Q2 2018 Holdings
Filed 2018-08-14 | 10 holdings | $881.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $137.7K | 6,488,097 | 15.6% |
| L Brands Inc | COM | 501797104 | $124.1K | 3,364,372 | 14.1% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $121.7K | 10,817,428 | 13.8% |
| CDW Corp(CDW) | COM | 12514G108 | $113.3K | 1,402,420 | 12.8% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $107.9K | 753,010 | 12.2% |
| GCI Liberty Inc(GLIBAEUR) | COM SER A | 36164V305 | $105.0K | 2,330,043 | 11.9% |
| Iron MTN Inc(IRM) | COM | 46284V101 | $64.1K | 1,829,944 | 7.3% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $53.2K | 1,821,309 | 6.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $45.7K | 603,970 | 5.2% |
| Corporacion Amer Arpts SA(CAAP) | COM | L1995B107 | $9.1K | 1,076,379 | 1.0% |