Centaur Capital Q3 2018 13F Holdings

Centaur Capital Q3 2018 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newReduce  $6,102
-7.6%
28,500
-19.5%
11.28%
7.2%
BKNG BOOKING HLDGS INCAdd  $5,208
128.4%
2,625
133.3%
9.63%
165.0%
FB FACEBOOK INCcl aAdd  $4,358
6.8%
26,500
26.2%
8.06%
23.9%
AER AERCAP HOLDINGS NVReduce  $4,141
-0.7%
72,000
-6.5%
7.66%
15.2%
BRO BROWN & BROWN INCReduce  $3,711
-21.3%
125,500
-26.2%
6.86%
-8.7%
GOOG ALPHABET INCcap stk cl cReduce  $2,924
-6.4%
2,450
-12.5%
5.41%
8.6%
IBKR INTERACTIVE BROKERS GR...Add  $2,904
104.9%
52,500
138.6%
5.37%
137.8%
SNE SONY CORPsponsored adrReduce  $2,547
-41.2%
42,000
-50.3%
4.71%
-31.8%
BRO BROWN & BROW... BROcallAdd  $2,366
103.1%
80,000
90.5%
4.37%
135.7%
EA ELECTRONIC ARTS INCNew  $2,04817,0003.79%
SLV ISHARES SILV... SLVcallisharesAdd  $2,032
67.7%
148,000
85.0%
3.76%
94.6%
PICO PICO HLDGS INCAdd  $1,945
32.5%
155,000
23.0%
3.60%
53.7%
AER AERCAP HOLDI... AERcallReduce  $1,869
-46.9%
32,500
-50.0%
3.46%
-38.4%
BIF BOULDER GROWTH & INCOM...Reduce  $1,771
-15.9%
158,000
-22.9%
3.27%
-2.5%
FC FRANKLIN COV... FCcallAdd  $1,715
22.6%
72,500
27.2%
3.17%
42.3%
CAF MORGAN STANLEY CHINA A...Add  $1,665
177.5%
77,500
198.1%
3.08%
222.0%
CET CENTRAL SECS CORP  $1,269
5.9%
43,0000.0%2.35%
22.9%
SBUX STARBUCKS CORP SBUXcallNew  $1,22221,5002.26%
Y ALLEGHANY CORP DELReduce  $1,175
-62.8%
1,800
-67.3%
2.17%
-56.9%
ADX ADAMS DIVERSIFIED EQUI...Reduce  $1,167
0.9%
70,000
-6.7%
2.16%
17.1%
TSLA TESLA INC TSLAputNew  $6622,5001.22%
AIGWS AMERICAN INTL GROUP INC*w exp 01/19/202  $621
0.8%
42,5000.0%1.15%
17.0%
DBA INVESCO DB M... DBAcallagriculture fdReduce  $465
-82.1%
27,500
-81.0%
0.86%
-79.3%
CLCT COLLECTORS UNIVERSE INCAdd  $200
13.0%
13,500
12.5%
0.37%
31.2%
HALL HALLMARK FINL SVCS INC ECSold out  $0-23,000-0.37%
BKNG BOOKING HLDG... BKNGcallSold out  $0-700-2.26%
GLD SPDR GOLD TRUST GLDcallSold out  $0-15,000-2.84%
MCK MCKESSON CORP MCKcallSold out  $0-21,000-4.46%
CSCO CISCO SYS INC CSCOcallSold out  $0-126,000-8.64%