Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $718.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Twenty First Centy FOX Inc | CL A | 90130A101 | $127.0K | 2,741,071 | 17.7% |
| Anthem Inc(ELV) | COM | 036752103 | $106.8K | 389,566 | 14.9% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $102.6K | 2,758,962 | 14.3% |
| Humana Inc(HUM) | COM | 444859102 | $82.0K | 242,120 | 11.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $80.0K | 67,070 | 11.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $61.4K | 509,187 | 8.5% |
| Ashland Global Hldgs Inc(ASH) | COM | 044186104 | $56.5K | 673,814 | 7.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $56.0K | 309,800 | 7.8% |
| Brunswick Corp(BC) | COM | 117043109 | $30.6K | 456,215 | 4.3% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $15.4K | 628,647 | 2.1% |