Holdings
| FIAT CHRYSLER AUTOMOBILES N | $269.0M | 84.9% | 13,109,310 | — | — | Held |
| RACE FERRARI NV | $47.8M | 15.1% | 398,138 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GOOG ALPHABET INC-CL C | 45,828 | $48.0M |
| AER AERCAP HOLDINGS NV | 807,721 | $42.5M |
| LUV SOUTHWEST AIRLINES CO | 300,975 | $19.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.