Q3 2019 Holdings
Filed 2019-11-14 | 9 holdings | $63.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $38.3M | 184,900 | 60.5% |
| Autozone Inc(AZO) | COM | 053332102 | $24.7M | 22,817 | 39.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $55.3K | 1,227,500 | 0.1% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $47.9K | 659,187 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $41.6K | 331,833 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $41.0K | 20,900 | 0.1% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $32.5K | 214,680 | 0.1% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $27.4K | 1,335,785 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $26.1K | 47,500 | 0.0% |