Q3 2019 Holdings
Filed 2019-11-14 | 10 holdings | $47.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $47.0M | 534,342 | 98.8% |
| CDW Corp(CDW) | COM | 12514G108 | $113.0K | 917,310 | 0.2% |
| Liberty Broadband(LBRDK) | COM SER C | 530307305 | $102.8K | 982,500 | 0.2% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $101.7K | 492,759 | 0.2% |
| Wesco Aircraft Holdings Inc | COM | 950814103 | $76.6K | 6,958,250 | 0.2% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $72.5K | 1,167,815 | 0.2% |
| L Brands Inc | COM | 501797104 | $54.1K | 2,760,748 | 0.1% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $48.7K | 4,720,086 | 0.1% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $7.5K | 237,500 | 0.0% |
| Corp America Airports SA(CAAP) | COM | L1995B107 | $4.7K | 1,048,197 | 0.0% |