Q3 2019 Holdings
Filed 2019-10-18 | 11 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.8M | 32,237,323 | 30.1% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $763.6K | 7,371,352 | 12.9% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $705.7K | 5,417,568 | 11.9% |
| Intuit Inc(INTU) | COM | 461202103 | $672.2K | 2,529,079 | 11.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $651.3K | 4,749,546 | 11.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $556.2K | 7,807,295 | 9.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $398.3K | 10,218,600 | 6.7% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $183.8K | 11,199,854 | 3.1% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $138.2K | 2,317,305 | 2.3% |
| International Speedway A Class | CL A | 460335201 | $47.2K | 1,049,100 | 0.8% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $18.3K | 291,502 | 0.3% |