Q3 2022 Holdings
Filed 2022-11-14 | 13 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $417.2K | 9,161,738 | 19.2% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $270.8K | 7,180,507 | 12.5% |
| Alight Inc(ALIT) | COM CL A | 01626W101 | $227.6K | 31,043,960 | 10.5% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $216.2K | 12,991,432 | 10.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $191.6K | 20,798,018 | 8.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $189.4K | 2,566,873 | 8.7% |
| Grupo Televisa S A B(TLV) | SPON ADR REP ORD | 40049J206 | $166.5K | 30,955,952 | 7.7% |
| Viasat Inc(VSAT) | COM | 92552V100 | $159.4K | 5,272,410 | 7.3% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $94.9K | 1,272,047 | 4.4% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $80.3K | 2,108,976 | 3.7% |
| Snap One Holdings Corp | COM | 83303Y105 | $76.6K | 7,557,800 | 3.5% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $44.0K | 21,889,302 | 2.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $37.5K | 1,848,500 | 1.7% |