Q1 2020 Holdings
Filed 2020-05-14 | 10 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez International Inc(MDLZ) | COM | 609207105 | $1.5M | 29,815,636 | 31.8% |
| Paypal Inc(PYPL) | COM | 70450Y103 | $638.4K | 6,667,718 | 13.6% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $557.0K | 5,766,380 | 11.9% |
| Intuit Inc(INTU) | COM | 461202103 | $542.5K | 2,358,600 | 11.6% |
| Pepsico Inc(PEP) | COM | 713448108 | $533.5K | 4,442,224 | 11.4% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $310.9K | 9,163,138 | 6.6% |
| Ebay Inc(EBAY) | COM | 278642103 | $299.6K | 9,966,421 | 6.4% |
| Manchester United PLC(MANU) | CL A | G5784H106 | $170.1K | 11,299,163 | 3.6% |
| Brown Forman Corp(BF/A) | CL A | 115637100 | $128.4K | 2,498,133 | 2.7% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $16.1K | 290,307 | 0.3% |