Q1 2018 Holdings
Filed 2018-05-15 | 11 holdings | $5.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group, Inc(Z) | CLC | 98954M200 | $1.6M | 30,321,115 | 29.9% |
| Grubhub, Inc | COM | 400110102 | $1.1M | 11,254,626 | 20.9% |
| Stars Group, Inc | COM | 85570W100 | $1.0M | 29,510,716 | 19.2% |
| Zillow Group, Inc(ZG) | CLA | 98954M101 | $787.9K | 14,590,510 | 14.4% |
| Martin Marietta Materials, Inc(MLM) | COM | 573284106 | $197.3K | 951,580 | 3.6% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $187.5K | 1,642,585 | 3.4% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $172.1K | 1,237,313 | 3.2% |
| Truecar, Inc(5TC) | COM | 89785L107 | $156.1K | 16,505,723 | 2.9% |
| Liberty Media Corp - Series C Formula One(FWONKUSD) | COM | 531229854 | $64.6K | 2,093,336 | 1.2% |
| Playags, Inc(AGS) | COM | 72814N104 | $37.4K | 1,609,920 | 0.7% |
| Costar Group, Inc(CSGP) | COM | 22160N109 | $30.5K | 84,021 | 0.6% |