Q4 2019 Holdings
Filed 2020-01-29 | 10 holdings | $6.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.8M | 33,002,436 | 29.1% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $836.8K | 7,735,718 | 13.4% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $802.5K | 5,548,380 | 12.8% |
| Intuit Inc(INTU) | COM | 461202103 | $718.5K | 2,743,100 | 11.5% |
| Pepsico Inc(PEP) | COM | 713448108 | $677.0K | 4,953,224 | 10.8% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $586.2K | 9,036,138 | 9.4% |
| Ebay Inc(EBAY) | COM | 278642103 | $408.6K | 11,316,771 | 6.5% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $224.8K | 11,279,350 | 3.6% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $155.6K | 2,479,431 | 2.5% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $19.6K | 290,307 | 0.3% |