshire Hathaway CL A Add 1.96% 2 0.05
☰ MCRI - Monarch Casino & Resort, Inc. Add 1.61% 25,234 0.04
☰ DVD - Dover Motorsports, Inc. Add 0.68% 5,768 0.01
☰ UPBD - Upbound Group, Inc. Buy 400,000 3.29
☰ 2914808Q - Station Casinos Buy 251,000 2.76
☰ AO5 - Aeropostale, Inc Buy 200,000 1.81
☰ SSD - Simpson Manufacturing Co., Inc. Buy 232,000 1.42
☰ PVN - Providian Financial Corporatio Buy 400,000 1.31
☰ ITIC - Investors Title Co. Buy 44,200 0.34
☰ GS - The Goldman Sachs Group, Inc. Buy 10,000 0.26
☰ CZN - Citizens Communication Buy 75,000 0.24
☰ 3161655Q - Mandalay Resort Group Buy 12,000 0.17
☰ PVAHQ - Penn Virginia Corp Reduce 8.47% 9,800 0.17
☰ MGAM - Multimedia Games Sell 100.00% 611,300 7.71
☰ UNM - Unum Group Sell 100.00% 861,000 4.17
☰ 945852Q - Sprint PCS Sell 100.00% 991,500 1.71
☰ FDCP - First Data Corp Sell 100.00% 10,000 0.13
☰ PDSG - PDS Gaming Sell 100.00% 41,700 0.02
Q4 2003
☰ DHI - D.R. Horton, Inc. Add 235.12% 350,800 2.33
☰ 945852Q - Sprint PCS Add 98.30% 491,500 0.85
☰ MCRI - Monarch Casino & Resort, Inc. Add 94.43% 760,510 1.29
☰ AMWD-OLD - American Woodmark Corp. Add 43.00% 43,000 0.36
☰ HRH - Hilb, Rogal, & Hamilton Add 27.66% 60,850 0.60
☰ IGT - Int'l Gaming Tech Add 22.14% 5,000 0.05
☰ MKL - Markel Group Inc. Add 9.51% 16,675 1.30
☰ BRYG - Berkshire Hathaway B Add 4.62% 48 0.04
☰ BHRB - Burke & Herbert Bank Add 3.16% 2,120 0.03
☰ FMCC - Fed. Home Loan Mtg. Add 1.91% 1,198 0.02
☰ MGAM - Multimedia Games Add 1.87% 11,250 0.14
☰ C - Citigroup Inc. Add 1.86% 166 0.02
☰ BRK.A - Berkshire Hathaway CL A Add 0.99% 1 0.03
☰ AES - The AES Corp. Add 0.74% 9,175 0.03
☰ ACF - Americredit Add 0.60% 10,000 0.05
☰ PENN - PENN Entertainment, Inc. Add 0.05% 8,846 0.01
☰ KMX - CarMax, Inc. Add 0.03% 250 0.00
☰ BK - Bank of New York Add 0.01% 5 0.00
☰ 838969Q - Fidelity National Financial In Buy 50,000 0.60
☰ PMACA - PMA Capital Corporation Buy 300,000 0.47
☰ SCI - Service Corp. International Buy 200,000 0.33
☰ ISCA - Intl. Speedway A Reduce 0.05% 55 0.00
☰ DVD - Dover Motorsports, Inc. Reduce 0.61% 5,215 0.01
☰ MWP - Mark West Hydro Reduce 2.11% 5,400 0.01
☰ PDSG - PDS Gaming Reduce 60.85% 64,800 0.04
☰ LNWO - Scientific Games Sell 100.00% 367,200 1.53
☰ BCPC - Balchem Corp Sell 100.00% 40,000 0.30
☰ DLM - DelMonte Foods Sell 100.00% 30,000 0.10
Q3 2003
☰ IGT - Int'l Gaming Tech Add 300.00% 16,935 0.17
☰ AES - The AES Corp. Add 27.10% 264,845 0.72
☰ ACF - Americredit Add 11.61% 173,000 0.65
☰ MKL - Markel Group Inc. Add 6.12% 10,121 0.99
☰ MGAM - Multimedia Games Buy 600,050 7.97
☰ KMX - CarMax, Inc. Buy 814,000 4.85
☰ UNM - Unum Group Buy 861,000 4.64
☰ PTP - Platinum Underwriter Buy 400,000 4.10
☰ PRE - PartnersRe Ltd Buy 17,200 3.70
☰ HRH - Hilb, Rogal, & Hamilton Buy 220,000 2.49
☰ TOL - Toll Brothers, Inc. Buy 400,000 2.22
☰ RYL - Ryland Homes Buy 80,000 2.13
☰ PVAHQ - Penn Virginia Corp Buy 115,700 1.87
☰ MCRI - Monarch Casino & Resort, Inc. Buy 805,400 1.64
☰ KSL - Kaneb Services Buy 144,600 1.41
☰ COKE - Coca-Cola Consolidated, Inc. Buy 600,000 1.10
☰ 945852Q - Sprint PCS Buy 500,000 1.05
