Q3  2021 |
≡ |
PRI - Primerica Inc. |
Add 1.52% |
28,559 |
0.15 |
≡ |
AMZN - Amazon.com Inc. |
Add 1.45% |
20 |
0.00 |
≡ |
MAR - Marriott Int'l. |
Add 0.65% |
21 |
0.00 |
≡ |
VVV - Valvoline Inc. |
Add 0.44% |
33,116 |
0.04 |
≡ |
GOOGL - Alphabet Inc. |
Add 0.18% |
20 |
0.00 |
≡ |
APO - Apollo Global Management |
Buy |
2,507,036 |
5.41 |
≡ |
ATH - Athene Holding Ltd. |
Buy |
430,322 |
1.04 |
≡ |
FAF - First Amer'n Corp. |
Buy |
4,000 |
0.01 |
Q2  2021 |
≡ |
FNF - Fidelity National Financial Inc. |
Buy |
6,286,646 |
9.38 |
≡ |
MA - Mastercard Inc. |
Buy |
558 |
0.01 |
≡ |
SQSP-OLD - Squarespace Inc. |
Buy |
6,000 |
0.01 |
Q1  2021 |
≡ |
DLTR - Dollar Tree Inc. |
Add 54.96% |
535,890 |
2.00 |
≡ |
UNH - United Health Group Inc. |
Add 51.08% |
83,316 |
1.01 |
≡ |
ELV - Elevance Health Inc. |
Add 50.91% |
392,594 |
4.60 |
≡ |
PGR - Progressive Corp. |
Add 44.87% |
740,387 |
2.31 |
≡ |
PRI - Primerica Inc. |
Add 13.09% |
218,581 |
1.06 |
≡ |
MAR - Marriott Int'l. |
Add 11.25% |
326 |
0.00 |
≡ |
AON - Aon Plc |
Add 2.10% |
31,515 |
0.24 |
≡ |
VVV - Valvoline Inc. |
Buy |
7,647,450 |
6.51 |
≡ |
AR - Antero Resources |
Buy |
1,500,000 |
0.50 |
Q4  2020 |
≡ |
CACC - Credit Acceptance Corp. |
Add 221.14% |
313,568 |
3.99 |
≡ |
AON - Aon Plc |
Add 13.15% |
174,099 |
1.35 |
≡ |
MCO - Moody's Corp. |
Add 4.79% |
150 |
0.00 |
≡ |
UNH - United Health Group Inc. |
Add 2.01% |
3,213 |
0.04 |
≡ |
ELV - Elevance Health Inc. |
Add 0.94% |
7,208 |
0.09 |
Q3  2020 |
≡ |
DLTR - Dollar Tree Inc. |
Add 8809.90% |
991,026 |
4.04 |
≡ |
SCHW - Charles Schwab Corp. |
Add 78.07% |
1,122,638 |
1.82 |
≡ |
AM - Antero Midstream Corp. |
Add 19.54% |
1,383,731 |
0.33 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 12.76% |
254,017 |
1.09 |
≡ |
PRI - Primerica Inc. |
Add 7.43% |
115,754 |
0.58 |
≡ |
AON - Aon Plc |
Buy |
1,323,535 |
12.19 |
≡ |
CACC - Credit Acceptance Corp. |
Buy |
141,794 |
2.14 |
≡ |
CDK-OLD - CDK Global Inc. |
Buy |
7,847 |
0.02 |
≡ |
AMZN - Amazon.com Inc. |
Buy |
1,380 |
0.01 |
Q2  2020 |
≡ |
AM - Antero Midstream Corp. |
Add 139.10% |
4,119,589 |
1.05 |
≡ |
HCA - HCA Healthcare Inc. |
Add 20.47% |
282,852 |
1.36 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 18.31% |
319,463 |
2.84 |
≡ |
META - Meta Platforms Inc. |
Add 6.42% |
21,237 |
0.24 |
≡ |
PRI - Primerica Inc. |
Add 6.10% |
89,581 |
0.52 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 4.29% |
81,880 |
0.38 |
≡ |
PGR - Progressive Corp. |
Add 2.98% |
51,276 |
0.20 |
≡ |
RYAAY - Ryanair Holdings PLC |
Buy |
621,265 |
0.82 |
Q1  2020 |
≡ |
PRI - Primerica Inc. |
Add 105.51% |
753,467 |
3.84 |
≡ |
AM - Antero Midstream Corp. |
Add 72.86% |
1,248,247 |
0.15 |
≡ |
UNH - United Health Group Inc. |
Add 65.38% |
104,011 |
1.49 |
≡ |
DLTR - Dollar Tree Inc. |
Add 44.24% |
3,450 |
0.02 |
≡ |
DHI - D.R. Horton |
Add 42.97% |
491,536 |
0.96 |
≡ |
ELV - Elevance Health Inc. |
Add 39.48% |
247,815 |
3.24 |
≡ |
AR - Antero Resources |
Add 19.70% |
1,402,121 |
0.06 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 18.39% |
271,028 |
