Q4 2015 Holdings
Filed 2016-02-08 | 8 holdings | $491.9K | 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 | $158.8K | 695,243 | 32.3% |
| Liberty Global CL C | COMM | G5480U120 | $97.4K | 2,389,833 | 19.8% |
| Charter Communications | COMM | 16117M305 | $89.2K | 487,331 | 18.1% |
| Moodys Corp(MCO) | COMM | 615369105 | $84.5K | 842,370 | 17.2% |
| Mastercard Inc CL A(MA) | COMM | 57636Q104 | $39.3K | 403,690 | 8.0% |
| Visa Inc CL A(V) | COMM | 92826C839 | $19.4K | 250,416 | 3.9% |
| Liberty Lilac Group | COMM | G5480U153 | $2.0K | 46,045 | 0.4% |
| Interactive Brokers(IBKR) | COMM | 45841N107 | $1.2K | 27,201 | 0.2% |