Q1 2018 Holdings
Filed 2018-05-15 | 13 holdings | $47.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $46.7M | 150,000 | 98.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $157.2K | 4,600,000 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $148.8K | 746,000 | 0.3% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $145.5K | 1,500,000 | 0.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $71.6K | 69,000 | 0.2% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $71.1K | 725,000 | 0.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $69.6K | 500,000 | 0.1% |
| Davita Inc(DVA) | COM | 23918K108 | $59.3K | 900,000 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $57.9K | 1,000,000 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $51.6K | 250,000 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $44.0K | 400,000 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $33.2K | 500,000 | 0.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $27.2K | 500,000 | 0.1% |