☰ AMWD-OLD - American Woodmark Corp. Buy 100,000 0.82
☰ MWP - Mark West Hydro Buy 255,390 0.68
☰ WTM - White Mountains Insurance Group, Ltd. Buy 2,000 0.29
☰ RGC - Regal Entertainment Buy 1,520,000 0.27
☰ HUB - Chubb Corp Buy 10,000 0.24
☰ DLM - DelMonte Foods Buy 30,000 0.10
☰ PDSG - PDS Gaming Buy 106,500 0.06
☰ FGMGQ - FL Gaming Corp Buy 27,500 0.04
☰ C - Citigroup Inc. Reduce 1.90% 172 0.03
☰ BRYG - Berkshire Hathaway B Reduce 3.62% 39 0.04
☰ DVD - Dover Motorsports, Inc. Reduce 6.61% 60,596 0.11
☰ PENN - PENN Entertainment, Inc. Reduce 7.06% 1,266,747 1.43
☰ BRK.A - Berkshire Hathaway CL A Reduce 17.89% 22 0.73
☰ FMCC - Fed. Home Loan Mtg. Reduce 22.37% 18,067 0.42
☰ ISCA - Intl. Speedway A Reduce 24.79% 38,099 0.69
☰ DHI - D.R. Horton, Inc. Reduce 28.68% 60,000 0.31
☰ BK - Bank of New York Reduce 30.95% 29,995 0.63
☰ CSX - CSX Corp. Reduce 51.23% 180,000 0.21
☰ MCRS - Micros Systems Inc. Reduce 87.34% 130,000 2.90
☰ WFC - Wells Fargo & Co. Reduce 97.56% 4,235,160 19.35
☰ 2951 - Philip Morris Co., Inc. Sell 100.00% 378,400 6.24
☰ ABT - Abbott Laboratories Sell 100.00% 12,100 0.24
☰ KO - The Coca-Cola Co. Sell 100.00% 7,992 0.17
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 9,700 0.12
Q2 2003
☰ WFC - Wells Fargo & Co. Add 2654.15% 4,183,630 19.12
☰ 2951 - Philip Morris Co., Inc. Add 552.41% 320,400 5.29
☰ MCRS - Micros Systems Inc. Add 125.02% 82,700 1.84
☰ 558319Q - AMC Entertainment Add 85.74% 103,400 0.54
☰ DHI - D.R. Horton, Inc. Add 49.43% 69,200 0.36
☰ PENN - PENN Entertainment, Inc. Add 44.05% 5,490,182 6.18
☰ ISCA - Intl. Speedway A Add 43.05% 46,255 0.83
☰ DVD - Dover Motorsports, Inc. Add 42.18% 272,155 0.50
☰ BK - Bank of New York Add 38.69% 27,036 0.56
☰ LNWO - Scientific Games Add 34.26% 93,700 0.40
☰ ACF - Americredit Add 29.02% 335,200 1.31
☰ MKL - Markel Group Inc. Add 24.34% 32,349 3.78
☰ BRK.A - Berkshire Hathaway CL A Add 6.96% 8 0.26
☰ FMCC - Fed. Home Loan Mtg. Add 5.55% 4,245 0.10
☰ BRYG - Berkshire Hathaway B Add 1.60% 17 0.02
☰ BMY - Bristol-Myers Squibb Co. Add 1.04% 100 0.00
☰ AES - The AES Corp. Buy 977,300 2.83
☰ BHRB - Burke & Herbert Bank Reduce 0.30% 200 0.01
☰ C - Citigroup Inc. Reduce 1.39% 128 0.04
☰ ABT - Abbott Laboratories Reduce 49.79% 26,732 0.41
☰ KO - The Coca-Cola Co. Reduce 50.00% 15,984 0.29
☰ CSX - CSX Corp. Reduce 89.36% 2,952,000 2.27
☰ MGAM - Multimedia Games Sell 100.00% 409,600 7.13
☰ CHDN - Churchill Downs Inc. Sell 100.00% 240,635 2.48
☰ IIVI - II VI, Inc. Sell 100.00% 58,691 0.88
☰ WTM - White Mountains Insurance Group, Ltd. Sell 100.00% 2,000 0.62
☰ 2860436Q - Liberty Media Group Sell 100.00% 33,860 0.30
Q1 2003
☰ CHDN - Churchill Downs Inc. Add 1256.84% 1,337,400 2.30
☰ MGAM - Multimedia Games Add 484.76% 339,554 5.91
☰ ACF - Americredit Add 230.00% 805,000 2.40
☰ DVD - Dover Downs Gaming COM Dover Motorsports, Inc. Add 185.91% 419,505 1.22
☰ ISCA - Intl. Speedway A Add 124.15% 59,510 2.16
☰ 558319Q - AMC Entertainment Add 101.00% 60,600 0.48
☰ DHI - D.R. Horton, Inc. Add 75.00% 60,000 0.38
☰ MKL - Markel Group Inc. Add 32.64% 32,710 5.65
