Q1 2016 Holdings
Filed 2016-05-13 | 16 holdings | $589.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $99.1K | 1,793,500 | 16.8% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $88.3K | 22,356,800 | 15.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $87.7K | 617,930 | 14.9% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $81.1K | 1,041,000 | 13.8% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $70.5K | 1,840,000 | 11.9% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $61.6K | 2,209,000 | 10.4% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $21.7K | 107,000 | 3.7% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $20.9K | 957,500 | 3.5% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $18.8K | 85,500 | 3.2% |
| Starz | COM SER A | 85571Q102 | $18.6K | 707,500 | 3.2% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $10.0K | 507,269 | 1.7% |
| Windstream Hldgs Inc | COM NEW | 97382A200 | $3.2K | 414,833 | 0.5% |
| Liberty Interactive Corp | LBT VENT COM A | 53071M880 | $2.8K | 72,630 | 0.5% |
| Liberty Media Corp Delaware | CL A | 531229102 | $2.6K | 66,300 | 0.4% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $1.8K | 47,307 | 0.3% |
| Communications Sales&leas in | COM | 20341J104 | $1.2K | 51,800 | 0.2% |