Q1 2019 Holdings
Filed 2019-05-15 | 9 holdings | $51.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $50.2M | 718,765 | 98.4% |
| Zebra Technologies Corp(ZBRA) | COM SER A | 989207105 | $144.5K | 689,535 | 0.3% |
| CDW Corp(CDW) | COM | 12514G108 | $123.7K | 1,283,345 | 0.2% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $114.5K | 1,247,596 | 0.2% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $112.0K | 7,010,597 | 0.2% |
| GCI Liberty Inc(GLIBAEUR) | COM SER A | 36164V305 | $104.0K | 1,870,042 | 0.2% |
| L Brands Inc | COM | 501797104 | $100.6K | 3,648,222 | 0.2% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $95.1K | 10,817,428 | 0.2% |
| Corporacion Amer Arpts SA(CAAP) | COM | L1995B107 | $12.0K | 1,450,968 | 0.0% |