Q1 2018 Holdings
Filed 2018-05-15 | 11 holdings | $575.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLC | SHS CL C | G5480U120 | $255.0K | 8,380,000 | 44.4% |
| Prestige Brands Hldgs Inc(PBH) | COM | 74112D101 | $86.0K | 2,550,000 | 15.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $42.7K | 450,000 | 7.4% |
| American Tower Corp New(AMT) | COM | 03027X100 | $40.0K | 275,000 | 7.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $34.3K | 400,000 | 6.0% |
| Moodys Corp(MCO) | COM | 615369105 | $29.0K | 180,000 | 5.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $22.2K | 130,000 | 3.9% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $18.9K | 500,000 | 3.3% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $18.5K | 350,000 | 3.2% |
| Monro Inc(MNRO) | COM | 610236101 | $17.7K | 330,000 | 3.1% |
| Welbilt Inc | COM | 949090104 | $10.7K | 550,000 | 1.9% |