Q4 2024 Holdings
Filed 2025-02-13 | 14 holdings | $269.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| EQT Corp(EQT) | COM | 26884L109 | $63.5M | 1,376,305 | 23.6% |
| Echostar Corp(SATS) | CL A | 278768106 | $41.8M | 1,824,646 | 15.5% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $29.7M | 4,689,398 | 11.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $26.2M | 434,057 | 9.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $24.1M | 322,556 | 9.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $20.7M | 108,830 | 7.7% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $20.6M | 937,619 | 7.7% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $12.4M | 370,272 | 4.6% |
| IHS Holding Limited(IHS) | ORD SHS | G4701H109 | $12.0M | 4,116,937 | 4.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $8.6M | 102,100 | 3.2% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $4.3M | 674,342 | 1.6% |
| Aris MNG Corp(ARIS) | COM | 04040Y109 | $4.0M | 1,146,338 | 1.5% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $680.9K | 1 | 0.3% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $477.4K | 20,937 | 0.2% |