Q4 2020 Holdings
Filed 2021-02-16 | 10 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $734.7K | 35,205,300 | 19.3% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $520.9K | 841,700 | 13.7% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $503.4K | 12,877,900 | 13.2% |
| AIR Lease Corp(AL) | CL A | 00912X302 | $488.2K | 10,990,000 | 12.8% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $369.5K | 12,244,100 | 9.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $272.8K | 83,775 | 7.2% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $239.8K | 10,888,900 | 6.3% |
| Moodys Corp(MCO) | COM | 615369105 | $237.8K | 819,200 | 6.2% |
| SAP SE(SAP) | SPON ADR | 803054204 | $237.0K | 1,817,600 | 6.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $201.7K | 115,100 | 5.3% |