Q3 2018 Holdings
Filed 2018-10-24 | 12 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.2M | 28,982,722 | 28.2% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $579.2K | 5,988,182 | 13.1% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $533.7K | 6,075,267 | 12.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $509.0K | 4,352,279 | 11.5% |
| Intuit Inc(INTU) | COM | 461202103 | $469.5K | 2,064,800 | 10.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $410.4K | 3,671,183 | 9.3% |
| Ebay Inc(EBAY) | COM | 278642103 | $259.0K | 7,844,900 | 5.9% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $239.6K | 10,650,116 | 5.4% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $91.2K | 1,796,101 | 2.1% |
| International Speedway A Class | CL A | 460335201 | $43.5K | 993,100 | 1.0% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $21.5K | 928,400 | 0.5% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $11.2K | 221,442 | 0.3% |