Holdings
| AABAUSD ALTABA INC | $4.68B | 35.3% | 85,923,952 | +85,923,952 | — | New |
| CHTR CHARTER COMMUNICATIONS INC-A | $4.67B | 35.1% | 13,849,812 | +1,170,578 | +9.2% | Added |
| CMCSA COMCAST CORP-CLASS A | $3.56B | 26.8% | 91,565,333 | +717,100 | +0.8% | Added |
| MCO MOODY'S CORP | $183.5M | 1.4% | 1,507,939 | +841,370 | +126.2% | Added |
| SPGI S&P GLOBAL INC | $71.6M | 0.5% | 490,729 | +307,800 | +168.3% | Added |
| OSG OCTAVE SPECIALTY GROUP INC | $34.5M | 0.3% | 1,985,785 | — | — | Held |
| NSC NORFOLK SOUTHERN CORP | $34.4M | 0.3% | 283,000 | +283,000 | — | New |
| UNP UNION PACIFIC CORP | $21.8M | 0.2% | 200,000 | +200,000 | — | New |
| TWXUSD TIME WARNER INC | $20.5M | 0.2% | 204,500 | +152,500 | +293.3% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| YAHOO INC | 86,224,273 | $4.00B |
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.