Q4 2017 Holdings
Filed 2018-02-14 | 8 holdings | $141.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indty LTD Cayman | USD CL A SHS | G3933F105 | $58.8K | 1,400,038 | 41.5% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $22.2K | 1,717,668 | 15.6% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $17.6K | 176,262 | 12.4% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $11.6K | 642,077 | 8.2% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $11.0K | 608,302 | 7.8% |
| Post Hldgs Inc(POST) | COM | 737446104 | $8.9K | 111,826 | 6.2% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $8.3K | 418,142 | 5.9% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $3.4K | 170,716 | 2.4% |