Holdings
| TIME WARNER CABLE INC | $2.98B | 58.7% | 16,599,787 | — | — | Held |
| CMCSA COMCAST CORP-CLASS A | $1.19B | 23.4% | 20,880,160 | +7,433,999 | +55.3% | Added |
| MCO MOODY'S CORP | $382.4M | 7.5% | 3,894,104 | — | — | Held |
| AXP AMERICAN EXPRESS CO | $298.7M | 5.9% | 4,029,792 | +2,683,723 | +199.4% | Added |
| BIDU BAIDU INC - SPON ADR | $201.5M | 4.0% | 1,466,226 | +1,466,226 | — | New |
| OSG OCTAVE SPECIALTY GROUP INC | $28.7M | 0.6% | 1,985,785 | — | — | Held |
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.