Q2 2018 Holdings
Filed 2018-08-15 | 7 holdings | $68.1K | 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 | $38.9K | 997,188 | 57.1% |
| Post Hldgs Inc(POST) | COM | 737446104 | $7.3K | 85,288 | 10.8% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $6.7K | 49,106 | 9.8% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $6.5K | 370,571 | 9.6% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $4.7K | 320,761 | 6.8% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $2.9K | 150,758 | 4.3% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $1.1K | 57,949 | 1.6% |