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 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 376,146 | 4,017,371 | SH | SOLE | 4,017,371 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | PFD CONV SER A | 03027X308 | 10,850 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ANNALY CAP MGMT INC | COM | 035710409 | 534 | 50,044 | SH | SOLE | 50,044 | 0 | 0 | ||
ANSYS INC | COM | 03662Q105 | 7,590 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 64,212 | 637,338 | SH | SOLE | 637,338 | 0 | 0 | ||
ARLINGTON ASSET INVT CORP | CL A NEW | 041356205 | 254 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BANK OF AMERICA CORPORATION | *W EXP 01/16/201 | 060505146 | 5,250 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 42,572 | 308,180 | SH | SOLE | 308,180 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 10,759 | 52 | SH | SOLE | 52 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 55,508 | 1,195,000 | SH | SOLE | 1,195,000 | 0 | 0 | ||
COLFAX CORP | COM | 194014106 | 294,183 | 5,163,820 | SH | SOLE | 5,163,820 | 0 | 0 | ||
CROWN CASTLE INTL CORP | CNV PFD STK SR A | 228227500 | 2,104 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 1,375 | 42,899 | SH | SOLE | 42,899 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 144,362 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
DIAMOND HILL INVESTMENT GROU | COM NEW | 25264R207 | 17,904 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F302 | 213,702 | 5,732,340 | SH | SOLE | 5,732,340 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 195,381 | 3,484,598 | SH | SOLE | 3,484,598 | 0 | 0 | ||
ENSTAR GROUP LIMITED | SHS | G3075P101 | 67,544 | 495,484 | SH | SOLE | 495,484 | 0 | 0 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 11,402 | 306,101 | SH | SOLE | 306,101 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512815101 | 3,305 | 67,100 | SH | SOLE | 67,100 | 0 | 0 | ||
LEUCADIA NATL CORP | COM | 527288104 | 2,372 | 99,500 | SH | SOLE | 99,500 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 152,527 | 6,350,000 | SH | SOLE | 6,350,000 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 78,976 | 1,715,000 | SH | SOLE | 1,715,000 | 0 | 0 | ||
MARKEL CORP | COM | 570535104 | 323,701 | 508,844 | SH | SOLE | 508,844 | 0 | 0 | ||
MARKWEST ENERGY PARTNERS L P | UNIT LTD PARTN | 570759100 | 535 | 6,965 | SH | SOLE | 6,965 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 315,873 | 4,273,180 | SH | SOLE | 4,273,180 | 0 | 0 | ||
MONRO MUFFLER BRAKE INC | COM | 610236101 | 61,148 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 328,912 | 3,480,545 | SH | SOLE | 3,480,545 | 0 | 0 | ||
NUSTAR GP HOLDINGS LLC | UNIT RESTG LLC | 67059L102 | 1,208 | 27,775 | SH | SOLE | 27,775 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 122,934 | 817,598 | SH | SOLE | 817,598 | 0 | 0 | ||
PRIMO WTR CORP | COM | 74165N105 | 7,111 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
ROPER INDS INC NEW | COM | 776696106 | 159,222 | 1,088,400 | SH | SOLE | 1,088,400 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 133,080 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
TD AMERITRADE HLDG CORP | COM | 87236Y108 | 105,412 | 3,158,900 | SH | SOLE | 3,158,900 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 1,843 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 33,777 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
VERISK ANALYTICS INC | CL A | 92345Y106 | 48,712 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 121,713 | 570,430 | SH | SOLE | 570,430 | 0 | 0 | ||
WILLIAMS COS INC DEL | COM | 969457100 | 1,009 | 18,230 | SH | SOLE | 18,230 | 0 | 0 |