Q2 2019 Holdings
Filed 2019-08-14 | 12 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Post Holdings Inc.(POST) | COMM | 737446104 | $620.2K | 5,965,139 | 19.0% |
| Fastenal Company(FAST) | COMM | 311900104 | $529.5K | 16,246,560 | 16.2% |
| The Charles Schwab Corporation(SCHW) | COMM | 808513105 | $486.1K | 12,095,293 | 14.9% |
| Tempur Sealy International Inc.(SGI) | COMM | 88023U101 | $308.2K | 4,200,539 | 9.4% |
| Facebook, Inc.(META) | COMM | 30303M102 | $274.8K | 1,423,800 | 8.4% |
| Liberty Global plc | CAP STK CL A | G5480U104 | $241.1K | 8,934,514 | 7.4% |
| UnitedHealth Group Incorporated(UNH) | COMM | 91324P102 | $225.2K | 923,000 | 6.9% |
| Alphabet, Inc.(GOOGL) | CAP STK CL A | 02079K305 | $218.1K | 201,425 | 6.7% |
| Liberty Global plc | CAP STK CL C | G5480U120 | $200.2K | 7,544,487 | 6.1% |
| Adecoagro S.A.(AGRO) | COMM | L00849106 | $81.5K | 11,420,742 | 2.5% |
| Herbalife Ltd.(HLF) | COMM | G4412G101 | $45.4K | 1,061,000 | 1.4% |
| Alphabet, Inc.(GOOG) | CAP STK CL C | 02079K107 | $32.1K | 29,692 | 1.0% |