as of March 31, 2005
Portfolio Holdings for
holds 73 positions in its portfolio as reported in the March 2005 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penn National Gaming (PENN) | 17.1 | $195M | 6.6M | 29.38 | |
| Markel Corporation (MKL) | 10.6 | $121M | 350k | 345.21 | |
| American Tower Corporation | 9.7 | $111M | 6.1M | 18.23 | |
| CarMax (KMX) | 5.3 | $61M | 1.9M | 31.50 | |
| Americredit Corp. | 4.2 | $48M | 2.0M | 23.44 | |
| Monarch Casino & Resort (MCRI) | 3.3 | $38M | 1.9M | 19.90 | |
| 99 Cents Only Stores | 3.3 | $37M | 2.8M | 13.17 | |
| Pinnacle Entertainment | 2.6 | $29M | 1.8M | 16.70 | |
| AES Corporation (AES) | 2.5 | $29M | 1.8M | 16.38 | |
| Toll Brothers (TOL) | 2.1 | $24M | 300k | 78.85 | |
| Kaneb Services/ksl | 1.9 | $22M | 510k | 42.65 | |
| Platinum Underwriter/ptp | 1.8 | $21M | 700k | 29.70 | |
| Alliance Gaming/agi | 1.8 | $21M | 2.1M | 9.59 | |
| Hilb Rogal & Hobbs | 1.8 | $20M | 563k | 35.80 | |
| Global Imaging Systems/gisx | 1.7 | $19M | 543k | 35.46 | |
| Allmerica Financial/afc | 1.6 | $19M | 523k | 35.95 | |
| Station Casinos/stn | 1.6 | $19M | 273k | 67.55 | |
| Partner Re | 1.6 | $18M | 275k | 64.60 | |
| Argosy Gaming/agy | 1.5 | $18M | 381k | 45.92 | |
| D.R. Horton (DHI) | 1.4 | $17M | 567k | 29.24 | |
| Simpson Manufacturing (SSD) | 1.4 | $16M | 511k | 30.90 | |
| Briggs & Stratton Corporation | 1.3 | $15M | 399k | 36.41 | |
| Fairfax Financial Holdings Lim (FRFHF) | 1.2 | $14M | 95k | 149.49 | |
| Landamerica Financial Group | 1.1 | $13M | 250k | 50.03 | |
| American Woodmark Corporation (AMWD) | 1.1 | $13M | 344k | 36.28 | |
| International Speedway Corporation | 1.1 | $12M | 229k | 53.80 | |
| Montpelier Re Holdings/mrh | 0.9 | $11M | 300k | 35.15 | |
| Berkshire Hathaway (BRK.A) | 0.9 | $10M | 115.00 | 87000.00 | |
| Advance Auto Parts (AAP) | 0.8 | $9.2M | 182k | 50.45 | |
| Aeropostale | 0.8 | $9.0M | 275k | 32.75 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.8 | $8.9M | 171k | 52.31 | |
| Dynamex | 0.7 | $8.1M | 450k | 18.10 | |
| Bradley Pharmaceutical/bdy | 0.7 | $7.9M | 831k | 9.56 | |
| International Game Technology | 0.7 | $7.8M | 293k | 26.66 | |
| Isle of Capri Casinos | 0.7 | $7.8M | 295k | 26.54 | |
| International Speedway Corporation | 0.7 | $7.7M | 141k | 54.25 | |
| Willis Group Holdings | 0.6 | $7.2M | 195k | 36.87 | |
| Mark West Hydro/mwp | 0.6 | $7.2M | 326k | 21.94 | |
| Spectrasite Inc./ssi | 0.6 | $6.2M | 108k | 57.97 | |
| O'Reilly Automotive | 0.5 | $6.1M | 122k | 49.53 | |
| Citi | 0.5 | $5.3M | 117k | 44.94 | |
| Berkshire Hathaway Inc. Class B | 0.4 | $5.0M | 1.8k | 2856.25 | |
| Penn Virginia Corporation | 0.4 | $4.9M | 106k | 45.90 | |
| Federal Home Loan Mortgage (FMCC) | 0.4 | $4.6M | 72k | 63.20 | |
| Dover Motorsports | 0.4 | $4.6M | 914k | 5.05 | |
| Burke & Herbert/bhrb | 0.4 | $4.1M | 2.3k | 1815.00 | |
| Wells Fargo & Company (WFC) | 0.3 | $3.7M | 61k | 59.81 | |
| ProAssurance Corporation (PRA) | 0.3 | $3.0M | 75k | 39.49 | |
| Metrologic Instruments/mtlg | 0.2 | $2.7M | 119k | 22.48 | |
| Pma Capital Corporation Cl-a Cmn Cl | 0.2 | $2.4M | 300k | 8.00 | |
| Investors Title Company (ITIC) | 0.2 | $2.3M | 61k | 37.16 | |
| Shuffle Master | 0.2 | $2.0M | 70k | 28.96 | |
| Goldman Sachs (GS) | 0.2 | $1.9M | 17k | 110.01 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $1.8M | 3.0k | 608.58 | |
| Triad Guaranty (TGIC) | 0.1 | $1.8M | 34k | 52.62 | |
| Service Corporation International (SCI) | 0.1 | $1.5M | 200k | 7.48 | |
| MICROS Systems | 0.1 | $1.4M | 38k | 36.71 | |
| AutoZone (AZO) | 0.1 | $1.3M | 16k | 85.72 | |
| Brown & Brown (BRO) | 0.1 | $1.2M | 25k | 46.08 | |
| Magna Entertainment Corp/meca | 0.1 | $1.2M | 190k | 6.14 | |
| Bank Of New York | 0.1 | $1.1M | 37k | 29.05 | |
| Entertainment Properties Trust | 0.1 | $984k | 24k | 41.42 | |
| Dryships/drys | 0.1 | $877k | 45k | 19.49 | |
| Regal Entertainment | 0.1 | $841k | 40k | 21.02 | |
| Scripps | 0.1 | $661k | 14k | 48.77 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $568k | 9.5k | 59.61 | |
| Progressive Corporation (PGR) | 0.0 | $303k | 3.3k | 91.76 | |
| CSX Corporation (CSX) | 0.0 | $396k | 9.5k | 41.61 | |
| Corus Bankshares | 0.0 | $334k | 7.0k | 47.71 | |
| Merrill Lynch & Co. | 0.0 | $301k | 5.3k | 56.69 | |
| Delta Air Lines/dal | 0.0 | $336k | 83k | 4.05 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $205k | 6.7k | 30.45 | |
| Equus Gaming Company (EQUUS) | 0.0 | $58k | 62k | 0.94 |
