Q4 2019 Holdings
Filed 2020-02-11 | 18 holdings | $174.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mobile Mini Inc | COM | 60740F105 | $24.1K | 635,000 | 13.8% |
| GCI Liberty Inc(GLIBAEUR) | CL A | 36164V305 | $23.4K | 330,500 | 13.4% |
| Liberty Broadband Corp(LBRDA) | CL A | 530307107 | $23.0K | 185,000 | 13.2% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $13.7K | 450,000 | 7.9% |
| Liberty Media Corp(LM03) | COM A SIRIUSXM | 531229409 | $12.6K | 260,000 | 7.2% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $11.9K | 35 | 6.8% |
| Cimpress PLC(CMPR) | SHS | G2143T103 | $10.1K | 80,000 | 5.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.6K | 70,000 | 5.5% |
| Coca Cola Co(KO) | COM | 191216100 | $8.3K | 150,000 | 4.8% |
| CNA Finl Corp(CNA) | COM | 126117100 | $6.7K | 150,000 | 3.9% |
| Liberty Media Corp(LM05) | COM SER A | 531229870 | $6.6K | 150,000 | 3.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $6.1K | 725,000 | 3.5% |
| Liberty Broadband Corp(LBRDK) | COM CL C | 530307305 | $5.0K | 40,000 | 2.9% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $4.0K | 3,000 | 2.3% |
| Liberty Media Corp(BATRKUSD) | COM C BRAVES GRP | 531229888 | $3.0K | 100,000 | 1.7% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.5K | 11,000 | 1.4% |
| Liberty Media Corp(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.2K | 75,000 | 1.3% |
| GTT Communications Inc | COM | 362393100 | $1.7K | 150,000 | 1.0% |