Q2 2018 Holdings
Filed 2018-08-14 | 9 holdings | $84.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | COM | 053332102 | $49.6M | 74,000 | 58.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $34.4M | 117,400 | 40.9% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $42.8K | 331,580 | 0.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $38.8K | 565,621 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $36.7K | 1,119,500 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $36.1K | 707,300 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $14.7K | 69,810 | 0.0% |
| O Reilly Automotive Inc New(ORLY) | COM | 67103H107 | $13.0K | 47,400 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $9.1K | 4,500 | 0.0% |