Q3 2017 Holdings
Filed 2017-11-14 | 9 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $1.1M | 27,970,511 | 32.9% |
| The Stars Group, Inc | COM | 02314M108 | $592.2K | 28,959,122 | 17.3% |
| Grubhub, Inc | COM | 400110102 | $563.6K | 10,702,879 | 16.5% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $558.4K | 13,909,042 | 16.3% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $168.6K | 1,409,312 | 4.9% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $164.6K | 798,089 | 4.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $124.0K | 1,051,405 | 3.6% |
| Truecar, Inc(5TC) | COM | 89785L107 | $98.5K | 16,240,758 | 2.9% |
| Costar Group, Inc(CSGP) | COM | 22160N109 | $22.8K | 85,000 | 0.7% |