Q1 2018 Holdings
Filed 2018-05-15 | 11 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hanesbrands Inc(HN9) | COM | 410345102 | $235.3K | 12,772,969 | 17.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $186.1K | 1,918,780 | 13.6% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $169.0K | 8,656,875 | 12.3% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $166.3K | 4,161,048 | 12.1% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $162.6K | 3,075,293 | 11.8% |
| CBS Corp New | CL B | 124857202 | $152.1K | 2,958,937 | 11.1% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $122.9K | 3,865,749 | 9.0% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $113.0K | 2,765,522 | 8.2% |
| Express Scripts Hldg Co | COM | 30219G108 | $37.4K | 540,793 | 2.7% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $28.3K | 689,402 | 2.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $205 | 960 | 0.0% |