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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Capco Asset Management, LLC INSTITUTION : Capco Asset Management, LLC
Capco Asset Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-05) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
PROGRESSIVE CORP OHIO    (COM) PGR 28,317,000 383,489 13.42%
MICROSOFT CORP    (COM) MSFT 27,790,000 176,207 13.17%
AUTODESK INC    (COM) ADSK 26,175,000 167,680 12.40%
MARRIOTT INTL INC NEW    (CL A) MAR 21,432,000 286,487 10.15%
APPLE INC    (COM) AAPL 17,760,000 69,841 8.41%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 16,977,000 38,910 8.04%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 16,413,000 89,773 7.78%
RITCHIE BROS AUCTIONEERS    (COM) RBA 12,903,000 377,497 6.11%
ANHEUSER-BUSCH INBEV SA/NV    (SPONSORED ADR) BUD 10,911,000 247,307 5.17%
AMAZON.COM INC    (COM) AMZN 7,481,000 3,837 3.54%
ROPER TECHNOLOGIES INC    (COM) ROP 7,030,000 22,547 3.33%
RAVEN INDS INC    (COM) RAVN 6,334,000 298,356 3.00%
LANDSTAR SYS INC    (COM) LSTR 6,155,000 64,204 2.91%
CARMAX INC    (COM) KMX 4,564,000 84,794 2.16%
FACTSET RESH SYS INC    (COM) FDS 137,000 525 0.06%
STURM RUGER & CO INC    (COM) RGR 132,000 2,600 0.06%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 126,000 1,900 0.05%
COSTAR GROUP INC    (COM) CSGP 112,000 190 0.05%
COSTCO WHSL CORP NEW    (COM) COST 108,000 380 0.05%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 89,000 346 0.04%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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