Q1 2022 Holdings
Filed 2022-05-13 | 14 holdings | $190.8K | 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 | $54.8K | 1,400,000 | 28.7% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $18.5K | 35 | 9.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $18.3K | 135,000 | 9.6% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $16.4K | 125,000 | 8.6% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $15.5K | 620,000 | 8.1% |
| Liberty Media Corp(LM03) | COM A SIRIUSXM | 531229409 | $13.7K | 300,000 | 7.2% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $10.9K | 2,300,000 | 5.7% |
| Liberty Media Corp(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $9.1K | 200,000 | 4.8% |
| Liberty Media Corp(LM05) | COM SER A FRMLA | 531229870 | $9.1K | 143,457 | 4.7% |
| Coca-Cola Co(KO) | COM | 191216100 | $8.7K | 140,000 | 4.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.0K | 2,500 | 3.7% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $3.9K | 11,000 | 2.0% |
| Liberty Media Corp(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.8K | 100,000 | 1.5% |
| Liberty Media Corp(BATRAUSD) | COM A BRAVES GRP | 531229706 | $2.2K | 75,000 | 1.1% |