Q4 2017 Holdings
Filed 2018-02-14 | 8 holdings | $669.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $276.8K | 8,180,000 | 41.3% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $212.1K | 4,776,000 | 31.7% |
| American Tower Corp New(AMT) | COM | 03027X100 | $39.9K | 280,000 | 6.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $39.2K | 240,000 | 5.9% |
| Monro Inc(MNRO) | COM | 610236101 | $34.2K | 600,000 | 5.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $34.1K | 400,000 | 5.1% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $19.4K | 560,000 | 2.9% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $14.0K | 130,000 | 2.1% |