Q4 2017 Holdings
Filed 2018-02-14 | 18 holdings | $18.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $18.1M | 911,473 | 96.4% |
| Praxair Inc | COM | 74005P104 | $209.9K | 1,356,749 | 1.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $173.0K | 2,758,966 | 0.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $107.6K | 342,022 | 0.6% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $59.4K | 764,270 | 0.3% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $47.7K | 424,024 | 0.3% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $26.1K | 764,677 | 0.1% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $25.4K | 774,730 | 0.1% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $17.0K | 1,870,971 | 0.1% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $4.5K | 40,421 | 0.0% |