Q1 2018 Holdings
Filed 2018-05-15 | 8 holdings | $68.2K | 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 | $36.0K | 1,043,157 | 52.8% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $7.2K | 713,267 | 10.6% |
| Post Hldgs Inc(POST) | COM | 737446104 | $6.5K | 85,288 | 9.5% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $5.8K | 49,106 | 8.5% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $5.3K | 320,761 | 7.7% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $3.4K | 226,963 | 5.0% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $2.9K | 150,758 | 4.2% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $1.1K | 57,949 | 1.7% |