The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALARM COM HLDGS INC | COM | 011642105 | 4,664 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMERICAN INTL GROUP INC | W EXP 01/19/202 | 026874156 | 11,572 | 509,800 | SH | SOLE | 509,800 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 554,581 | 6,303,493 | SH | SOLE | 6,303,493 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | PFD CONV SER A | 03027X308 | 9,885 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | PFD CONV SER B | 03027X407 | 49,653 | 515,984 | SH | SOLE | 515,984 | 0 | 0 | ||
ANSYS INC | COM | 03662Q105 | 8,840 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
ARLINGTON ASSET INVT CORP | CL A NEW | 041356205 | 140 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BANK OF AMERICA CORPORATION | *W EXP 01/16/201 | 060505146 | 4,199 | 732,890 | SH | SOLE | 732,890 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 53,595 | 411,007 | SH | SOLE | 411,007 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 10,347 | 53 | SH | SOLE | 53 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 164,534 | 2,773,660 | SH | SOLE | 2,773,660 | 0 | 0 | ||
COLFAX CORP | COM | 194014106 | 210,318 | 7,031,709 | SH | SOLE | 7,031,709 | 0 | 0 | ||
CROWN CASTLE INTL CORP | CNV PFD STK SR A | 22822V200 | 2,037 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 1,095 | 40,695 | SH | SOLE | 40,695 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 127,815 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
DIAMOND HILL INVESTMENT GROU | COM NEW | 25264R207 | 27,069 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 276,520 | 4,148,216 | SH | SOLE | 4,148,216 | 0 | 0 | ||
ENSTAR GROUP LIMITED | SHS | G3075P101 | 157,432 | 1,049,549 | SH | SOLE | 1,049,549 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 73,027 | 2,575,000 | SH | SOLE | 2,575,000 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512816109 | 2,870 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 150,494 | 6,260,154 | SH | SOLE | 6,260,154 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 29,847 | 750,500 | SH | SOLE | 750,500 | 0 | 0 | ||
MARKEL CORP | COM | 570535104 | 413,202 | 515,304 | SH | SOLE | 515,304 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 424,027 | 4,705,134 | SH | SOLE | 4,705,134 | 0 | 0 | ||
MONRO MUFFLER BRAKE INC | COM | 610236101 | 101,861 | 1,507,930 | SH | SOLE | 1,507,930 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 354,072 | 3,605,620 | SH | SOLE | 3,605,620 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 206,949 | 827,795 | SH | SOLE | 827,795 | 0 | 0 | ||
PRIMO WTR CORP | COM | 74165N105 | 13,036 | 1,726,613 | SH | SOLE | 1,726,613 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 211,410 | 1,349,136 | SH | SOLE | 1,349,136 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 141,399 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 102,729 | 3,226,400 | SH | SOLE | 3,226,400 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 90,825 | 2,680,000 | SH | SOLE | 2,680,000 | 0 | 0 | ||
VERISK ANALYTICS INC | CL A | 92345Y106 | 158,236 | 2,140,928 | SH | SOLE | 2,140,928 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 159,050 | 2,283,240 | SH | SOLE | 2,283,240 | 0 | 0 | ||
WMIH Corp | COM | 92936P100 | 3,900 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 |