Holdings
| YAHOO INC | $2.67B | 36.4% | 71,206,573 | +56,802,588 | +394.4% | Added |
| CHTR CHARTER COMMUNICATIONS INC-A | $2.65B | 36.1% | 11,592,824 | +11,592,824 | — | New |
| CMCSA COMCAST CORP-CLASS A | $1.90B | 25.8% | 29,092,107 | +9,094,647 | +45.5% | Added |
| ABYEUR ATLANTICA SUSTAINABLE INFRAS | $82.2M | 1.1% | 4,422,584 | +4,422,584 | — | New |
| OSG OCTAVE SPECIALTY GROUP INC | $32.7M | 0.4% | 1,985,785 | — | — | Held |
| MCO MOODY'S CORP | $9.6M | 0.1% | 102,239 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TIME WARNER CABLE INC | 16,126,180 | $3.30B |
| BIDU BAIDU INC - SPON ADR | 1,194,094 | $227.9M |
| ABENGOA YIELD PLC | 4,422,584 | $78.6M |
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.