as of March 31, 2007
Portfolio Holdings for
holds 55 positions in its portfolio as reported in the March 2007 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| American Tower Corporation | 17.4 | $319M | 8.2M | 38.95 | |
| Penn National Gaming (PENN) | 17.1 | $314M | 7.4M | 42.42 | |
| Markel Corporation (MKL) | 10.9 | $199M | 411k | 484.83 | |
| CarMax (KMX) | 5.9 | $108M | 4.4M | 24.54 | |
| 99 Cents Only Stores | 5.5 | $102M | 6.9M | 14.73 | |
| Americredit Corp. | 4.0 | $74M | 3.2M | 22.86 | |
| Pinnacle Entertainment | 3.2 | $59M | 2.0M | 29.07 | |
| Bally Technologies | 3.0 | $56M | 2.4M | 23.58 | |
| Monarch Casino & Resort (MCRI) | 2.5 | $47M | 1.8M | 26.00 | |
| O'Reilly Automotive | 2.4 | $44M | 1.3M | 33.10 | |
| Simpson Manufacturing (SSD) | 2.3 | $43M | 1.4M | 30.84 | |
| AES Corporation (AES) | 1.9 | $34M | 1.6M | 21.52 | |
| Pool Corporation (POOL) | 1.7 | $32M | 888k | 35.80 | |
| Hilb Rogal & Hobbs | 1.7 | $31M | 627k | 49.05 | |
| American Woodmark Corporation (AMWD) | 1.6 | $29M | 799k | 36.76 | |
| Isle of Capri Casinos | 1.6 | $28M | 1.1M | 25.62 | |
| Boyd Gaming Corporation (BYD) | 1.4 | $25M | 529k | 47.64 | |
| Mark West Hydro/mwp | 1.2 | $22M | 362k | 62.00 | |
| Global Imaging Systems/gisx | 1.1 | $21M | 1.1M | 19.50 | |
| Station Casinos/stn | 1.1 | $20M | 235k | 86.57 | |
| International Game Technology | 1.0 | $19M | 475k | 40.38 | |
| Flagstone Reinsurance Hldgs | 1.0 | $18M | 1.3M | 13.48 | |
| Toll Brothers (TOL) | 0.9 | $16M | 600k | 27.38 | |
| Lamar Advertising Company | 0.7 | $13M | 204k | 62.97 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $13M | 127.00 | 100409.45 | |
| Dynamex | 0.7 | $13M | 491k | 25.44 | |
| D.R. Horton (DHI) | 0.7 | $13M | 567k | 22.00 | |
| WESCO International (WCC) | 0.7 | $13M | 200k | 62.78 | |
| International Speedway Corporation | 0.6 | $11M | 212k | 51.70 | |
| Affordable Residential Communi | 0.5 | $9.2M | 761k | 12.13 | |
| Bradley Pharmaceutical/bdy | 0.5 | $8.4M | 439k | 19.19 | |
| Quanta Pfd 10.25 Series A p | 0.5 | $8.5M | 440k | 19.25 | |
| Iron Mountain Incorporated | 0.4 | $8.1M | 308k | 26.13 | |
| Berkshire Hathaway Inc. Class B | 0.4 | $7.8M | 2.1k | 3639.91 | |
| Penn Virginia Corporation | 0.4 | $7.8M | 106k | 73.40 | |
| International Speedway Corporation | 0.4 | $6.6M | 129k | 51.10 | |
| Goldman Sachs (GS) | 0.3 | $4.9M | 24k | 206.62 | |
| Ing Pref 6.125% 01/15/11 p | 0.3 | $5.0M | 200k | 25.16 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.6M | 134k | 34.43 | |
| Federal Home Loan Mortgage (FMCC) | 0.2 | $4.4M | 75k | 59.49 | |
| Dover Motorsports | 0.2 | $4.5M | 849k | 5.25 | |
| Knight Transportation | 0.2 | $4.3M | 243k | 17.82 | |
| Investors Title Company (ITIC) | 0.2 | $3.1M | 61k | 50.33 | |
| Big 5 Sporting Goods Corporation (BGFV) | 0.1 | $2.8M | 108k | 25.92 | |
| Blackbaud (BLKB) | 0.1 | $2.0M | 80k | 24.42 | |
| MICROS Systems | 0.1 | $2.0M | 37k | 53.99 | |
| Shuffle Master | 0.1 | $1.3M | 70k | 18.24 | |
| Quanta Cap. Holdings | 0.1 | $865k | 414k | 2.09 | |
| Bancshares Of Florida/bofl | 0.1 | $945k | 50k | 18.90 | |
| CSX Corporation (CSX) | 0.0 | $762k | 19k | 40.03 | |
| Brown & Brown (BRO) | 0.0 | $676k | 25k | 27.04 | |
| White River Capital | 0.0 | $654k | 28k | 23.19 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $638k | 8.5k | 75.48 | |
| Progressive Corporation (PGR) | 0.0 | $277k | 13k | 21.86 | |
| Entertainment Properties Trust | 0.0 | $446k | 7.4k | 60.27 |
