Holdings
| TWENTY FIRST CENTY FOX INC | $5.69B | 26.8% | 114,502,969 | +42,986,879 | +60.1% | Added |
| AABAUSD ALTABA INC | $4.18B | 19.6% | 57,057,273 | −22,716,000 | −28.5% | Reduced |
| CHTR CHARTER COMMUNICATIONS INC-A | $3.99B | 18.8% | 13,607,841 | +2,987,140 | +28.1% | Added |
| GOOG ALPHABET INC-CL C | $3.09B | 14.5% | 2,772,650 | +413,008 | +17.5% | Added |
| MSFT MICROSOFT CORP | $1.36B | 6.4% | 13,810,449 | — | — | Held |
| TWENTY FIRST CENTY FOX INC | $1.09B | 5.1% | 22,189,801 | +10,617,156 | +91.7% | Added |
| GOOGL ALPHABET INC-CL A | $429.8M | 2.0% | 380,600 | — | — | Held |
| CANADIAN PAC RY LTD | $424.0M | 2.0% | 2,311,350 | +2,216,150 | +2327.9% | Added |
| NSC NORFOLK SOUTHERN CORP | $381.4M | 1.8% | 2,528,088 | +1,934,588 | +326.0% | Added |
| MCO MOODY'S CORP | $288.7M | 1.4% | 1,692,623 | — | — | Held |
| UNP UNION PACIFIC CORP | $247.0M | 1.2% | 1,743,433 | +1,671,433 | +2321.4% | Added |
| SPGI S&P GLOBAL INC | $90.7M | 0.4% | 444,619 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWXUSD TIME WARNER INC | 7,496,849 | $709.1M |
| CMCSA COMCAST CORP-CLASS A | 11,897,380 | $406.5M |
| MONSANTO CO NEW | 476,500 | $55.6M |
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.