Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $646.0K | 98,506 | 54.6% |
| Linde PLC(LIN) | COM | G5494J103 | $148.6K | 952,432 | 12.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $148.0K | 519,257 | 12.5% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $112.7K | 2,723,121 | 9.5% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $44.5K | 5,086,030 | 3.8% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $27.7K | 643,458 | 2.3% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $26.6K | 404,893 | 2.3% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $14.9K | 353,154 | 1.3% |
| Electronic Arts Inc(EA) | COM | 285512109 | $14.6K | 184,600 | 1.2% |