Q1 2021 Holdings
Filed 2021-05-11 | 15 holdings | $198.4K | 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 | $41.6K | 1,500,000 | 21.0% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $25.8K | 700,000 | 13.0% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $23.5K | 2,000,000 | 11.9% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $20.3K | 135,000 | 10.2% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $18.1K | 125,000 | 9.1% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $13.5K | 35 | 6.8% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $13.2K | 300,000 | 6.7% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $8.8K | 200,000 | 4.4% |
| Coca-Cola Co(KO) | COMMON | 191216100 | $7.4K | 140,000 | 3.7% |
| Pepsico Inc(PEP) | COMMON | 713448108 | $7.1K | 50,000 | 3.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.8K | 2,800 | 2.9% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $5.5K | 143,457 | 2.8% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $2.8K | 11,000 | 1.4% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.8K | 100,000 | 1.4% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.1K | 75,000 | 1.1% |