Q2 2019 Holdings
Filed 2019-08-14 | 6 holdings | $2.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $598.9K | 1,238,000 | 29.0% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $451.8K | 19,992,000 | 21.9% |
| Moodys Corp(MCO) | COM | 615369105 | $320.7K | 1,642,000 | 15.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $293.6K | 1,692,000 | 14.2% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $218.2K | 9,107,600 | 10.6% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $182.4K | 1,806,000 | 8.8% |