Q4 2017 Holdings
Filed 2018-02-14 | 11 holdings | $275.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centurylink Inc(CTLEUR) | COM | 156700106 | $50.3K | 3,017,516 | 18.3% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $48.0K | 1,005,796 | 17.5% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $41.3K | 1,040,832 | 15.0% |
| Pandora Media Inc | COM | 698354107 | $35.5K | 7,361,034 | 12.9% |
| Dell Technologies Inc | COM CL V | 24703L103 | $31.6K | 389,369 | 11.5% |
| Liberty Global PLC | SHS CL C | G5480U120 | $31.5K | 929,628 | 11.4% |
| AMC Entmt Hldgs Inc | CL A COM | 00165C104 | $22.2K | 1,467,787 | 8.1% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $7.0K | 376,367 | 2.6% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $3.3K | 11,531 | 1.2% |
| Pandora Media IncCall | COM | 698354107 | $2.7K | 551,400 | 1.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $1.6K | 41,915 | 0.6% |