Q1 2019 Holdings
Filed 2019-05-14 | 102 holdings | $406.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $86.8M | 3,821,102 | 21.4% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $234.2M | 228,686 | 57.6% |