Q2 2015 Holdings
Filed 2015-07-31 | 10 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $358.0K | 8,701,786 | 25.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $223.3K | 3,706,600 | 15.6% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $199.5K | 2,736,179 | 14.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $167.8K | 1,469,869 | 11.8% |
| Intuit Inc(INTU) | COM | 461202103 | $158.6K | 1,573,500 | 11.1% |
| Pepsi Co Inc(PEP) | COM | 713448108 | $84.0K | 900,000 | 5.9% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $80.1K | 4,854,006 | 5.6% |
| Kraft Foods Group Inc | COM | 50076Q106 | $74.9K | 879,983 | 5.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $68.2K | 612,218 | 4.8% |
| International Speedway A Class | COM | 460335201 | $12.9K | 350,500 | 0.9% |