Q1 2019 Holdings
Filed 2019-05-15 | 7 holdings | $45.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ADT Inc(ADT) | COM | 00090Q103 | $30.2M | 4,729,000 | 66.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $14.7M | 685,000 | 32.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $64.3K | 700,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $57.7K | 286,930 | 0.1% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $47.9K | 1,252,105 | 0.1% |
| Imax Corp(IMAX) | COM | 45245E109 | $46.0K | 2,025,361 | 0.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $33.4K | 303,013 | 0.1% |