Q2 2018 Holdings
Filed 2018-08-01 | 10 holdings | $182.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $181.8M | 620,029 | 99.6% |
| Moodys Corp(MCO) | COM | 615369105 | $155.6K | 912,389 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $139.9K | 2,737,265 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $111.4K | 674,676 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $75.4K | 2,835,333 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $71.0K | 205,698 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $68.1K | 900,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $66.2K | 500,000 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $41.7K | 387,627 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $36.6K | 186,000 | 0.0% |