Q1 2019 Holdings
Filed 2019-05-15 | 10 holdings | $40.4M | 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 | $21.3M | 61,500 | 52.9% |
| Appian Corp(APPN) | CL A | 03782L101 | $9.8M | 283,264 | 24.2% |
| Carmax Inc(KMX) | COM | 143130102 | $9.2M | 131,540 | 22.7% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $18.2K | 40,106 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $17.8K | 343,955 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $15.9K | 1,654,387 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $14.5K | 82,650 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.4K | 12,300 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $13.7K | 235,729 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $2.9K | 557,189 | 0.0% |