Q3 2015 Holdings
Filed 2015-11-12 | 8 holdings | $419.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COMM | 893641100 | $131.7K | 619,863 | 31.4% |
| Charter Communications | COMM | 16117M305 | $88.1K | 501,231 | 21.0% |
| Moodys Corp(MCO) | COMM | 615369105 | $72.1K | 734,510 | 17.2% |
| Liberty Global CL C | COMM | G5480U120 | $71.1K | 1,733,964 | 17.0% |
| Mastercard Inc CL A(MA) | COMM | 57636Q104 | $36.4K | 403,690 | 8.7% |
| Visa Inc CL A(V) | COMM | 92826C839 | $17.4K | 250,416 | 4.2% |
| Liberty Lilac Group | COMM | G5480U153 | $1.6K | 46,045 | 0.4% |
| Interactive Brokers(IBKR) | COMM | 45841N107 | $1.1K | 27,201 | 0.3% |