Q1 2016 Holdings
Filed 2016-05-13 | 8 holdings | $542.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COMM | 893641100 | $160.9K | 730,215 | 29.7% |
| Charter Communications | COMM | 16117M305 | $112.8K | 557,331 | 20.8% |
| Liberty Global CL C | COMM | G5480U120 | $105.8K | 2,817,133 | 19.5% |
| Moodys Corp(MCO) | COMM | 615369105 | $100.4K | 1,039,799 | 18.5% |
| Mastercard Inc CL A(MA) | COMM | 57636Q104 | $38.1K | 403,690 | 7.0% |
| Visa Inc CL A(V) | COMM | 92826C839 | $21.6K | 282,516 | 4.0% |
| Liberty Lilac Group | COMM | G5480U153 | $1.7K | 46,045 | 0.3% |
| Interactive Brokers(IBKR) | COMM | 45841N107 | $1.1K | 27,201 | 0.2% |