Q3 2018 Holdings
Filed 2018-11-14 | 11 holdings | $43.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $24.3M | 74,500 | 55.5% |
| Carmax Inc(KMX) | COM | 143130102 | $11.7M | 156,040 | 26.6% |
| Appian Corp(APPN) | CL A | 03782L101 | $7.7M | 233,264 | 17.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $18.3K | 49,106 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $16.2K | 1,654,387 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $15.8K | 67,100 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $15.8K | 285,955 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.7K | 12,300 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.1K | 104,020 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $3.5K | 557,189 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $663 | 2,900 | 0.0% |