Q2 2022 Holdings
Filed 2022-08-15 | 13 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $476.6K | 10,476,738 | 19.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $352.6K | 3,048,873 | 14.5% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $257.0K | 7,128,507 | 10.6% |
| Grupo Televisa S A B(TLV) | SPON ADR REP ORD | 40049J206 | $244.5K | 29,892,952 | 10.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $232.9K | 13,896,432 | 9.6% |
| Alight Inc(ALIT) | COM CL A | 01626W101 | $202.4K | 29,977,960 | 8.3% |
| Viasat Inc(VSAT) | COM | 92552V100 | $157.8K | 5,152,410 | 6.5% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $144.4K | 1,272,047 | 5.9% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $124.4K | 20,323,018 | 5.1% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $76.0K | 2,108,976 | 3.1% |
| Snap One Holdings Corp | COM | 83303Y105 | $69.3K | 7,557,800 | 2.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $57.1K | 19,903,302 | 2.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $40.3K | 1,785,000 | 1.7% |