Q4 2019 Holdings
Filed 2020-02-11 | 9 holdings | $301.6M | 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 | $300.8M | 620,029 | 99.7% |
| Moodys Corp(MCO) | COM | 615369105 | $207.9K | 875,628 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $148.4K | 265,000 | 0.0% |
| The Charles Schwab Corporation(SCHW) | COM | 808513105 | $126.0K | 2,650,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $103.3K | 550,000 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $96.4K | 766,579 | 0.0% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $72.7K | 1,962,000 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $70.2K | 235,000 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $36.4K | 1,668,979 | 0.0% |