Q3 2018 Holdings
Filed 2018-11-14 | 13 holdings | $6.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grubhub Inc | COM | 400110102 | $1.6M | 11,696,385 | 25.7% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $1.6M | 35,271,171 | 24.8% |
| Stars Group Inc | COM | 85570W100 | $1.2M | 52,117,737 | 19.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $686.1K | 15,522,353 | 10.9% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $287.9K | 7,741,884 | 4.6% |
| Truecar Inc(5TC) | COM | 89785L107 | $262.6K | 18,626,859 | 4.2% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $183.1K | 1,646,550 | 2.9% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $173.6K | 953,854 | 2.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $163.3K | 1,314,849 | 2.6% |
| Playags Inc(AGS) | COM | 72814N104 | $47.7K | 1,617,958 | 0.8% |
| Mattel Inc(MAT) | COM | 577081102 | $35.6K | 2,265,900 | 0.6% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $35.4K | 84,021 | 0.6% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $9.5K | 250,000 | 0.2% |