Q4 2019 Holdings
Filed 2020-02-14 | 24 holdings | $237.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SBA Communications Corp(SBAC) | COM | 78410G104 | $163.8K | 679,554 | 69.1% |
| Gamestop Corp New(GME) | CL A | 36467W109 | $18.5K | 3,050,000 | 7.8% |
| Viacom Inc New(0VVB) | CL B | 92556H206 | $7.5K | 178,994 | 3.2% |
| Interdigital Inc(IDCC) | COM | 45867G101 | $7.3K | 132,750 | 3.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $6.9K | 490,000 | 2.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.9K | 5,138 | 2.9% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.0K | 78,000 | 2.1% |
| Citigroup Inc(C) | COM NEW | 172967424 | $4.8K | 60,000 | 2.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $3.8K | 6,432 | 1.6% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $2.6K | 11,200 | 1.1% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $2.3K | 270,439 | 1.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $1.7K | 5,750 | 0.7% |
| Williams COS Inc del(WMB) | COM | 969457100 | $1.7K | 70,000 | 0.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $753 | 3,325 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $679 | 2 | 0.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $667 | 3,550 | 0.3% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $651 | 7,645 | 0.3% |
| Unilever NV(UNUSD) | NY SHS NEW | 904784709 | $628 | 10,925 | 0.3% |
| Peabody Energy Corp.(BTU) | COM | 704551100 | $483 | 53,000 | 0.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $188 | 3,000 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $137 | 1,100 | 0.1% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $125 | 1,843 | 0.1% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $104 | 1,100 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $65 | 1,175 | 0.0% |