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ACT II Management, LP

Q1 2020 Holdings

Filed 2020-05-12 | 11 holdings | $5.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Chegg Inc(CHGG)COM163092109$4.9M138,29799.4%
Facebook Inc(META)CL A30303M102$6.5K38,7680.1%
Alphabet Inc(GOOG)CAP STK CL C02079K107$5.0K4,2800.1%
Liberty Broadband Corp(LBRDA)COM SER A530307107$5.0K46,3100.1%
Nexstar Media Group Inc(NXST)CL A65336K103$3.2K55,7460.1%
Comcast Corp New(CMCSA)CLA20030N101$2.6K75,0000.1%
Disney Walt Co(DIS)COM DISNEY254687106$2.2K23,0510.0%
Verizon Communications Inc(VZ)COM92343V104$1.6K30,0000.0%
Liberty Media Corp Delaware(LM03)COM A SIRIUSXM531229409$1.2K39,2330.0%
Gray Television Inc(GTN)COM389375106$97790,9950.0%
Outfront Media IncCOM69007J106$60745,0000.0%