Q1 2018 Holdings
Filed 2018-05-09 | 9 holdings | $145.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $144.3M | 463,785 | 99.5% |
| Moodys Corp(MCO) | COM | 615369105 | $166.8K | 1,034,075 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $143.0K | 2,737,565 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $115.3K | 674,676 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $86.3K | 2,835,333 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $74.0K | 240,998 | 0.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $68.1K | 794,303 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $59.8K | 500,000 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $32.6K | 186,000 | 0.0% |