as of March 31, 2006
Portfolio Holdings for
holds 53 positions in its portfolio as reported in the March 2006 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Penn National Gaming (PENN) | 20.7 | $296M | 7.0M | 42.18 | |
| American Tower Corporation | 16.6 | $238M | 7.9M | 30.32 | |
| Markel Corporation (MKL) | 9.0 | $129M | 382k | 337.68 | |
| 99 Cents Only Stores | 5.3 | $76M | 5.6M | 13.56 | |
| Americredit Corp. | 4.9 | $71M | 2.3M | 30.73 | |
| CarMax (KMX) | 4.7 | $68M | 2.1M | 32.68 | |
| Pinnacle Entertainment | 4.4 | $63M | 2.2M | 28.17 | |
| Monarch Casino & Resort (MCRI) | 3.8 | $55M | 1.9M | 28.39 | |
| Bally Technologies | 2.6 | $37M | 2.2M | 16.99 | |
| O'Reilly Automotive | 2.1 | $30M | 818k | 36.56 | |
| Simpson Manufacturing (SSD) | 2.0 | $28M | 653k | 43.30 | |
| American Woodmark Corporation (AMWD) | 1.9 | $28M | 789k | 35.50 | |
| Toll Brothers (TOL) | 1.8 | $26M | 744k | 34.63 | |
| AES Corporation (AES) | 1.8 | $26M | 1.5M | 17.06 | |
| Hilb Rogal & Hobbs | 1.8 | $25M | 614k | 41.22 | |
| Isle of Capri Casinos | 1.6 | $23M | 682k | 33.28 | |
| Station Casinos/stn | 1.6 | $22M | 281k | 79.37 | |
| D.R. Horton (DHI) | 1.5 | $21M | 639k | 33.22 | |
| Global Imaging Systems/gisx | 1.4 | $21M | 543k | 37.98 | |
| Boyd Gaming Corporation (BYD) | 1.1 | $17M | 331k | 49.94 | |
| International Game Technology | 1.0 | $15M | 418k | 35.22 | |
| International Speedway Corporation | 0.8 | $11M | 214k | 50.90 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $10M | 113.00 | 90353.98 | |
| International Speedway Corporation | 0.7 | $9.6M | 190k | 50.50 | |
| Dynamex | 0.6 | $9.0M | 465k | 19.32 | |
| Mark West Hydro/mwp | 0.5 | $7.5M | 329k | 22.90 | |
| Penn Virginia Corporation | 0.5 | $7.5M | 106k | 71.00 | |
| Bradley Pharmaceutical/bdy | 0.4 | $6.3M | 423k | 14.87 | |
| Berkshire Hathaway Inc. Class B | 0.4 | $5.9M | 2.0k | 3011.75 | |
| Ing Pref 6.125% 01/15/11 p | 0.3 | $4.9M | 200k | 24.40 | |
| Dover Motorsports | 0.3 | $4.2M | 770k | 5.49 | |
| Federal Home Loan Mortgage (FMCC) | 0.3 | $4.1M | 68k | 61.00 | |
| Wells Fargo & Company (WFC) | 0.3 | $3.8M | 60k | 63.87 | |
| Goldman Sachs (GS) | 0.2 | $3.5M | 22k | 156.97 | |
| Fairfax Financial Holdings Lim (FRFHF) | 0.2 | $3.5M | 33k | 107.22 | |
| W. P. Carey & Co | 0.2 | $3.1M | 117k | 26.78 | |
| Investors Title Company (ITIC) | 0.2 | $2.6M | 61k | 42.93 | |
| Lennar Corporation (LEN) | 0.2 | $2.4M | 40k | 60.38 | |
| Pulte (PHM) | 0.2 | $2.4M | 62k | 38.41 | |
| Shuffle Master | 0.2 | $2.5M | 70k | 35.74 | |
| KB Home (KBH) | 0.2 | $2.3M | 36k | 64.97 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $2.4M | 4.0k | 594.59 | |
| Big 5 Sporting Goods Corporation | 0.2 | $2.3M | 116k | 19.58 | |
| Odyssey Re Corp./orh | 0.1 | $2.2M | 100k | 21.70 | |
| MICROS Systems | 0.1 | $1.8M | 39k | 46.07 | |
| Quanta Cap. Holdings | 0.1 | $991k | 330k | 3.00 | |
| Brown & Brown (BRO) | 0.1 | $830k | 25k | 33.20 | |
| Progressive Corporation (PGR) | 0.0 | $505k | 4.8k | 104.21 | |
| CSX Corporation (CSX) | 0.0 | $569k | 9.5k | 59.78 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $519k | 8.5k | 60.86 | |
| White River Capital | 0.0 | $481k | 28k | 17.06 | |
| Entertainment Properties Trust | 0.0 | $363k | 8.7k | 41.94 | |
| Equus Gaming Company (EQUUS) | 0.0 | $12k | 46k | 0.26 |