☰ IGT - Int'l Gaming Tech Add 12.90% 645 0.05
☰ PENN - PENN Entertainment, Inc. Add 5.30% 627,623 1.15
☰ LNWO - Scientific Games Add 0.18% 500 0.00
☰ BRK.A - Berkshire Hathaway CL A Buy 115 6.64
☰ FMCC - Fed. Home Loan Mtg. Buy 76,514 3.68
☰ WFC - Wells Fargo & Co. Buy 157,626 3.20
☰ C - Citigroup Inc. Buy 9,201 2.87
☰ CSX - CSX Corp. Buy 3,303,324 2.54
☰ BHRB - Burke & Herbert Bank Buy 67,320 2.28
☰ BRYG - Berkshire Hathaway B Buy 1,060 2.05
☰ BK - Bank of New York Buy 69,876 1.30
☰ 2951 - Philip Morris Co., Inc. Buy 58,000 1.14
☰ ABT - Abbott Laboratories Buy 53,687 0.82
☰ WTM - White Mountains Insurance Group, Ltd. Buy 2,000 0.62
☰ KO - The Coca-Cola Co. Buy 31,968 0.59
☰ 2860436Q - Liberty Media Group Buy 33,860 0.30
☰ BMY - Bristol-Myers Squibb Co. Buy 9,600 0.18
☰ MCRS - Micros Systems Inc. Reduce 0.08% 50 0.00
☰ IIVI - II VI, Inc. Reduce 14.94% 10,309 0.24
☰ 2291233Q - Hollywood Casino Sell 100.00% 411,800 7.46
☰ MCRI - Monarch Casino & Resort, Inc. Sell 100.00% 96,000 1.95
☰ DDE - Dover Downs Gaming & Entertain Sell 100.00% 131,128 1.76
☰ KMX - CarMax, Inc. Sell 100.00% 49,518 1.31
☰ KSL - Kaneb Services Sell 100.00% 30,000 0.81
☰ PVAHQ - Penn Virginia Corp Sell 100.00% 15,000 0.80
☰ MWP - Mark West Hydro Sell 100.00% 52,500 0.44
☰ PDSG - PDS Gaming Sell 100.00% 106,500 0.18
Q4 2002
☰ 2291233Q - Hollywood Casino Add 322.01% 314,220 5.70
☰ DHI - D.R. Horton, Inc. Add 166.67% 50,000 0.64
☰ LNWO - Scientific Games Add 60.59% 103,000 1.10
☰ DVD - Dover Motorsports, Inc. Add 16.41% 31,804 0.22
☰ MGAM - Multimedia Games Add 15.69% 9,500 0.39
☰ PENN - PENN Entertainment, Inc. Add 8.82% 959,128 2.54
☰ MKL - Markel Group Inc. Add 3.92% 3,780 1.15
☰ KMX - CarMax, Inc. Buy 99,036 1.31
☰ KSL - Kaneb Services Buy 30,000 0.81
☰ PVAHQ - Penn Virginia Corp Buy 15,000 0.80
☰ MWP - Mark West Hydro Buy 52,500 0.44
☰ DDE - Dover Downs Gaming & Entertain Reduce 1.18% 1,564 0.01
☰ 558319Q - AMC Entertainment Reduce 5.06% 3,200 0.03
☰ PDSG - PDS Gaming Reduce 6.17% 7,000 0.01
☰ CHDN - Churchill Downs Inc. Reduce 6.66% 7,590 0.05
☰ IGT - Int'l Gaming Tech Reduce 11.43% 645 0.05
☰ ISCA - Intl. Speedway A Reduce 17.47% 10,150 0.47
☰ FDCP - First Data Corp Reduce 60.00% 15,000 0.49
☰ BRK.A - Berkshire Hathaway CL A Sell 100.00% 110 9.46
☰ FMCC - Fed. Home Loan Mtg. Sell 100.00% 78,999 5.14
☰ WFC - Wells Fargo & Co. Sell 100.00% 60,833 3.41
☰ C - Citigroup Inc. Sell 100.00% 91,714 3.16
☰ BRYG - Berkshire Hathaway B Sell 100.00% 966 2.77
☰ BK - Bank of New York Sell 100.00% 63,512 2.12
☰ WTM - White Mountains Insurance Group, Ltd. Sell 100.00% 2,000 0.69
☰ AES - The AES Corp. Sell 100.00% 215,000 0.63
☰ ABT - Abbott Laboratories Sell 100.00% 12,000 0.56
☰ KO - The Coca-Cola Co. Sell 100.00% 7,992 0.45
☰ 2951 - Philip Morris Co., Inc. Sell 100.00% 9,000 0.41
☰ CSX - CSX Corp. Sell 100.00% 9,518 0.29
☰ 2860436Q - Liberty Media Group Sell 100.00% 33,860 0.28
☰ BMY - Bristol-Myers Squibb Co. Sell 100.00% 9,600 0.27
☰ KMEDQ - Key 3 Media Sell 100.00% 117,200 0.00
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