Q3 2017 Holdings
Filed 2017-11-14 | 10 holdings | $268.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New York Times Co(NYT) | CL A | 650111107 | $72.5K | 3,700,000 | 27.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $48.2K | 1,400,000 | 18.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $42.3K | 1,100,000 | 15.8% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $38.2K | 1,330,000 | 14.3% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $34.2K | 4,000,000 | 12.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $18.9K | 160,000 | 7.0% |
| Commercial Metals Co(CMC) | COM | 201723103 | $7.6K | 400,000 | 2.8% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $3.2K | 450,000 | 1.2% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $3.0K | 325,000 | 1.1% |
| Hc2 Hldgs Inc | COM | 404139107 | $53 | 10,000 | 0.0% |