Q1 2019 Holdings
Filed 2019-05-10 | 20 holdings | $165.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $19.8K | 582,882 | 12.0% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $19.2K | 345,500 | 11.6% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $17.0K | 185,000 | 10.2% |
| GTT Communications Inc | COM | 362393100 | $13.9K | 400,000 | 8.4% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $11.4K | 450,000 | 6.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $10.5K | 35 | 6.4% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $9.9K | 260,000 | 6.0% |
| Cimpress N.v(CMPR) | SHS | N20146101 | $8.8K | 110,000 | 5.3% |
| Pepsico Inc(PEP) | COM | 713448108 | $8.6K | 70,000 | 5.2% |
| CNA Finl Corp(CNA) | COM | 126117100 | $7.9K | 182,800 | 4.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $7.2K | 450,000 | 4.3% |
| Coca Cola Co(KO) | COM | 191216100 | $7.0K | 150,000 | 4.2% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.1K | 150,000 | 3.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $4.1K | 45,000 | 2.5% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.5K | 3,000 | 2.1% |
| YUM Brands Inc(YUM) | COM | 988498101 | $3.0K | 30,000 | 1.8% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.8K | 100,000 | 1.7% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.2K | 11,000 | 1.3% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.1K | 75,000 | 1.3% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $1.3K | 30,000 | 0.8% |