Q3 2014 Holdings
Filed 2014-11-12 | 10 holdings | $880.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $188.4K | 5,498,390 | 21.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $160.3K | 2,830,400 | 18.2% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $155.5K | 2,417,679 | 17.7% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $110.7K | 1,243,469 | 12.6% |
| Intuit Inc(INTU) | COM | 461202103 | $102.6K | 1,171,000 | 11.7% |
| Kraft Foods Group Inc | COM | 50076Q106 | $73.8K | 1,307,896 | 8.4% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $43.4K | 486,218 | 4.9% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $37.3K | 2,710,000 | 4.2% |
| Hershey Co(HSY) | COM | 427866108 | $5.7K | 59,750 | 0.6% |
| International Speedway A Class | COM | 460335201 | $3.1K | 96,900 | 0.3% |