2015-Q3

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
CarMax, Inc. US1431301027	+120K	653K	BUY
The Walt Disney Company US2546871060	+11K	351K	BUY	$81.50–$110.14
Fastenal Company US3119001044	+25K	1M	BUY
International Business Machines Corporation US4592001014	+2.2K	101K	BUY
LKQ Corporation US5018892084	+40K	1.1M	BUY
Markel Corporation US5705351048	+807	25K	BUY
Mohawk Industries, Inc. US6081901042	+2.4K	83K	BUY
O'Reilly Automotive, Inc. US67103H1077	+7.7K	1.2M	BUY
PRA Group, Inc. US69354N1063	+10K	193K	BUY
Union Pacific Corporation US9078181081	+69K	232K	BUY
Visa Inc. US92826C8394	+3.5K	293K	BUY
Wells Fargo & Company US9497461015	-70K	565K	SELL