Q4 2017 Holdings
Filed 2018-02-14 | 15 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $3.3B | 9,927,834 | 98.7% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $31.7M | 1,985,785 | 0.9% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $6.0M | 85,923,952 | 0.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.8M | 70,860,571 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.0M | 1,918,527 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $689.9K | 8,065,349 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $406.2K | 385,600 | 0.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $256.1K | 7,415,330 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $245.1K | 1,660,123 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $86.2K | 642,700 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $86.0K | 593,500 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $70.6K | 416,619 | 0.0% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $39.6K | 1,160,100 | 0.0% |
| Time Warner Inc | COM NEW | 887317303 | $29.0K | 316,500 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $5.9K | 50,000 | 0.0% |