Q2 2020 Holdings
Filed 2020-08-14 | 9 holdings | $3.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-08-17) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $777.8K | 1,759,500 | 24.7% |
| Nielsen Hldgs PLCA | SHS EUR | G6518L108 | $525.1K | 35,337,000 | 16.6% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $366.6K | 11,957,200 | 11.6% |
| AIR Lease Corp(AL)A | CL A | 00912X302 | $329.2K | 11,240,000 | 10.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $263.8K | 186,000 | 8.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $258.2K | 93,600 | 8.2% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $255.6K | 13,884,600 | 8.1% |
| Moodys Corp(MCO) | COM | 615369105 | $195.1K | 710,000 | 6.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $182.5K | 945,000 | 5.8% |