Q1 2018 Holdings
Filed 2018-05-15 | 8 holdings | $137.3K | 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 | $48.3K | 1,400,038 | 35.2% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $20.1K | 1,975,931 | 14.6% |
| Post Hldgs Inc(POST) | COM | 737446104 | $17.5K | 231,088 | 12.7% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $16.5K | 139,294 | 12.0% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $14.0K | 851,177 | 10.2% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $9.7K | 642,077 | 7.0% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $8.0K | 418,142 | 5.8% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $3.3K | 170,716 | 2.4% |