Q1 2018 Holdings
Filed 2018-07-25 | 6 holdings | $273.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brinks Co(BCO) | COM | 109696104 | $144.5K | 2,025,751 | 52.9% |
| Bemis Inc | COM | 081437105 | $48.4K | 1,112,507 | 17.7% |
| Facebook Inc(META) | CL A | 30303M102 | $24.5K | 153,279 | 9.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $24.0K | 103,446 | 8.8% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $20.9K | 189,021 | 7.6% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $10.9K | 300,815 | 4.0% |