Q1 2019 Holdings
Filed 2019-05-15 | 13 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 | $3.4B | 9,878,803 | 99.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.8M | 2,392,176 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.1M | 17,491,574 | 0.1% |
| Canadian PAC RY LTD | COM | 13645T100 | $2.0M | 9,818,894 | 0.1% |
| Union Pacific Corp(UNP) | COM | 907818108 | $1.3M | 7,683,577 | 0.0% |
| Canadian Natl RY Co(CNI) | COM | 136375102 | $1.2M | 12,857,534 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $1.1M | 6,022,912 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $417.4K | 1,982,414 | 0.0% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $405.7K | 11,050,164 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $230.3K | 195,681 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $193.6K | 1,634,083 | 0.0% |
| FOX Corp(FOX) | CL B COM | 35137L204 | $126.2K | 3,516,883 | 0.0% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $80.2K | 3,616,902 | 0.0% |