Q3 2019 Holdings
Filed 2019-11-14 | 7 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $454.0K | 871,900 | 22.7% |
| Moodys Corp(MCO) | COM | 615369105 | $366.9K | 1,791,000 | 18.4% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $324.7K | 15,279,275 | 16.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $224.3K | 1,304,000 | 11.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $224.2K | 183,600 | 11.2% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $203.8K | 1,992,000 | 10.2% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $200.9K | 7,875,184 | 10.1% |