Q1 2016 Holdings
Filed 2016-05-17 | 7 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $606.6K | 25,564,246 | 38.8% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $332.2K | 13,003,159 | 21.2% |
| Amaya, Inc | COM | 02314M108 | $229.9K | 13,210,997 | 14.7% |
| Grubhub, Inc | COM | 400110102 | $221.3K | 8,806,279 | 14.1% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $82.9K | 519,453 | 5.3% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $79.5K | 753,253 | 5.1% |
| Summit Materials, Inc(7SU) | CLA | 86614U100 | $11.6K | 594,350 | 0.7% |