Q4 2013 Holdings
Filed 2014-02-04 | 10 holdings | $623.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $131.7K | 3,731,890 | 21.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $110.9K | 2,021,900 | 17.8% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $103.6K | 2,126,679 | 16.6% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $78.5K | 1,026,969 | 12.6% |
| Intuit Inc(INTU) | COM | 461202103 | $72.7K | 952,000 | 11.7% |
| Kraft Foods Group Inc | COM | 50076Q106 | $51.3K | 951,896 | 8.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $35.1K | 476,218 | 5.6% |
| World Wrestling Entmt Inc(WWEUSD) | COM | 98156Q108 | $31.0K | 1,870,100 | 5.0% |
| Hershey Co(HSY) | COM | 427866108 | $5.5K | 56,750 | 0.9% |
| International Speedway A Class | COM | 460335201 | $2.7K | 75,900 | 0.4% |