Instuitional Investor - Capco Asset Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Progressive Corp	PGR	252,777	$71,538,319	16.92%
2.	Marriott International Inc	MAR	248,171	$59,114,343	13.98%
3.	Markel Group Inc.	MKL	27,172	$50,800,108	12.02%
4.	Charter Communications Inc.	CHTR	103,196	$38,030,896	9%
5.	Microsoft Corp	MSFT	99,783	$37,457,403	8.86%