Q3 2019 Holdings
Filed 2019-11-13 | 18 holdings | $168.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $23.4K | 635,000 | 13.9% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $21.4K | 345,500 | 12.7% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $19.3K | 185,000 | 11.5% |
| Cimpress N.V.(CMPR) | SHS | N20146101 | $13.2K | 100,000 | 7.8% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $11.1K | 450,000 | 6.6% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $10.9K | 35 | 6.5% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUS XM | 531229409 | $10.8K | 260,000 | 6.4% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.6K | 70,000 | 5.7% |
| CNA Finl Corp(CNA) | COM | 126117100 | $9.0K | 182,800 | 5.3% |
| Coca Cola Co(KO) | COM | 191216100 | $8.2K | 150,000 | 4.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $6.2K | 600,000 | 3.7% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $5.9K | 150,000 | 3.5% |
| Liberty Broadband Corp(LBRDK) | COM CL C | 530307305 | $4.7K | 45,000 | 2.8% |
| GTT Communications Inc | COM | 362393100 | $4.2K | 450,000 | 2.5% |
| Alphabet Inc Cap STK(GOOG) | CL C | 02079K107 | $3.7K | 3,000 | 2.2% |
| Liberty Media Corp Delaware(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.8K | 100,000 | 1.6% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.3K | 11,000 | 1.4% |
| Liberty Media Corp Delaware(BATRAUSD) | COM A BRAVES GROUP | 531229706 | $2.1K | 75,000 | 1.2% |