Q1 2015 Holdings
Filed 2015-05-12 | 10 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $291.1K | 7,881,286 | 24.0% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $203.5K | 2,582,179 | 16.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $199.2K | 3,439,600 | 16.4% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $149.4K | 1,435,869 | 12.3% |
| Intuit Inc(INTU) | COM | 461202103 | $142.9K | 1,463,500 | 11.8% |
| Kraft Foods Group Inc | COM | 50076Q106 | $84.4K | 1,317,379 | 7.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $68.3K | 4,149,006 | 5.6% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $55.2K | 601,218 | 4.6% |
| International Speedway A Class | COM | 460335201 | $12.7K | 350,500 | 1.1% |
| Hershey Co(HSY) | COM | 427866108 | $6.2K | 59,750 | 0.5% |