Q4 2019 Holdings
Filed 2020-02-14 | 4 holdings | $457.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $320.3M | 660,388 | 70.1% |
| Boeing Co(BA) | COM | 097023105 | $136.5M | 419,000 | 29.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $363.6K | 1,935,243 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $105.3K | 51,270 | 0.0% |