Q1 2022 Holdings
Filed 2022-05-16 | 12 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $559.6K | 11,556,432 | 18.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $412.6K | 3,048,873 | 13.4% |
| Grupo Televisa S A B(TLV) | SPON ADR REP ORD | 40049J206 | $351.9K | 30,076,765 | 11.4% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $326.0K | 7,128,507 | 10.6% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $307.4K | 16,254,432 | 10.0% |
| Viasat Inc(VSAT) | COM | 92552V100 | $254.1K | 5,206,463 | 8.2% |
| Alight Inc(ALIT) | COM CL A | 01626W101 | $251.4K | 25,263,960 | 8.1% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $166.8K | 1,272,593 | 5.4% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $155.0K | 19,673,018 | 5.0% |
| Snap One Holdings Corp | COM | 83303Y105 | $111.9K | 7,587,800 | 3.6% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $96.4K | 2,108,976 | 3.1% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $93.7K | 19,693,302 | 3.0% |