Q1 2019 Holdings
Filed 2019-05-02 | 11 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.6M | 31,844,522 | 30.7% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $671.3K | 6,465,007 | 13.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $585.3K | 5,271,199 | 11.3% |
| Intuit Inc(INTU) | COM | 461202103 | $573.8K | 2,194,979 | 11.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $522.3K | 4,263,183 | 10.1% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $517.4K | 5,963,182 | 10.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $329.4K | 8,873,900 | 6.4% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $210.3K | 10,942,172 | 4.1% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $107.4K | 2,096,302 | 2.1% |
| International Speedway A Class | CL A | 460335201 | $47.0K | 1,077,100 | 0.9% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $15.4K | 291,502 | 0.3% |