Q1 2020 Holdings
Filed 2020-05-14 | 7 holdings | $130.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Davita Inc(DVA) | COM | 23918K108 | $108.6K | 1,428,431 | 83.2% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $11.0K | 2,234,704 | 8.5% |
| Coca Cola Co(KO) | COM | 191216100 | $6.0K | 134,801 | 4.6% |
| Loews Corp(L) | COM | 540424108 | $2.4K | 67,760 | 1.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.1K | 61,409 | 1.6% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $213 | 1,468 | 0.2% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $204 | 8,240 | 0.2% |