Fact Sheets & Holding

Fact Sheets

Investor Class Fact Sheet (PDF) – Updated March 31, 2017

Institutional Class Fact Sheet (PDF) – Updated March 31, 2017

Class C Fact Sheet (PDF) – Updated March 31, 2017

 

Top Ten Holdings as of March 31, 2017

Company% of the Fund
Berkshire Hathaway7.7
Liberty Tax5.7
Greenlight Capital3.6
Apple3.2
Teradata Corp3.2
Goldcorp3.1
H&R Block3.1
Shutterfly Inc3.0
DSW Inc2.7
Blackhawk Network2.7

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