Q4 2017 Holdings
Filed 2018-02-14 | 10 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $4.3M | 203,413 | 97.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $29.3K | 28,000 | 0.7% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $26.0K | 650,000 | 0.6% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $17.7K | 190,600 | 0.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $15.4K | 165,201 | 0.3% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $10.8K | 198,747 | 0.2% |
| News Corp New(NWSA) | CL A | 65249B109 | $10.7K | 660,000 | 0.2% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $10.1K | 310,000 | 0.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $4.7K | 55,000 | 0.1% |
| Discovery Communications New(DISCAUSD) | COM SER A | 25470F104 | $2.2K | 100,000 | 0.1% |