Q2 2019 Holdings
Filed 2019-08-02 | 11 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.8M | 33,644,019 | 30.8% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $772.2K | 6,747,431 | 13.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $732.7K | 5,246,251 | 12.4% |
| Intuit Inc(INTU) | COM | 461202103 | $664.5K | 2,542,979 | 11.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $596.6K | 4,553,183 | 10.1% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $518.4K | 7,168,643 | 8.8% |
| Ebay Inc(EBAY) | COM | 278642103 | $401.8K | 10,174,900 | 6.8% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $201.8K | 11,204,561 | 3.4% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $126.0K | 2,290,302 | 2.1% |
| International Speedway A Class | CL A | 460335201 | $48.4K | 1,077,100 | 0.8% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $16.2K | 291,502 | 0.3% |