Q2 2019 Holdings
Filed 2019-08-06 | 18 holdings | $164.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $21.2K | 345,500 | 12.9% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $19.0K | 185,000 | 11.6% |
| Mobile Mini Inc | COM | 60740F105 | $19.0K | 625,000 | 11.6% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $12.8K | 450,000 | 7.8% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.1K | 35 | 6.8% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $9.8K | 260,000 | 6.0% |
| Cimpress N.V.(CMPR) | SHS | N20146101 | $9.8K | 108,000 | 6.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.2K | 70,000 | 5.6% |
| GTT Communications Inc | COM | 362393100 | $8.9K | 505,000 | 5.4% |
| CNA Finl Corp(CNA) | COM | 126117100 | $8.6K | 182,800 | 5.2% |
| Coca Cola Co(KO) | COM | 191216100 | $7.6K | 150,000 | 4.7% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $6.4K | 515,000 | 3.9% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.4K | 150,000 | 3.3% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $4.7K | 45,000 | 2.9% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $3.2K | 3,000 | 2.0% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.8K | 100,000 | 1.7% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.3K | 11,000 | 1.4% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.1K | 75,000 | 1.3% |