2015-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
CarMax, Inc. US1431301027	+28K	681K	BUY
The Walt Disney Company US2546871060	+5.4K	357K	BUY	$91.40–$112.69
Fastenal Company US3119001044	+2.7K	1M	BUY
International Business Machines Corporation US4592001014	-662	100K	SELL
LKQ Corporation US5018892084	+42K	1.2M	BUY
Markel Corporation US5705351048	+374	25K	BUY
Mohawk Industries, Inc. US6081901042	+1.4K	85K	BUY
O'Reilly Automotive, Inc. US67103H1077	-13K	1.2M	SELL
PRA Group, Inc. US69354N1063	+983	194K	BUY
Stericycle, Inc. US8589121081	+74K	78K	BUY
Union Pacific Corporation US9078181081	+2.6K	235K	BUY
Visa Inc. US92826C8394	+2K	295K	BUY
Wells Fargo & Company US9497461015	+12K	577K	BUY