Q3 2017 Holdings
Filed 2017-11-14 | 20 holdings | $34.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $34.1M | 2,062,997 | 98.1% |
| Praxair Inc | COM | 74005P104 | $180.8K | 1,294,319 | 0.5% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $175.0K | 2,712,801 | 0.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $88.4K | 348,848 | 0.3% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $61.8K | 796,650 | 0.2% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $50.4K | 475,744 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $36.2K | 543,563 | 0.1% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $30.0K | 788,577 | 0.1% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $29.7K | 813,990 | 0.1% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $4.9K | 758,941 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $3.8K | 31,811 | 0.0% |