Q3 2021 Holdings
Filed 2021-11-15 | 8 holdings | $174.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New York Times Co(NYT) | CL A | 650111107 | $37.5K | 760,197 | 21.5% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $37.2K | 313,085 | 21.4% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $36.5K | 58,424 | 20.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.0K | 63,113 | 10.9% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $16.6K | 323,052 | 9.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $15.4K | 9,143 | 8.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $6.5K | 139,469 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.6K | 19,871 | 3.2% |