Q4 2014 Holdings
Filed 2015-02-17 | 11 holdings | $226.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iron Mountain Inc | Common Stocks | 462846106 | $31.1K | 805,500 | 13.7% |
| Outerwall Inc | Common Stocks | 690070107 | $28.2K | 375,000 | 12.4% |
| Liberty Interactive Corp | Common Stocks | 53071M104 | $26.5K | 900,000 | 11.7% |
| Liberty Ventures | Common Stocks | 53071M880 | $26.4K | 700,000 | 11.6% |
| NCR Corporation(VYX) | Common Stocks | 62886E108 | $24.8K | 850,000 | 10.9% |
| Equinix Inc | Common Stocks | 29444U502 | $24.3K | 106,983 | 10.7% |
| Vantiv Inc | Common Stocks | 92210H105 | $22.0K | 650,000 | 9.7% |
| Liberty Broadband(LBRDK) | Common Stocks | 530307305 | $17.4K | 350,000 | 7.7% |
| Global Eagle Entertainment I | Common Stocks | 37951D102 | $17.2K | 1,262,100 | 7.6% |
| UTI Worldwide Inc | Common Stocks | G87210103 | $7.5K | 625,000 | 3.3% |
| Liberty Broadband-Rights | Right | 530307115 | $1.4K | 150,000 | 0.6% |