Q3 2018 Holdings
Filed 2018-11-14 | 7 holdings | $145.1K | 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 | $52.8K | 1,400,038 | 36.4% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $23.4K | 139,294 | 16.2% |
| Post Hldgs Inc(POST) | COM | 737446104 | $22.7K | 231,088 | 15.6% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $21.6K | 1,216,269 | 14.9% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $12.4K | 851,177 | 8.6% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $8.6K | 418,142 | 5.9% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $3.6K | 170,716 | 2.5% |