Q1 2020 Holdings
Filed 2020-05-11 | 160 holdings | $17.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $10.5K | 66,337 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.6K | 74,650 | 0.1% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $238.0K | 649 | 1.4% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $343.0K | 14,110 | 2.0% |
| Conocophillips(COP) | COM | 20825C104 | $469.0K | 15,231 | 2.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $1.6M | 27,442 | 9.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $1.7M | 5,461 | 10.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.6M | 13,570 | 15.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $3.4M | 87,022 | 20.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $6.3M | 82,444 | 37.0% |