Q2 2022 Holdings
Filed 2022-08-15 | 10 holdings | $248.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Pmts Inc(GPN) | COM | 37940X102 | $39.3K | 354,838 | 15.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $35.6K | 307,867 | 14.3% |
| Valvoline Inc(VVV) | COM | 92047W101 | $33.1K | 1,146,690 | 13.3% |
| Fiserv Inc(FISV) | COM | 337738108 | $29.8K | 335,342 | 12.0% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $29.7K | 2,139,641 | 11.9% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $24.9K | 185,207 | 10.0% |
| Brunswick Corp(BC) | COM | 117043109 | $17.1K | 261,200 | 6.9% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $16.3K | 415,217 | 6.6% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $11.8K | 255,035 | 4.8% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $10.9K | 266,590 | 4.4% |