Q2 2017 Holdings
Filed 2017-08-14 | 6 holdings | $720.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $316.5K | 10,150,000 | 43.9% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $212.6K | 4,025,000 | 29.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $107.5K | 400,000 | 14.9% |
| Energizer Hldgs Inc New(ENR)Call | COM | 29272W109 | $38.4K | 800,000 | 5.3% |
| Realogy Hldgs Corp | COM | 75605Y106 | $24.3K | 750,000 | 3.4% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $21.0K | 300,000 | 2.9% |