Q4 2019 Holdings
Filed 2020-02-14 | 7 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $384.9K | 1,621,200 | 20.0% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $342.8K | 16,888,700 | 17.8% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $337.8K | 603,300 | 17.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $260.6K | 194,600 | 13.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $237.5K | 1,264,000 | 12.4% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $201.2K | 8,608,200 | 10.5% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $156.5K | 1,334,500 | 8.1% |