Q3 2018 Holdings
Filed 2018-11-08 | 20 holdings | $185.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $25.6K | 582,882 | 13.7% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $20.4K | 400,000 | 11.0% |
| GTT Communications Inc | COM | 362393100 | $16.9K | 389,826 | 9.1% |
| Cimpress N.v(CMPR) | SHS | N20146101 | $15.0K | 110,000 | 8.1% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $13.9K | 165,000 | 7.5% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $13.3K | 450,000 | 7.2% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $11.3K | 260,000 | 6.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.2K | 35 | 6.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.5K | 85,000 | 5.1% |
| CNA Finl Corp(CNA) | COM | 126117100 | $8.3K | 182,800 | 4.5% |
| Coca Cola Co(KO) | COM | 191216100 | $6.9K | 150,000 | 3.7% |
| YUM Brands Inc(YUM) | COM | 988498101 | $6.4K | 70,000 | 3.4% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.3K | 150,000 | 2.9% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $5.3K | 239,000 | 2.9% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.6K | 3,000 | 1.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $3.3K | 39,320 | 1.8% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.7K | 100,000 | 1.5% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $2.5K | 70,000 | 1.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $2.4K | 11,000 | 1.3% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.0K | 75,000 | 1.1% |