Q1 2018 Holdings
Filed 2018-05-15 | 10 holdings | $960.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altaba Inc(AABAUSD) | COM | 021346101 | $252.6K | 3,411,064 | 26.3% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $222.7K | 6,070,034 | 23.2% |
| Time Warner Inc | COM NEW | 887317303 | $110.7K | 1,170,000 | 11.5% |
| Anthem Inc(ELV) | COM | 036752103 | $81.3K | 370,266 | 8.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $72.3K | 70,070 | 7.5% |
| Humana Inc(HUM) | COM | 444859102 | $69.3K | 257,620 | 7.2% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $58.7K | 1,902,112 | 6.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $42.0K | 490,366 | 4.4% |
| Ashland Global Hldgs Inc(ASH) | COM | 044186104 | $36.6K | 524,314 | 3.8% |
| Brunswick Corp(BC) | COM | 117043109 | $14.0K | 235,319 | 1.5% |