Q4 2019 Holdings
Filed 2020-02-14 | 12 holdings | $5.6M | 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 | $1.7M | 36,013,357 | 29.6% |
| Stars Group Inc | COM | 85570W100 | $1.4M | 53,925,897 | 25.1% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $710.0K | 15,522,353 | 12.7% |
| Grubhub Inc | COM | 400110102 | $681.4K | 14,008,694 | 12.2% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $637.8K | 13,874,060 | 11.4% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $302.5K | 2,385,692 | 5.4% |
| Truecar Inc(5TC) | COM | 89785L107 | $88.5K | 18,626,859 | 1.6% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $54.3K | 194,255 | 1.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $44.6K | 309,854 | 0.8% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $11.6K | 125,000 | 0.2% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $5.8K | 226,589 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $274 | 5,088 | 0.0% |