Q4 2017 Holdings
Filed 2018-02-12 | 12 holdings | $442.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $77.2K | 2,306,716 | 17.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $71.9K | 68,283 | 16.3% |
| Echostar Corp(SATS) | CL A | 278768106 | $56.2K | 937,601 | 12.7% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $48.9K | 1,931,369 | 11.1% |
| Athene Hldg LTD | CL A | G0684D107 | $36.5K | 705,946 | 8.3% |
| Open Text Corp(OTEX) | COM | 683715106 | $34.5K | 968,166 | 7.8% |
| Centennial Resource DEV Inc(CDEVEUR) | CL A | 15136A102 | $26.5K | 1,338,747 | 6.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $25.3K | 1,399,108 | 5.7% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $23.4K | 680,302 | 5.3% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $21.2K | 524,389 | 4.8% |
| Citigroup Inc(C) | COM NEW | 172967424 | $19.8K | 266,489 | 4.5% |
| Anthem Inc(ELV) | COM | 036752103 | $611 | 2,715 | 0.1% |