Q4 2018 Holdings
Filed 2019-02-14 | 10 holdings | $46.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $46.1M | 735,000 | 98.5% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $139.8K | 7,162,597 | 0.3% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $112.1K | 704,060 | 0.2% |
| CDW Corp(CDW) | COM | 12514G108 | $106.2K | 1,310,320 | 0.2% |
| L Brands Inc | COM | 501797104 | $95.7K | 3,727,572 | 0.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $92.0K | 1,276,901 | 0.2% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $85.5K | 10,817,428 | 0.2% |
| GCI Liberty Inc(GLIBAEUR) | COM SER A | 36164V305 | $78.4K | 1,904,382 | 0.2% |
| Corporacion Amer Arpts SA(CAAP) | COM | L1995B107 | $9.7K | 1,466,379 | 0.0% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $4.1K | 248,659 | 0.0% |