Q1 2020 Holdings
Filed 2020-05-12 | 17 holdings | $125.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Broadband Corp(LBRDA) | COM CL A | 530307107 | $19.8K | 185,000 | 15.7% |
| GCI Liberty Inc(GLIBAEUR) | COM CL A | 36164V305 | $17.9K | 315,000 | 14.3% |
| Mobile Mini Inc | COM | 60740F105 | $16.7K | 635,000 | 13.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.5K | 35 | 7.6% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $8.6K | 270,000 | 6.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $8.4K | 70,000 | 6.7% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $7.9K | 450,000 | 6.3% |
| Coca Cola Co(KO) | COM | 191216100 | $6.6K | 150,000 | 5.3% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $4.9K | 810,000 | 3.9% |
| CNA Finl Corp(CNA) | COM | 126117100 | $4.7K | 150,000 | 3.7% |
| Liberty Broadband Corp(LBRDK) | COM CL C | 530307305 | $4.4K | 40,000 | 3.5% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $4.4K | 170,000 | 3.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $3.5K | 3,000 | 2.8% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $3.2K | 60,000 | 2.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B | 084670702 | $2.0K | 11,000 | 1.6% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $1.9K | 100,000 | 1.5% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.5K | 75,000 | 1.2% |