Q1 2017 Holdings
Filed 2017-05-08 | 11 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $625.0K | 14,507,710 | 27.3% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $270.3K | 6,281,983 | 11.8% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $255.9K | 2,613,579 | 11.2% |
| Intuit Inc(INTU) | COM | 461202103 | $247.2K | 2,130,800 | 10.8% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $233.7K | 2,060,941 | 10.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $193.0K | 1,725,000 | 8.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $151.0K | 6,796,233 | 6.6% |
| Ebay Inc(EBAY) | COM | 278642103 | $147.8K | 4,402,200 | 6.4% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $83.5K | 920,000 | 3.6% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $65.0K | 1,380,036 | 2.8% |
| International Speedway A Class | COM | 460335201 | $19.7K | 533,400 | 0.9% |