Q3 2016 Holdings
Filed 2016-11-14 | 14 holdings | $433.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T Mobile US Inc(TMUS) | COM | 872590104 | $79.8K | 1,708,000 | 18.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $72.5K | 501,930 | 16.7% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $65.2K | 3,259,500 | 15.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $53.1K | 247,300 | 12.3% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $50.7K | 12,164,800 | 11.7% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $38.1K | 501,000 | 8.8% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $23.8K | 711,600 | 5.5% |
| Starz | COM SER A | 85571Q102 | $21.8K | 698,161 | 5.0% |
| Ituran Location and Control(ITRN) | SHS | M6158M104 | $13.4K | 507,269 | 3.1% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $9.2K | 97,000 | 2.1% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $2.3K | 66,300 | 0.5% |
| Windstream Hldgs Inc | COM NEW | 97382A200 | $1.7K | 170,833 | 0.4% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $1.3K | 36,307 | 0.3% |
| Commercehub Inc | COM SER C | 20084V306 | $231 | 14,526 | 0.1% |