Q4 2017 Holdings
Filed 2018-02-13 | 10 holdings | $25.7M | 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 | $13.1M | 39,000 | 51.0% |
| Carmax Inc(KMX) | COM | 143130102 | $12.5M | 195,000 | 48.7% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $18.9K | 319,469 | 0.1% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $17.8K | 1,654,387 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $13.5K | 49,106 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL C | 02079K305 | $12.9K | 12,300 | 0.1% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $12.1K | 47,887 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $9.6K | 41,200 | 0.0% |
| Alliance Holdings GP LP | COM UNITS LP | 01861G100 | $2.0K | 73,321 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $1.6K | 260,578 | 0.0% |