Q2 2014 Holdings
Filed 2014-08-01 | 10 holdings | $840.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $199.0K | 5,291,890 | 23.7% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $141.8K | 2,420,179 | 16.9% |
| Ebay Inc(EBAY) | COM | 278642103 | $139.8K | 2,793,400 | 16.6% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $105.1K | 1,225,969 | 12.5% |
| Intuit Inc(INTU) | COM | 461202103 | $92.0K | 1,142,500 | 10.9% |
| Kraft Foods Group Inc | COM | 50076Q106 | $77.5K | 1,293,396 | 9.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $44.9K | 486,218 | 5.3% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $32.3K | 2,710,000 | 3.8% |
| Hershey Co(HSY) | COM | 427866108 | $5.8K | 59,750 | 0.7% |
| International Speedway A Class | COM | 460335201 | $2.5K | 75,900 | 0.3% |