Q1 2019 Holdings
Filed 2019-05-15 | 12 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $1.2M | 35,271,171 | 25.5% |
| Stars Group Inc | COM | 85570W100 | $908.9K | 52,004,224 | 19.2% |
| Grubhub Inc | COM | 400110102 | $812.3K | 11,696,385 | 17.2% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $539.2K | 15,522,353 | 11.4% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $384.9K | 10,980,060 | 8.1% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $319.4K | 1,587,511 | 6.7% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $247.4K | 2,089,198 | 5.2% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $145.7K | 1,324,634 | 3.1% |
| Truecar Inc(5TC) | COM | 89785L107 | $123.7K | 18,626,859 | 2.6% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $39.2K | 84,021 | 0.8% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $4.9K | 254,376 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $246 | 5,088 | 0.0% |