Q1 2020 Holdings
Filed 2020-05-15 | 7 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $723.9K | 2,260,700 | 32.3% |
| Moodys Corp(MCO) | COM | 615369105 | $454.7K | 2,149,700 | 20.3% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $355.1K | 28,316,700 | 15.8% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $206.0K | 9,306,300 | 9.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $178.1K | 1,105,100 | 7.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $167.2K | 143,900 | 7.5% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $156.2K | 11,230,076 | 7.0% |