Q2 2019 Holdings
Filed 2019-08-14 | 13 holdings | $751.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLCCall | SHS CL A | G5480U104 | $135.0K | 5,000,000 | 18.0% |
| Liberty Global PLCCall | SHS CL C | G5480U120 | $86.2K | 3,250,000 | 11.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $73.4K | 38,750 | 9.8% |
| Invesco QQQ TR(QQQ)Put | UNIT SER 1 | 46090E103 | $65.4K | 350,000 | 8.7% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $63.5K | 240,000 | 8.5% |
| Liberty Global PLC | SHS CL C | G5480U120 | $61.7K | 2,325,000 | 8.2% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $61.5K | 1,000,000 | 8.2% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $58.6K | 200,000 | 7.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $36.3K | 75,000 | 4.8% |
| Welbilt Inc | COM | 949090104 | $33.8K | 2,025,000 | 4.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $28.7K | 275,000 | 3.8% |
| Tempur Sealy Intl Inc(SGI)Call | COM | 88023U101 | $25.7K | 350,000 | 3.4% |
| Moodys Corp(MCO) | COM | 615369105 | $21.5K | 110,000 | 2.9% |