Q3 2018 Holdings
Filed 2018-11-14 | 12 holdings | $74.3M | 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 | $73.3M | 225,000 | 98.7% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $203.6K | 5,750,000 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $198.1K | 925,000 | 0.3% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $104.3K | 750,000 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $83.3K | 69,000 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $72.7K | 560,000 | 0.1% |
| Davita Inc(DVA) | COM | 23918K108 | $71.6K | 1,000,000 | 0.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $62.1K | 500,000 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $61.0K | 250,000 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $55.9K | 495,000 | 0.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $53.2K | 1,000,000 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $28.4K | 500,000 | 0.0% |