Q2 2018 Holdings
Filed 2018-08-13 | 21 holdings | $180.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $28.1K | 600,000 | 15.6% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $18.0K | 400,000 | 10.0% |
| Cimpress N.V.(CMPR) | SHS | N20146101 | $15.9K | 110,000 | 8.8% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $12.5K | 165,000 | 6.9% |
| GTT Communications Inc | COM | 362393100 | $12.1K | 269,826 | 6.7% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $11.7K | 260,000 | 6.5% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $11.5K | 450,000 | 6.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $10.9K | 100,000 | 6.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.9K | 35 | 5.5% |
| CNA Finl Corp(CNA) | COM | 126117100 | $8.4K | 182,800 | 4.6% |
| Coca Cola Co(KO) | COM | 191216100 | $6.6K | 150,000 | 3.6% |
| YUM Brands Inc(YUM) | COM | 988498101 | $5.5K | 70,000 | 3.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.3K | 150,000 | 2.9% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $5.1K | 239,000 | 2.8% |
| Lions Gate Entertainment Corp(LGF/BEUR) | CL B NON VOTING | 535919500 | $3.5K | 150,000 | 1.9% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.3K | 3,000 | 1.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $3.0K | 39,320 | 1.6% |
| YUM China Hldgs Inc COM(YUMC) | COM | 98850P109 | $2.7K | 70,000 | 1.5% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.6K | 100,000 | 1.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $2.1K | 11,000 | 1.1% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.9K | 75,000 | 1.1% |