Q4 2020 Holdings
Filed 2021-02-16 | 8 holdings | $84.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications CL A ORD(CHTR) | COM | 16119P108 | $83.5M | 126,160 | 99.1% |
| Comcast CL A ORD(CMCSA) | COM | 20030N101 | $229.6K | 4,381,527 | 0.3% |
| Wabtec ORD(WAB) | COM | 929740108 | $223.0K | 3,045,812 | 0.3% |
| Marsh & Mclennan(MRSH) | COM | 571748102 | $95.3K | 814,209 | 0.1% |
| Microsoft ORD(MSFT) | COM | 594918104 | $91.7K | 412,401 | 0.1% |
| FOX CL A ORD(FOXA) | COM | 35137L105 | $90.9K | 3,120,068 | 0.1% |
| Liberty Broadband SRS C ORD(LBRDA) | COM | 530307107 | $19.8K | 125,205 | 0.0% |
| Fubotv IncPut | COM | 35953D954 | $3.4K | 120,000 | 0.0% |