Q4 2017 Holdings
Filed 2018-02-14 | 9 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $1.2M | 28,636,248 | 29.6% |
| Grubhub, Inc | COM | 400110102 | $801.1K | 11,157,204 | 20.2% |
| Stars Group, Inc | COM | 85570W100 | $683.3K | 29,353,133 | 17.2% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $574.7K | 14,105,313 | 14.5% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $189.3K | 1,474,352 | 4.8% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $186.9K | 845,628 | 4.7% |
| Truecar, Inc(5TC) | COM | 89785L107 | $184.5K | 16,474,191 | 4.7% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $144.5K | 1,101,060 | 3.6% |
| Costar Group, Inc(CSGP) | COM | 22160N109 | $26.3K | 88,482 | 0.7% |