Q4 2017 Holdings
Filed 2018-02-12 | 12 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $945.8K | 22,097,960 | 27.2% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $445.5K | 6,051,517 | 12.8% |
| Intuit Inc(INTU) | COM | 461202103 | $377.2K | 2,390,800 | 10.8% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $341.8K | 3,179,579 | 9.8% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $312.7K | 3,222,079 | 9.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $310.8K | 2,592,000 | 8.9% |
| Ebay Inc(EBAY) | COM | 278642103 | $218.6K | 5,791,200 | 6.3% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $218.1K | 7,132,868 | 6.3% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $153.2K | 7,737,017 | 4.4% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $104.7K | 1,557,237 | 3.0% |
| International Speedway A Class | COM | 460335201 | $28.8K | 723,400 | 0.8% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $20.3K | 261,000 | 0.6% |