Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $517.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Global PLCCall | SHS CL C | G5480U120 | $95.2K | 4,000,000 | 18.4% |
| Liberty Global PLCCall | SHS CL A | G5480U104 | $86.6K | 3,500,000 | 16.7% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $66.7K | 1,075,000 | 12.9% |
| Liberty Global PLC | SHS CL C | G5480U120 | $65.4K | 2,750,000 | 12.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $60.8K | 35,000 | 11.7% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $59.7K | 220,000 | 11.5% |
| Welbilt Inc | COM | 949090104 | $33.7K | 2,000,000 | 6.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $26.0K | 50,000 | 5.0% |
| Moodys Corp(MCO) | COM | 615369105 | $18.4K | 90,000 | 3.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $5.2K | 50,000 | 1.0% |