Q2 2013 Holdings
Filed 2013-08-07 | 10 holdings | $440.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $89.1K | 3,121,990 | 20.2% |
| Ebay Inc(EBAY) | COM | 278642103 | $83.1K | 1,604,813 | 18.9% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $76.4K | 1,664,279 | 17.4% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $49.6K | 785,269 | 11.3% |
| Intuit Inc(INTU) | COM | 461202103 | $49.5K | 811,300 | 11.2% |
| Kraft Foods Group Inc | COM | 50076Q106 | $42.5K | 761,762 | 9.7% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $28.0K | 415,018 | 6.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $16.6K | 1,610,000 | 3.8% |
| Hershey Co(HSY) | COM | 427866108 | $4.6K | 51,250 | 1.0% |
| International Speedway A Class | COM | 460335201 | $1.0K | 32,000 | 0.2% |