Q1 2016 Holdings
Filed 2016-05-16 | 17 holdings | $238.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $28.2K | 534,641 | 11.8% |
| Equifax Inc(EFX) | COM | 294429105 | $21.5K | 187,678 | 9.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $19.9K | 26,662 | 8.3% |
| CBS Corp New | CL B | 124857202 | $18.3K | 332,243 | 7.7% |
| Imax Corp(IMAX) | COM | 45245E109 | $17.5K | 563,476 | 7.4% |
| Liberty Global PLC | SHS CL A | G5480U104 | $17.3K | 450,423 | 7.3% |
| Starz | COM SER A | 85571Q102 | $15.7K | 597,597 | 6.6% |
| News Corp New(NWSA) | CL A | 65249B109 | $15.0K | 1,173,230 | 6.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $14.9K | 244,573 | 6.3% |
| Time Inc New | COM | 887228104 | $12.3K | 793,757 | 5.2% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $10.4K | 270,132 | 4.4% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $10.3K | 54,909 | 4.3% |
| Eros Intl PLC | SHS NEW | G3788M114 | $9.1K | 790,686 | 3.8% |
| Liberty Global PLC | LILAC SHS CL A | G5480U138 | $8.9K | 252,571 | 3.7% |
| Linkedin Corp | COM CL A | 53578A108 | $8.8K | 77,307 | 3.7% |
| Time Warner Inc | COM NEW | 887317303 | $6.0K | 82,498 | 2.5% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $4.0K | 224,477 | 1.7% |