Centaur Capital Partners Buys Booking Holdings Inc, Electronic Arts Inc, Interactive Brokers Group Inc, Sells Sony Corp, Alleghany Corp, Brown & Brown Inc

• New Purchases: EA,
• Added Positions: BKNG, IBKR, CAF, FB, PICO, CLCT,
• Reduced Positions: SNE, Y, BRK.B, BRO, BIF, GOOG, AER, ADX,
• Sold Out: HALL,

For the details of Zeke Ashton's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Zeke+Ashton

1. Berkshire Hathaway Inc (BRK.B) - 28,500 shares, 11.28% of the total portfolio. Shares reduced by 19.49%
2. Booking Holdings Inc (BKNG) - 2,625 shares, 9.63% of the total portfolio. Shares added by 133.33%
3. Facebook Inc (FB) - 26,500 shares, 8.06% of the total portfolio. Shares added by 26.19%
4. AerCap Holdings NV (AER) - 72,000 shares, 7.66% of the total portfolio. Shares reduced by 6.49%
5. Brown & Brown Inc (BRO) - 125,500 shares, 6.86% of the total portfolio. Shares reduced by 26.18%

Centaur Capital Partners initiated holding in Electronic Arts Inc. The purchase prices were between $111.55 and $148.93, with an estimated average price of $128.86. The stock is now traded at around $86.27. The impact to a portfolio due to this purchase was 3.79%. The holding were 17,000 shares as of 2018-09-30.

Centaur Capital Partners added to a holding in Booking Holdings Inc by 133.33%. The purchase prices were between $1824.99 and $2086.93, with an estimated average price of $1969.55. The stock is now traded at around $1899.12. The impact to a portfolio due to this purchase was 5.5%. The holding were 2,625 shares as of 2018-09-30.

Centaur Capital Partners added to a holding in Interactive Brokers Group Inc by 138.64%. The purchase prices were between $55.31 and $65.34, with an estimated average price of $60.74. The stock is now traded at around $55.25. The impact to a portfolio due to this purchase was 3.12%. The holding were 52,500 shares as of 2018-09-30.

Centaur Capital Partners added to a holding in Morgan Stanley China A Share Fund Inc by 198.08%. The purchase prices were between $20.3 and $22.82, with an estimated average price of $21.58. The stock is now traded at around $19.45. The impact to a portfolio due to this purchase was 2.05%. The holding were 77,500 shares as of 2018-09-30.

Centaur Capital Partners added to a holding in Facebook Inc by 26.19%. The purchase prices were between $160.3 and $217.5, with an estimated average price of $181.03. The stock is now traded at around $142.44. The impact to a portfolio due to this purchase was 1.67%. The holding were 26,500 shares as of 2018-09-30.

Centaur Capital Partners added to a holding in PICO Holdings Inc by 23.02%. The purchase prices were between $11.65 and $12.6, with an estimated average price of $12.29. The stock is now traded at around $9.98. The impact to a portfolio due to this purchase was 0.67%. The holding were 155,000 shares as of 2018-09-30.

Centaur Capital Partners sold out a holding in Hallmark Financial Services Inc. The sale prices were between $9.65 and $11.23, with an estimated average price of $10.6.