Q2 2020 Holdings
Filed 2020-08-03 | 14 holdings | $9.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Albertsons COS Inc(ACI) | COMMON STOCK | 013091103 | $5.5M | 350,000 | 55.7% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $4.3M | 8,000 | 43.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $12.6K | 95,000 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $11.2K | 94,000 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $10.6K | 270,000 | 0.1% |
| Clorox Co del(CLX) | COM | 189054109 | $9.9K | 45,000 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $8.2K | 160,000 | 0.1% |
| Campbell Soup Co(CPB) | COM | 134429109 | $7.4K | 150,000 | 0.1% |
| Post Hldgs Inc(POST) | COM | 737446104 | $7.2K | 82,257 | 0.1% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $6.8K | 240,000 | 0.1% |
| Kellogg Co(KEL) | COM | 487836108 | $5.6K | 85,000 | 0.1% |
| Sanderson Farms Inc | COM | 800013104 | $5.5K | 47,286 | 0.1% |
| Performance Food Group Co(PFGC) | COM | 71377A103 | $3.7K | 128,109 | 0.0% |
| Aramark(ARMK) | COM | 03852U106 | $2.9K | 130,000 | 0.0% |