Q4 2018 Holdings
Filed 2019-02-11 | 11 holdings | $4.1M | 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 | 30,710,222 | 29.7% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $542.4K | 6,450,207 | 13.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $483.0K | 4,404,479 | 11.7% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $447.4K | 5,988,182 | 10.8% |
| Intuit Inc(INTU) | COM | 461202103 | $434.1K | 2,205,379 | 10.5% |
| Pepsico Inc(PEP) | COM | 713448108 | $393.4K | 3,561,183 | 9.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $248.4K | 8,850,900 | 6.0% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $207.4K | 10,928,016 | 5.0% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $91.9K | 1,937,080 | 2.2% |
| International Speedway A Class | CL A | 460335201 | $47.5K | 1,083,100 | 1.1% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $11.5K | 241,502 | 0.3% |