Q3 2021 Holdings
Filed 2021-11-12 | 15 holdings | $201.4K | 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 | $47.6K | 1,500,000 | 23.6% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $23.3K | 135,000 | 11.6% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $21.0K | 125,000 | 10.5% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $20.4K | 2,000,000 | 10.1% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $15.0K | 620,000 | 7.5% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $14.4K | 35 | 7.2% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $14.2K | 300,000 | 7.0% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $9.5K | 200,000 | 4.7% |
| Pepsico Inc(PEP) | COMMON | 713448108 | $7.5K | 50,000 | 3.7% |
| Coca-Cola Co(KO) | COMMON | 191216100 | $7.3K | 140,000 | 3.6% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $6.8K | 143,457 | 3.4% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $6.7K | 2,500 | 3.3% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $3.0K | 11,000 | 1.5% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.6K | 100,000 | 1.3% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.0K | 75,000 | 1.0% |