Q3 2020 Holdings
Filed 2020-11-10 | 17 holdings | $161.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Corp(WSC) | COM CL A | 971378104 | $27.2K | 1,629,999 | 16.9% |
| GCI Liberty Inc(GLIBAEUR) | COM CL A | 36164V305 | $25.8K | 315,000 | 16.0% |
| Liberty Broadband Corp(LBRDA) | COM CL A | 530307107 | $24.1K | 170,000 | 15.0% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $11.8K | 600,000 | 7.3% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $11.2K | 35 | 7.0% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $10.0K | 300,000 | 6.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $9.0K | 65,000 | 5.6% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $7.5K | 1,050,000 | 4.7% |
| Coca-Cola Co(KO) | COM | 191216100 | $7.4K | 150,000 | 4.6% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $4.8K | 143,457 | 3.0% |
| CNA Financial Corp(CNA) | COM | 126117100 | $4.5K | 150,000 | 2.8% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $4.4K | 133,447 | 2.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.4K | 3,000 | 2.7% |
| Liberty Broadband Corp(LBRDK) | COM CL C | 530307305 | $3.0K | 20,680 | 1.8% |
| Berkshire Hathaway Inc COM(BRK/B) | CL B | 084670702 | $2.3K | 11,000 | 1.5% |
| Liberty Media Corp del COM C Braves GRP(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.1K | 100,000 | 1.3% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.6K | 75,000 | 1.0% |