Q3 2018 Holdings
Filed 2018-11-14 | 7 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $350.9K | 942,500 | 33.8% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $196.3K | 7,098,100 | 18.9% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $107.0K | 1,314,000 | 10.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $105.2K | 701,000 | 10.1% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $98.5K | 4,914,700 | 9.5% |
| Companhia de Saneamento Basi(SAJA) | SPONSORED ADR | 20441A102 | $92.9K | 15,739,000 | 8.9% |
| Moodys Corp(MCO) | COM | 615369105 | $88.8K | 531,000 | 8.5% |