Holdings as of 03-31-2025
| Ticker | Company/ETF | Total Shares | Total Value ($) | CUSIP | Class | Put/Call |
|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 503,332 | $268,064,557 | 084670702 | COMMON STOCK | |
| META | META PLATFORMS INC-CLASS A | 315,144 | $181,636,396 | 30303M102 | COMMON STOCK | |
| AME | AMETEK INC | 977,434 | $168,255,489 | 031100100 | COMMON STOCK | |
| HEI.A | HEICO CORP CLASS A | 742,011 | $156,542,061 | 422806208 | COMMON STOCK | |
| PGR | PROGRESSIVE CORP | 529,154 | $149,755,874 | 743315103 | COMMON STOCK | |
| FI | FISERV INC | 629,633 | $139,041,855 | 337738108 | COMMON STOCK | |
| V | VISA INC | 393,549 | $137,923,183 | 92826C839 | COMMON STOCK | |
| KMX | CARMAX INC | 1,641,622 | $127,915,186 | 143130102 | COMMON STOCK | |
| GOOG | ALPHABET INC-CL C | 755,109 | $117,970,679 | 02079K107 | COMMON STOCK | |
| NVR | NVR INC | 13,490 | $97,726,821 | 62944T105 | COMMON STOCK | |
| BKNG | BOOKING HOLDINGS INC | 21,132 | $97,353,222 | 09857L108 | COMMON STOCK | |
| IBP | INSTALLED BUILDING PRODUCTS | 508,073 | $87,114,197 | 45780R101 | COMMON STOCK | |
| KNSL | KINSALE CAPITAL GROUP INC | 169,967 | $82,724,639 | 49714P108 | COMMON STOCK | |
| MKL | MARKEL GROUP INC | 43,402 | $81,144,813 | 570535104 | COMMON STOCK | |
| MEDP | MEDPACE HOLDINGS INC | 251,937 | $76,762,685 | 58506Q109 | COMMON STOCK | |
| SCHW | SCHWAB (CHARLES) CORP | 949,066 | $74,292,886 | 808513105 | COMMON STOCK | |
| SBUX | STARBUCKS CORP | 746,686 | $73,242,430 | 855244109 | COMMON STOCK | |
| MTB | M & T BANK CORP | 367,532 | $65,696,345 | 55261F104 | COMMON STOCK | |
| OZK | BANK OZK | 1,209,513 | $52,553,340 | 06417N103 | COMMON STOCK | |
| KEYS | KEYSIGHT TECHNOLOGIES IN | 331,011 | $49,575,517 | 49338L103 | COMMON STOCK | |
| FIVE | FIVE BELOW | 621,590 | $46,572,631 | 33829M101 | COMMON STOCK | |
| BAC | BANK OF AMERICA CORP | 998,001 | $41,646,582 | 060505104 | COMMON STOCK | |
| LULU | LULULEMON ATHLETICA INC | 143,169 | $40,525,417 | 550021109 | COMMON STOCK | |
| GOOGL | ALPHABET INC-CL A | 255,940 | $39,578,562 | 02079K305 | COMMON STOCK | |
| BRO | BROWN & BROWN INC | 294,603 | $36,648,613 | 115236101 | COMMON STOCK | |
| ANET | ARISTA NETWORKS INC | 466,528 | $36,146,589 | 040413106 | COMMON STOCK | |
| ADI | ANALOG DEVICES INC | 171,340 | $34,554,138 | 032654105 | COMMON STOCK | |
| DIS | WALT DISNEY CO/THE | 247,503 | $24,428,546 | 254687106 | COMMON STOCK | |
| FND | FLOOR & DECOR HOLDINGS INC | 233,878 | $18,820,163 | 339750101 | COMMON STOCK | |
| LFUS | LITTELFUSE INC | 80,504 | $15,838,357 | 537008104 | COMMON STOCK | |
| CACC | CREDIT ACCEPTANCE CORP | 29,851 | $15,413,564 | 225310101 | COMMON STOCK | |
| MA | MASTERCARD INC | 27,043 | $14,822,809 | 57636Q104 | COMMON STOCK | |
| JPM | JPMORGAN CHASE & CO | 44,483 | $10,911,680 | 46625H100 | COMMON STOCK | |
| BLDR | BUILDERS FIRSTSOURCE INC | 82,445 | $10,300,678 | 12008R107 | COMMON STOCK | |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | 11 | $8,782,862 | 084670108 | COMMON STOCK | |
| ALGN | ALIGN TECHNOLOGY INC | 45,135 | $7,170,146 | 016255101 | COMMON STOCK | |
| FERG | FERGUSON ENTERPRISES INC | 34,386 | $5,509,669 | 31488V107 | COMMON STOCK | |
| COF | CAPITAL ONE FINANCIAL CORP | 12,274 | $2,200,728 | 14040H105 | COMMON STOCK | |
| AAPL | APPLE INC | 9,367 | $2,080,692 | 037833100 | COMMON STOCK | |
| TSM | TAIWAN SEMICONDUCTOR | 11,550 | $1,917,300 | 874039100 | COMMON STOCK | |
| YUMC | YUM CHINA HOLDINGS INC | 36,036 | $1,876,034 | 98850P109 | COMMON STOCK | |
| CPRT | COPART INC | 27,484 | $1,555,320 | 217204106 | COMMON STOCK | |
| SPY | SPDR S&P 500 ETF TRUST | 2,567 | $1,435,954 | 78462F103 | ETF | |
| PMMF | BLACKROCK ISHS PRM MM ETF | 12,876 | $1,293,008 | 09290C756 | ETF | |
| BIRK | BIRKENSTOCK HOLDING PLC | 27,392 | $1,255,923 | M2029K104 | COMMON STOCK | |
| GLD | SPDR GOLD SHARES | 3,898 | $1,123,170 | 78463V107 | ETF | |
| ITB | ISHARES U.S. HOME CONSTRUCTION | 10,961 | $1,043,597 | 464288752 | ETF | |
| ODFL | OLD DOMINION FREIGHT LINE | 5,255 | $869,440 | 679580100 | COMMON STOCK | |
| NVO | NOVO-NORDISK A/S | 12,400 | $861,056 | 670100205 | COMMON STOCK | |
| MSFT | MICROSOFT CORP | 1,987 | $745,900 | 594918104 | COMMON STOCK | |
| DFH | DREAM FINDERS HOMES INC - A | 32,202 | $726,477 | 26154D100 | COMMON STOCK | |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 3,753 | $455,764 | 82982L103 | COMMON STOCK | |
| COST | COSTCO WHOLESALE CORP | 240 | $226,987 | 22160K105 | COMMON STOCK | |
| ISRG | INTUITIVE SURGICAL INC | 405 | $200,584 | 46120E602 | COMMON STOCK |