Q1 2023 Holdings
Filed 2023-05-15 | 13 holdings | $2.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $306.2M | 4,511,738 | 15.4% |
| Alight Inc(ALIT) | COM CL A | 01626W101 | $304.7M | 33,084,484 | 15.3% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $227.5M | 12,991,432 | 11.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $219.9M | 2,691,873 | 11.1% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $201.0M | 7,180,507 | 10.1% |
| Grupo Televisa S A B(TLV) | SPON ADR REP ORD | 40049J206 | $169.0M | 31,955,952 | 8.5% |
| Viasat Inc(VSAT) | COM | 92552V100 | $150.3M | 4,442,612 | 7.6% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $132.6M | 20,823,018 | 6.7% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $104.3M | 1,269,832 | 5.2% |
| Snap One Holdings Corp | COM | 83303Y105 | $70.5M | 7,537,800 | 3.5% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $53.6M | 1,908,976 | 2.7% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $25.6M | 25,899,302 | 1.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $21.1M | 2,158,500 | 1.1% |