Q2 2018 Holdings
Filed 2018-08-15 | 7 holdings | $135.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indty LTD Cayman | USD CL A SHS | G3933F105 | $54.6K | 1,400,038 | 40.4% |
| Post Hldgs Inc(POST) | COM | 737446104 | $19.9K | 231,088 | 14.7% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $18.9K | 139,294 | 14.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $18.1K | 1,025,469 | 13.4% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $12.3K | 851,177 | 9.1% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $8.1K | 418,142 | 6.0% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $3.3K | 170,716 | 2.4% |