Q1 2019 Holdings
Filed 2019-05-10 | 9 holdings | $215.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $215.1M | 620,029 | 99.7% |
| Moodys Corp(MCO) | COM | 615369105 | $158.6K | 875,628 | 0.1% |
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $112.4K | 2,627,611 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $96.3K | 212,162 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $94.9K | 607,300 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $70.3K | 766,579 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $63.9K | 271,300 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $40.4K | 1,668,979 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $13.9K | 104,718 | 0.0% |