Q4 2017 Holdings
Filed 2018-02-14 | 11 holdings | $846.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $170.2K | 4,250,000 | 20.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $133.8K | 675,000 | 15.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $131.8K | 1,500,000 | 15.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $65.6K | 500,000 | 7.8% |
| Davita Inc(DVA) | COM | 23918K108 | $65.0K | 900,000 | 7.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $57.9K | 55,000 | 6.8% |
| Starbucks Corp(SBUX) | COM | 855244109 | $51.7K | 900,000 | 6.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $49.0K | 500,000 | 5.8% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $47.5K | 250,000 | 5.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $42.8K | 400,000 | 5.1% |
| Nike Inc(NKE) | CL B | 654106103 | $31.3K | 500,000 | 3.7% |