Holdings
| CHTR CHARTER COMMUNICATIONS INC-A | $4.15B | 35.4% | 12,679,234 | — | — | Held |
| YAHOO INC | $4.00B | 34.2% | 86,224,273 | — | — | Held |
| CMCSA COMCAST CORP-CLASS A | $3.41B | 29.2% | 90,848,233 | +55,067,681 | +153.9% | Added |
| MCO MOODY'S CORP | $74.7M | 0.6% | 666,569 | +656,141 | +6292.1% | Added |
| OSG OCTAVE SPECIALTY GROUP INC | $37.5M | 0.3% | 1,985,785 | — | — | Held |
| SPGI S&P GLOBAL INC | $23.9M | 0.2% | 182,929 | +182,929 | — | New |
| TWXUSD TIME WARNER INC | $5.1M | 0.0% | 52,000 | +52,000 | — | New |
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.