Q4 2021 Holdings
Filed 2022-02-03 | 15 holdings | $207.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Mobil Mini Hldng Co(WSC) | COM CL A | 971378104 | $57.2K | 1,400,000 | 27.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $21.7K | 135,000 | 10.5% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $20.1K | 125,000 | 9.7% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $15.8K | 35 | 7.6% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $15.3K | 300,000 | 7.3% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $14.2K | 620,000 | 6.8% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $14.1K | 1,850,000 | 6.8% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $10.2K | 200,000 | 4.9% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $8.5K | 143,457 | 4.1% |
| Coca-Cola Co(KO) | Common | 191216100 | $8.3K | 140,000 | 4.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.2K | 2,500 | 3.5% |
| Pepsico Inc(PEP) | Common | 713448108 | $6.9K | 40,000 | 3.3% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $3.3K | 11,000 | 1.6% |
| 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 | $2.2K | 75,000 | 1.0% |