Q1 2019 Holdings
Filed 2019-05-15 | 6 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $530.7K | 1,168,900 | 29.5% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $409.9K | 17,317,500 | 22.8% |
| Moodys Corp(MCO) | COM | 615369105 | $270.0K | 1,491,200 | 15.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $209.6K | 1,342,000 | 11.7% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $189.5K | 8,968,600 | 10.6% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $186.5K | 1,720,500 | 10.4% |