Holdings
| AABAUSD ALTABA INC | $5.91B | 32.8% | 79,773,273 | −6,150,679 | −7.2% | Reduced |
| CHTR CHARTER COMMUNICATIONS INC-A | $3.31B | 18.4% | 10,620,701 | +692,867 | +7.0% | Added |
| TWENTY FIRST CENTY FOX INC | $2.62B | 14.6% | 71,516,090 | +64,100,760 | +864.4% | Added |
| GOOG ALPHABET INC-CL C | $2.43B | 13.5% | 2,359,642 | +441,115 | +23.0% | Added |
| MSFT MICROSOFT CORP | $1.26B | 7.0% | 13,810,449 | +5,745,100 | +71.2% | Added |
| TWXUSD TIME WARNER INC | $709.1M | 3.9% | 7,496,849 | +7,180,349 | +2268.7% | Added |
| TWENTY FIRST CENTY FOX INC | $420.9M | 2.3% | 11,572,645 | +10,412,545 | +897.6% | Added |
| CMCSA COMCAST CORP-CLASS A | $406.5M | 2.3% | 11,897,380 | −58,963,191 | −83.2% | Reduced |
| GOOGL ALPHABET INC-CL A | $394.7M | 2.2% | 380,600 | −5,000 | −1.3% | Reduced |
| MCO MOODY'S CORP | $273.0M | 1.5% | 1,692,623 | +32,500 | +2.0% | Added |
| SPGI S&P GLOBAL INC | $84.9M | 0.5% | 444,619 | +28,000 | +6.7% | Added |
| NSC NORFOLK SOUTHERN CORP | $80.6M | 0.4% | 593,500 | — | — | Held |
| MONSANTO CO NEW | $55.6M | 0.3% | 476,500 | +476,500 | — | New |
| CANADIAN PAC RY LTD | $16.8M | 0.1% | 95,200 | +95,200 | — | New |
| UNP UNION PACIFIC CORP | $9.7M | 0.1% | 72,000 | −570,700 | −88.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| OSG OCTAVE SPECIALTY GROUP INC | 1,985,785 | $31.7M |
| EFX EQUIFAX INC | 50,000 | $5.9M |
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.