Q1 2014 Holdings
Filed 2014-04-30 | 10 holdings | $749.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $159.8K | 4,623,890 | 21.3% |
| Ebay Inc(EBAY) | COM | 278642103 | $130.7K | 2,366,650 | 17.4% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $126.9K | 2,331,179 | 16.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $86.6K | 1,081,969 | 11.6% |
| Intuit Inc(INTU) | COM | 461202103 | $79.7K | 1,025,500 | 10.6% |
| Kraft Foods Group Inc | COM | 50076Q106 | $59.9K | 1,068,396 | 8.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $54.0K | 1,870,100 | 7.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $43.3K | 486,218 | 5.8% |
| Hershey Co(HSY) | COM | 427866108 | $6.2K | 59,750 | 0.8% |
| International Speedway A Class | COM | 460335201 | $2.6K | 75,900 | 0.3% |