Q2 2018 Holdings
Filed 2018-08-15 | 10 holdings | $47.6M | 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 | $21.8M | 74,500 | 45.9% |
| Carmax Inc(KMX) | COM | 143130102 | $17.3M | 236,776 | 36.2% |
| Appian Corp(APPN) | CL A | 03782L101 | $8.4M | 233,264 | 17.7% |
| Transdigm Group Inc COM(TDG) | COM | 893641100 | $16.9K | 49,106 | 0.0% |
| Star Group L P(SGU) | UNIT LTD PARTNR | 85512C105 | $16.2K | 1,654,387 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $14.8K | 229,469 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.7K | 12,300 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $10.5K | 43,100 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $8.4K | 36,200 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $4.0K | 557,189 | 0.0% |