Q3 2018 Holdings
Filed 2018-11-13 | 8 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $1.2M | 98,506 | 69.7% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $153.1K | 2,893,750 | 8.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $148.5K | 436,087 | 8.4% |
| Praxair Inc | COM | 74005P104 | $146.2K | 911,914 | 8.2% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $36.4K | 661,258 | 2.1% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $27.2K | 363,354 | 1.5% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $24.4K | 3,642,412 | 1.4% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $1.3K | 15,188 | 0.1% |