Q1 2022 Holdings
Filed 2022-05-16 | 10 holdings | $300.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Pmts Inc(GPN) | COM | 37940X102 | $51.4K | 375,485 | 17.1% |
| Fiserv Inc(FISV) | COM | 337738108 | $44.3K | 436,697 | 14.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $42.9K | 915,217 | 14.3% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $38.3K | 2,287,246 | 12.8% |
| Valvoline Inc(VVV) | COM | 92047W101 | $35.0K | 1,109,377 | 11.7% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $27.0K | 210,155 | 9.0% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $25.8K | 513,490 | 8.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $17.9K | 132,412 | 6.0% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $14.9K | 255,035 | 5.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $2.5K | 24,972 | 0.8% |