Q4 2018 Holdings
Filed 2019-02-13 | 108 holdings | $6.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vse Corporation(VSEC) | COM | 918284100 | $4.8K | 159,833 | 0.1% |
| Vanguard Ftse Europe ETF(VGK) | FTSE EUROPE ETF | 922042874 | $7.5K | 154,367 | 0.1% |
| Amc Networks Inc(AMCX) | CL A | 00164V103 | $321.0K | 5,845 | 5.4% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $458.0K | 23,825 | 7.7% |
| Constellation Brands, Inc.(STZ) | CL A | 21036P108 | $667.0K | 4,147 | 11.2% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $734.0K | 18,320 | 12.3% |
| Cisco Systems Incorporated(CSCO) | COM | 17275R102 | $928.0K | 21,422 | 15.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $2.8M | 30,171 | 46.5% |