Q1 2025 Holdings
Filed 2025-04-16 | 4 holdings | $172.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| News Corp New(NWSA) | CL A | 65249B109 | $100.6M | 3,696,935 | 58.4% |
| IAC Inc(IAC) | COM | 44891N208 | $46.5M | 1,011,350 | 27.0% |
| NET Lease Office Properties(NLOP) | COM | 64110Y108 | $24.2M | 771,428 | 14.1% |
| Nelnet Inc(NNI) | CL A | 64031N108 | $915.5K | 8,280 | 0.5% |