Q1 2018 Holdings
Filed 2018-05-15 | 8 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $1.8M | 98,506 | 77.3% |
| Praxair Inc | COM | 74005P104 | $162.1K | 1,123,195 | 6.9% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $137.5K | 3,034,924 | 5.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $114.0K | 321,839 | 4.9% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $44.9K | 432,524 | 1.9% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $43.9K | 704,538 | 1.9% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $26.3K | 2,529,225 | 1.1% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $1.7K | 15,188 | 0.1% |