Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Post Holdings Inc.(POST) | COMM | 737446104 | $519.0K | 5,823,268 | 18.8% |
| Fastenal Company(FAST) | COMM | 311900104 | $414.5K | 7,926,280 | 15.0% |
| The Charles Schwab Corporation(SCHW) | COMM | 808513105 | $403.6K | 9,717,695 | 14.6% |
| Herbalife Ltd.(HLF) | COMM | G4412G101 | $232.6K | 3,945,083 | 8.4% |
| Tempur Sealy International Inc.(SGI) | COMM | 88023U101 | $210.8K | 5,092,739 | 7.6% |
| Facebook, Inc.(META) | COMM | 30303M102 | $208.4K | 1,589,800 | 7.6% |
| Alphabet, Inc.(GOOGL) | CAP STK CL A | 02079K305 | $200.6K | 191,925 | 7.3% |
| Liberty Global plc | CAP STK CL A | G5480U104 | $190.7K | 8,934,514 | 6.9% |
| CommScope Holding Inc.(VISN) | COMM | 20337X109 | $150.3K | 9,171,031 | 5.4% |
| Liberty Global plc | CAP STK CL C | G5480U120 | $126.1K | 6,111,487 | 4.6% |
| Adecoagro S.A.(AGRO) | COMM | L00849106 | $68.2K | 9,800,623 | 2.5% |
| Alphabet, Inc.(GOOG) | CAP STK CL C | 02079K107 | $33.4K | 32,262 | 1.2% |