Q2 2019 Holdings
Filed 2019-08-14 | 10 holdings | $46.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $24.3M | 61,500 | 52.8% |
| Carmax Inc(KMX) | COM | 143130102 | $11.4M | 131,540 | 24.8% |
| Appian Corp(APPN) | CL A | 03782L101 | $10.2M | 283,264 | 22.2% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $18.6K | 343,955 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $16.6K | 34,273 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $16.5K | 1,654,387 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $15.8K | 14,600 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.8K | 235,729 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $4.3K | 30,963 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $3.1K | 557,189 | 0.0% |