Q4 2022 Holdings
Filed 2023-02-10 | 4 holdings | $214.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $64.3M | 1,075,313 | 30.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $60.8M | 361,953 | 28.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $59.2M | 671,448 | 27.6% |
| Disney Walt Co(DIS) | COM | 254687106 | $30.0M | 345,541 | 14.0% |