Holdings
| YAHOO INC | $3.72B | 41.5% | 86,224,273 | +15,017,700 | +21.1% | Added |
| CHTR CHARTER COMMUNICATIONS INC-A | $3.23B | 36.1% | 11,973,043 | +380,219 | +3.3% | Added |
| CMCSA COMCAST CORP-CLASS A | $1.93B | 21.5% | 29,092,107 | — | — | Held |
| OSG OCTAVE SPECIALTY GROUP INC | $36.5M | 0.4% | 1,985,785 | — | — | Held |
| ABYEUR ATLANTICA SUSTAINABLE INFRAS | $35.0M | 0.4% | 1,842,903 | −2,579,681 | −58.3% | Reduced |
| MCO MOODY'S CORP | $11.1M | 0.1% | 102,239 | — | — | 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.