Q4 2019 Holdings
Filed 2020-02-14 | 10 holdings | $122.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $121.3M | 250,000 | 99.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $269.8K | 6,000,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $192.5K | 850,000 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $167.4K | 125,000 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $132.3K | 450,000 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $90.1K | 1,675,000 | 0.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $77.0K | 1,500,000 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $66.5K | 450,000 | 0.1% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $40.9K | 700,000 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $39.8K | 275,000 | 0.0% |