Q4 2014 Holdings
Filed 2015-02-03 | 10 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $249.8K | 6,876,890 | 23.2% |
| Ebay Inc(EBAY) | COM | 278642103 | $186.9K | 3,330,600 | 17.4% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $184.0K | 2,567,179 | 17.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $137.9K | 1,463,869 | 12.8% |
| Intuit Inc(INTU) | COM | 461202103 | $130.0K | 1,410,500 | 12.1% |
| Kraft Foods Group Inc | COM | 50076Q106 | $82.3K | 1,313,896 | 7.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $47.2K | 3,825,500 | 4.4% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $47.1K | 536,718 | 4.4% |
| Hershey Co(HSY) | COM | 427866108 | $6.2K | 59,750 | 0.6% |
| International Speedway A Class | COM | 460335201 | $3.3K | 103,708 | 0.3% |