Q3 2017 Holdings
Filed 2017-11-13 | 24 holdings | $168.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $21.5K | 625,000 | 12.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $13.9K | 125,000 | 8.3% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $13.2K | 140,000 | 7.8% |
| Cimpress N.v(CMPR) | SHS | N20146101 | $11.7K | 120,000 | 7.0% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $10.9K | 260,000 | 6.5% |
| Liberty Global PLC | SHS CL A | G5480U104 | $10.7K | 315,000 | 6.3% |
| CNA Finl Corp(CNA) | COM | 126117100 | $10.1K | 200,000 | 6.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.6K | 35 | 5.7% |
| YUM Brands Inc(YUM) | COM | 988498101 | $7.0K | 95,000 | 4.2% |
| Discovery Communications Inc(DISCAUSD) | COM SER A | 25470F104 | $6.9K | 325,000 | 4.1% |
| Coca Cola Co(KO) | COM | 191216100 | $6.8K | 150,000 | 4.0% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $6.3K | 110,000 | 3.8% |
| Liberty Interactive Corp | INT COM SER A | 53071M104 | $5.6K | 239,000 | 3.3% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.5K | 150,000 | 3.3% |
| Lions Gate Entertainment Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $4.8K | 150,000 | 2.8% |
| Discovery Communications Inc(DISCKUSD) | COM SER B | 25470F302 | $4.5K | 220,000 | 2.6% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $3.8K | 95,000 | 2.3% |
| Liberty Global PLC | SHS CL C | G5480U120 | $3.3K | 100,000 | 1.9% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GROUP | 531229888 | $2.5K | 100,000 | 1.5% |
| Liberty Expedia Holdings(LEXEA) | SER A COM | 53046P109 | $2.1K | 40,000 | 1.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $2.0K | 11,000 | 1.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $2.0K | 20,680 | 1.2% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.9K | 75,000 | 1.1% |
| Scripps Networks Interactive Inc | CL A | 811065101 | $1.7K | 20,000 | 1.0% |