Q2 2018 Holdings
Filed 2018-08-03 | 12 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.0M | 25,586,008 | 26.0% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $493.1K | 5,921,517 | 12.2% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $444.0K | 6,096,868 | 11.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $425.9K | 4,063,629 | 10.6% |
| Intuit Inc(INTU) | COM | 461202103 | $420.4K | 2,057,800 | 10.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $378.1K | 3,473,000 | 9.4% |
| DR Pepper Snapple Group Inc | COM | 26138E109 | $309.0K | 2,532,800 | 7.7% |
| Ebay Inc(EBAY) | COM | 278642103 | $223.3K | 6,157,400 | 5.5% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $166.9K | 8,102,771 | 4.1% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $75.7K | 1,549,007 | 1.9% |
| International Speedway A Class | CL A | 460335201 | $38.1K | 853,100 | 0.9% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $11.0K | 224,800 | 0.3% |