Q2 2022 Holdings
Filed 2022-08-10 | 14 holdings | $151.6K | 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 | $45.4K | 1,400,000 | 29.9% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $15.9K | 140,000 | 10.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $15.6K | 135,000 | 10.3% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $14.3K | 35 | 9.4% |
| Warner Bros Discovery Inc(WBD) | COM SER A | 934423104 | $11.5K | 860,000 | 7.6% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $10.8K | 300,000 | 7.1% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $8.3K | 143,457 | 5.5% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $7.6K | 211,402 | 5.0% |
| Coca-Cola Co(KO) | COM | 191216100 | $6.3K | 100,000 | 4.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.5K | 2,500 | 3.6% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $3.0K | 1,060,000 | 2.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $3.0K | 11,000 | 2.0% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $2.4K | 100,000 | 1.6% |
| Liberty Media Corp del(BATRAUSD) | COM A BRAVES GRP | 531229706 | $1.9K | 75,000 | 1.2% |