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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
HARLEY DAVIDSON INC HOGCommon4,952,539-112,150318,151,106,00040,504,855,00009/30/2013
O REILLY AUTOMOTIVE INC ORLYCOM2,416,674400,114308,343,436,00081,238,449,00009/30/2013
SHERWIN WILLIAMS CO SHWCommon1,642,595342,681299,247,957,00069,683,144,00009/30/2013
DENTSPLY SIRONA Inc. XRAYCommon6,359,460141,641276,095,956,00021,414,090,00009/30/2013
KIRBY CORP KEXCommon3,102,59739,540268,529,770,00024,894,216,00009/30/2013
MOHAWK INDUSTRIES INC MHKCommon1,866,02911,918243,050,277,00034,481,331,00009/30/2013
WILLIAMS SONOMA INC WSMCommon4,279,687-915240,518,409,0001,275,564,00009/30/2013
SIGNET JEWELERS LTD SIGCommon3,223,187238,255230,941,349,00029,667,384,00009/30/2013
BROOKFIELD ASSET MANAGEMENT INC. BAMCommon5,517,864460,768206,368,114,00024,211,516,00009/30/2013
MARKEL CORP MKLCommon386,1873,473199,956,043,000-1,715,099,00009/30/2013
PALL CORP PLLCommon2,541,403-16,257195,789,688,00025,884,334,00009/30/2013
WOLVERINE WORLD WIDE INC /DE/ WWWCommon3,252,025-953,886189,365,416,000-40,319,384,00009/30/2013
IHS Inc. IHSCl A1,460,55948,116166,766,626,00019,335,825,00009/30/2013
GARMIN LTD GRMNCOM3,674,46391,158166,048,983,00036,440,842,00009/30/2013
MSC INDUSTRIAL DIRECT CO INC MSMCL A2,027,398663164,928,827,0007,937,934,00009/30/2013
MICROS SYSTEMS INC MCRSCommon3,198,45347,942159,730,743,00023,786,193,00009/30/2013
AIRGAS INC ARGCommon1,457,82330,345154,602,129,00018,335,079,00009/30/2013
TD AMERITRADE HOLDING CORP AMTDCall5,835,000-2,546,000152,760,300,000-50,814,190,00009/30/2013
AMPHENOL CORP /DE/ APHCl A1,919,740-266,910148,549,481,000-21,878,020,00009/30/2013
CABELAS INC CABCommon2,321,0611,221,423146,296,475,00075,083,918,00009/30/2013
TransDigm Group INC TDGCommon1,047,87915,401145,340,817,000-16,520,759,00009/30/2013
TEMPUR SEALY INTERNATIONAL, INC. TPXCommon3,111,9902,946,890136,803,080,000129,555,189,00009/30/2013
FIRST REPUBLIC BANK FRCCOM2,903,344-31,476135,382,931,00022,451,058,00009/30/2013
AXIALL CORP/DE/ AXLLCommon3,382,9832,845,054127,842,927,000104,937,910,00009/30/2013
Nationstar Mortgage Holdings Inc. NSMCommon2,216,637-190,646124,641,499,00034,512,824,00009/30/2013
PBF Energy Inc. PBFCL A5,448,9742,304,190122,329,466,00040,879,560,00009/30/2013
CBRE GROUP, INC. CBGCOM5,183,062-1,215,229119,884,224,000-29,579,854,00009/30/2013
PAYCHEX INC PAYXCommon2,748,784-28,069111,710,582,00010,327,679,00009/30/2013
E TRADE FINANCIAL CORP ETFCCOM6,566,704-1,084,367108,350,617,00011,488,058,00009/30/2013
Scripps Networks Interactive, Inc. SNICommon1,342,304-297,754104,847,366,000-4,642,906,00009/30/2013
ITT EDUCATIONAL SERVICES INC ESICommon3,259,418-53,072101,041,958,00020,217,202,00009/30/2013
Blackstone Group L.P. BXCOM UNIT3,727,500-1,096,00092,777,475,000-8,805,435,00009/30/2013
Banco Santander, S.A. STDCALL10,740,00010,740,00087,745,800,00087,745,800,00009/30/2013
AMETEK INC/ AMECommon1,863,402-348,37985,753,760,000-7,804,576,00009/30/2013
Blackstone Group L.P. BXCommon3,337,729635,03983,076,075,00026,157,424,00009/30/2013
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