Q2 2018 Holdings
Filed 2018-08-14 | 8 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $1.4M | 98,506 | 69.8% |
| Praxair Inc | COM | 74005P104 | $197.1K | 1,204,180 | 9.9% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $157.1K | 3,034,924 | 7.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $149.4K | 457,582 | 7.5% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $43.5K | 704,538 | 2.2% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $30.6K | 387,524 | 1.5% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $21.5K | 2,821,997 | 1.1% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $1.5K | 15,188 | 0.1% |