Q4 2015 Holdings
Filed 2016-02-04 | 11 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $428.0K | 9,544,519 | 25.6% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $258.7K | 2,776,179 | 15.5% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $176.9K | 1,683,369 | 10.6% |
| Intuit Inc(INTU) | COM | 461202103 | $175.4K | 1,817,700 | 10.5% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $175.4K | 4,844,600 | 10.5% |
| Pepsico Inc(PEP) | COM | 713448108 | $111.6K | 1,116,850 | 6.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $99.4K | 5,572,681 | 6.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $92.1K | 3,351,600 | 5.5% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $70.4K | 966,983 | 4.2% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $68.8K | 625,218 | 4.1% |
| International Speedway A Class | COM | 460335201 | $12.8K | 378,500 | 0.8% |