Q3 2018 Holdings
Filed 2018-11-14 | 10 holdings | $582.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $134.1K | 393,929 | 23.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $118.7K | 2,243,440 | 20.4% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $108.4K | 1,959,765 | 18.6% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $72.4K | 1,946,441 | 12.4% |
| Ferrari N V(RACE) | COM | N3167Y103 | $45.2K | 330,000 | 7.8% |
| New York Times Co(NYT) | CL A | 650111107 | $37.0K | 1,600,000 | 6.4% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $36.2K | 79,641 | 6.2% |
| Stars Group Inc | COM | 85570W100 | $13.8K | 553,800 | 2.4% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $13.3K | 480,000 | 2.3% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $3.6K | 100,000 | 0.6% |