2.85 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 3.76% |
69,237 |
0.36 |
≡ |
SCHW - Charles Schwab Corp. |
Add 1.25% |
23,292 |
0.05 |
≡ |
HCA - HCA Healthcare Inc. |
Buy |
1,381,943 |
7.15 |
≡ |
META - Meta Platforms Inc. |
Buy |
330,862 |
3.18 |
≡ |
MAR - Marriott Int'l. |
Buy |
2,897 |
0.01 |
Q4  2019 |
≡ |
AM - Antero Midstream Corp. |
Add 267.30% |
1,246,855 |
0.50 |
≡ |
PGR - Progressive Corp. |
Buy |
1,724,376 |
6.60 |
≡ |
UNH - United Health Group Inc. |
Buy |
159,089 |
2.47 |
≡ |
DLTR - Dollar Tree Inc. |
Buy |
7,799 |
0.04 |
Q3  2019 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 19.41% |
244,438 |
2.71 |
≡ |
PRI - Primerica Inc. |
Add 15.81% |
119,917 |
0.81 |
≡ |
RJF - Raymond James Financial Inc. |
Add 5.86% |
213,733 |
0.63 |
≡ |
BAC - Bank of America Corp. |
Add 0.10% |
14 |
0.00 |
≡ |
ELV - Elevance Health Inc. |
Buy |
638,397 |
8.18 |
Q2  2019 |
≡ |
AM - Antero Midstream Corp. |
Add 6.64% |
41,550 |
0.03 |
≡ |
LEN.B - Lennar Corp. CL B |
Add 2.25% |
416 |
0.00 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Buy |
1,259,424 |
14.28 |
Q1  2019 |
≡ |
AM - Antero Midstream Corp. |
Add 595.79% |
536,209 |
0.37 |
≡ |
LEN.B - Lennar Corp. CL B |
Add 42.34% |
5,504 |
0.01 |
≡ |
C - Citigroup Inc. |
Add 18.93% |
225,467 |
0.71 |
≡ |
DHI - D.R. Horton |
Add 12.29% |
140,439 |
0.29 |
≡ |
RJF - Raymond James Financial Inc. |
Add 8.33% |
283,545 |
0.76 |
≡ |
AR - Antero Resources |
Add 7.51% |
834,480 |
0.37 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 6.91% |
133,761 |
0.68 |
≡ |
LEN - Lennar Corp. |
Add 6.24% |
213,785 |
0.53 |
≡ |
GOOGL - Alphabet Inc. |
Add 3.01% |
183,840 |
0.54 |
≡ |
MCO - Moody's Corp. |
Add 0.23% |
16 |
0.00 |
Q4  2018 |
≡ |
LEN - Lennar Corp. |
Add 54.53% |
1,208,074 |
2.41 |
≡ |
DHI - D.R. Horton |
Add 43.45% |
346,061 |
0.61 |
≡ |
MCO - Moody's Corp. |
Add 35.31% |
1,790 |
0.01 |
≡ |
RJF - Raymond James Financial Inc. |
Add 9.44% |
293,631 |
0.74 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 8.10% |
145,031 |
0.72 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 6.63% |
1,400 |
0.00 |
≡ |
SCHW - Charles Schwab Corp. |
Add 2.54% |
148,449 |
0.31 |
≡ |
GOOGL - Alphabet Inc. |
Add 1.29% |
77,680 |
0.21 |
≡ |
BFH - Bread Financial Holdings Inc. |
Add 0.58% |
10,130 |
0.08 |
≡ |
META - Meta Platforms Inc. |
Buy |
842,237 |
5.62 |
≡ |
RRC - Range Resources Corp. |
Buy |
171,549 |
0.08 |
≡ |
FTDR - frontdoor Inc. |
Buy |
41,368 |
0.06 |
≡ |
AM - Antero Midstream Corp. |
Buy |
90,000 |
0.05 |
≡ |
LEN.B - Lennar Corp. CL B |
Buy |
13,000 |
0.02 |
Q3  2018 |
≡ |
AR - Antero Resources |
Add 2.08% |
226,539 |
0.17 |
≡ |
JPM - JPMorgan Chase & Co. |
Add 0.18% |
3,272 |
0.02 |
≡ |
BFH - Bread Financial Holdings Inc. |
Add 0.09% |
1,623 |
0.02 |
≡ |
SCHW - Charles Schwab Corp. |
Add 0.01% |
711 |
0.00 |
≡ |
RJF - Raymond James Financial Inc. |
Buy |
3,111,733 |
8.13 |
≡ |
LEN - Lennar Corp. |
Buy |
2,215,308 |
4.41 |
≡ |
C - Citigroup Inc. |
Buy |
1,387,683 |
4.24 |
≡ |
DHI - D.R. Horton |
Buy |
796,400 |
1.43 |
≡ |
GOOG - Alphabet Inc. CL C |
Buy |
21,120 |
0.05 |