Q4 2018 Holdings
Filed 2019-02-14 | 10 holdings | $177.3M | 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 | $176.7M | 620,029 | 99.6% |
| Moodys Corp(MCO) | COM | 615369105 | $122.6K | 875,628 | 0.1% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $109.1K | 2,627,611 | 0.1% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $90.3K | 557,690 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $75.2K | 570,000 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $67.1K | 197,462 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $55.2K | 766,579 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $46.2K | 245,000 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $40.6K | 372,485 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $34.4K | 1,668,979 | 0.0% |