Q3 2017 Holdings
Filed 2017-10-31 | 12 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $811.2K | 19,950,710 | 27.3% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $397.5K | 6,207,767 | 13.4% |
| Intuit Inc(INTU) | COM | 461202103 | $336.8K | 2,369,800 | 11.3% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $292.0K | 2,962,229 | 9.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $265.6K | 2,384,000 | 8.9% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $230.3K | 2,603,579 | 7.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $196.6K | 5,111,200 | 6.6% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $170.3K | 7,232,868 | 5.7% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $134.4K | 7,467,829 | 4.5% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $86.7K | 1,557,237 | 2.9% |
| International Speedway A Class | COM | 460335201 | $26.0K | 723,400 | 0.9% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $21.8K | 281,000 | 0.7% |