Q1 2016 Holdings
Filed 2016-05-16 | 10 holdings | $244.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $89.6K | 406,539 | 36.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $31.7K | 546,300 | 13.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $20.2K | 423,440 | 8.3% |
| Servicemaster Global Hldgs I | COM | 81761R109 | $18.0K | 477,284 | 7.4% |
| American Tower Corp New(AMT) | COM | 03027X100 | $17.2K | 167,700 | 7.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $16.0K | 261,956 | 6.6% |
| Amerco(UHAL) | COM | 023586100 | $15.5K | 43,300 | 6.3% |
| Cheniere Energy Ptnrs LP HLD | COM REP LLC IN | 16411W108 | $14.1K | 778,013 | 5.8% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $11.2K | 75,033 | 4.6% |
| HRG Group Inc | COM | 40434J100 | $10.9K | 783,300 | 4.5% |