Q3 2015 Holdings
Filed 2015-11-10 | 11 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $384.4K | 9,179,786 | 26.3% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $219.9K | 2,781,179 | 15.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $168.9K | 1,652,869 | 11.5% |
| Intuit Inc(INTU) | COM | 461202103 | $160.7K | 1,810,700 | 11.0% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $130.5K | 4,205,600 | 8.9% |
| Pepsico Inc(PEP) | COM | 713448108 | $96.1K | 1,018,850 | 6.6% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $84.2K | 4,984,352 | 5.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $75.8K | 3,100,600 | 5.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $66.9K | 625,218 | 4.6% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $64.7K | 916,483 | 4.4% |
| International Speedway A Class | COM | 460335201 | $12.0K | 378,500 | 0.8% |