Q1 2018 Holdings
Filed 2018-05-15 | 13 holdings | $3.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $979.5K | 23,471,460 | 25.9% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $491.4K | 6,477,517 | 13.0% |
| Intuit Inc(INTU) | COM | 461202103 | $426.1K | 2,458,200 | 11.3% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $378.8K | 3,199,643 | 10.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $376.5K | 3,748,579 | 9.9% |
| Pepsico Inc(PEP) | COM | 713448108 | $346.6K | 3,175,000 | 9.2% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $256.9K | 7,132,868 | 6.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $235.0K | 5,840,400 | 6.2% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $152.1K | 7,920,641 | 4.0% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $83.0K | 1,557,237 | 2.2% |
| International Speedway A Class | COM | 460335201 | $32.8K | 743,400 | 0.9% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $21.2K | 389,309 | 0.6% |
| Kraft Heinz Company(KHC) | COM | 500754106 | $4.9K | 78,000 | 0.1% |