2023-Q1

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Alphabet Inc. US02079K1079	-112K	2M	SELL	$82.58–$99.33
Alphabet Inc. US02079K3059	-32K	3.5M	SELL	$81.49–$100.20
Amazon.com, Inc. US0231351067	+180	13K	BUY	$79.02–$99.22
Elevance Health Inc. US0367521038	-19K	807K	SELL	$417.30–$477.90
Berkshire Hathaway Inc. US0846701086	-6	182	SELL	$410.75K–$453.75K
Berkshire Hathaway Inc. US0846707026	-18K	491K	SELL	$275.30–$299.25
Builders FirstSource, Inc. US12008R1077	+5K	50K	BUY	$60.62–$83.83
Capital One Financial Corporation US14040H1059	-54K	2.7M	SELL	$81.09–$112.50
CarMax, Inc. US1431301027	-138K	6.1M	SELL	$52.31–$72.26
Credit Acceptance Corporation US2253101016	-17K	781K	SELL	$344.00–$484.00
Equitable Holdings, Inc. US29452E1010	+7.2K	41K	BUY	$21.00–$30.60
Meta Platforms, Inc. US30303M1027	-1.7M	1.3M	SELL	$113.70–$195.40
Intercontinental Exchange, Inc. US45866F1049	-153K	6.1M	SELL	$88.77–$101.92
Jacobs Engineering Group Inc. US46982L1089	-56K	2.6M	SELL	$103.00–$120.00
Liberty Broadband Corporation US5303071071	-15K	877K	SELL	$67.01–$82.47
Liberty Broadband Corporation US5303073051	-51K	2.4M	SELL	$66.16–$82.12
Lithia Motors, Inc. US5367971034	+97	2.2K	BUY	$188.90–$271.00
Micron Technology, Inc. US5951121038	-101K	4.7M	SELL	$47.57–$58.54
Mohawk Industries, Inc. US6081901042	-43	11K	SELL	$86.50–$117.00
Netflix, Inc. US64110L1061	-13K	616K	SELL	$270.35–$344.95
Rimini Street, Inc. US76674Q1076	-5.5K	25K	SELL	$3.50–$4.74
The Charles Schwab Corporation US8085131055	-200K	8.2M	SELL	$47.55–$79.59
Sendas Distribuidora S.A. US81689T1043	+40K	141K	BUY
Taiwan Semiconductor Manufacturing Company Limited US8740391003	-103K	4.4M	SELL	$70.00–$90.80
UnitedHealth Group Incorporated US91324P1021	-27K	1.1M	SELL	$429.15–$498.93