Q2 2018 Holdings
Filed 2018-08-14 | 9 holdings | $797.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| F M C Corp(FMC) | COM NEW | 302491303 | $169.2K | 1,896,682 | 21.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $132.0K | 116,901 | 16.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $119.2K | 3,633,919 | 15.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $92.6K | 2,494,697 | 11.6% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $71.4K | 1,608,639 | 9.0% |
| Facebook Inc(META) | CL A | 30303M102 | $69.3K | 356,421 | 8.7% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $57.4K | 436,234 | 7.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $47.6K | 23,485 | 6.0% |
| Vaneck Vectors ETF TR(OSVEUR) | OIL SVCS ETF | 92189F718 | $38.4K | 1,463,425 | 4.8% |