Q4 2023 Holdings
Filed 2024-01-08 | 6 holdings | $64.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Albertsons COS Inc(ACI) | COMMON STOCK | 013091103 | $32.6M | 1,419,111 | 50.3% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $13.3M | 164,770 | 20.4% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $6.6M | 337,794 | 10.1% |
| FOX Corp(FOX) | CL B COM | 35137L204 | $5.9M | 212,277 | 9.0% |
| Carnival PLC(CUK) | ADR | 14365C103 | $4.0M | 239,664 | 6.2% |
| RIO Tinto PLC(RIO) | SPONSORED ADR | 767204100 | $2.5M | 33,935 | 3.9% |