Q2 2017 Holdings
Filed 2017-07-31 | 11 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $728.4K | 16,864,710 | 28.3% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $337.5K | 6,289,257 | 13.1% |
| Intuit Inc(INTU) | COM | 461202103 | $293.2K | 2,207,800 | 11.4% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $268.1K | 2,523,229 | 10.4% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $238.1K | 2,613,579 | 9.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $229.2K | 1,985,000 | 8.9% |
| Ebay Inc(EBAY) | COM | 278642103 | $165.6K | 4,742,200 | 6.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $144.3K | 7,082,868 | 5.6% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $78.8K | 920,000 | 3.1% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $68.6K | 1,390,701 | 2.7% |
| International Speedway A Class | COM | 460335201 | $23.8K | 633,400 | 0.9% |