Q2 2017 Holdings
Filed 2017-08-14 | 6 holdings | $586.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $172.6K | 642,100 | 29.4% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $161.6K | 12,664,000 | 27.6% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $87.5K | 9,188,000 | 14.9% |
| Moodys Corp(MCO) | COM | 615369105 | $80.3K | 660,000 | 13.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $68.6K | 731,000 | 11.7% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $15.9K | 411,600 | 2.7% |