Q4 2017 Holdings
Filed 2018-02-14 | 7 holdings | $878.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-02-16) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $243.1K | 885,200 | 27.7% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $165.0K | 8,861,300 | 18.8% |
| Companhia Brasileira de Dist | SPN ADR PFD CL A | 20440T201 | $150.4K | 14,389,200 | 17.1% |
| Companhia de Saneamento Basi(SAJA)A | SPONSORED ADR | 20441A102 | $150.4K | 14,389,200 | 17.1% |
| Moodys Corp(MCO) | COM | 615369105 | $94.2K | 638,000 | 10.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $85.1K | 746,000 | 9.7% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $82.0K | 2,253,100 | 9.3% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $58.6K | 749,300 | 6.7% |