Q4 2020 Holdings
Filed 2021-02-12 | 16 holdings | $178.4K | 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 | $34.8K | 1,500,000 | 19.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $23.8K | 150,000 | 13.3% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $21.0K | 800,000 | 11.7% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $19.7K | 125,000 | 11.0% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $13.0K | 300,000 | 7.3% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $12.2K | 35 | 6.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $12.1K | 1,100,000 | 6.8% |
| Coca-Cola Co(KO) | COMMON | 191216100 | $7.7K | 140,000 | 4.3% |
| Pepsico Inc(PEP) | COMMON | 713448108 | $7.4K | 50,000 | 4.2% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $5.8K | 133,447 | 3.3% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $5.5K | 143,457 | 3.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.9K | 2,800 | 2.7% |
| CNA Financial Corp(CNA) | COMMON | 126117100 | $3.9K | 100,000 | 2.2% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.6K | 11,000 | 1.4% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.5K | 100,000 | 1.4% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.9K | 75,000 | 1.0% |