Holdings
| AABAUSD ALTABA INC | $5.69B | 39.4% | 85,923,952 | — | — | Held |
| CHTR CHARTER COMMUNICATIONS INC-A | $4.27B | 29.5% | 11,741,217 | −2,108,595 | −15.2% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $3.54B | 24.5% | 91,942,165 | +376,832 | +0.4% | Added |
| GOOG ALPHABET INC-CL C | $467.5M | 3.2% | 487,477 | +487,477 | — | New |
| MCO MOODY'S CORP | $231.1M | 1.6% | 1,660,123 | +152,184 | +10.1% | Added |
| NSC NORFOLK SOUTHERN CORP | $67.2M | 0.5% | 508,500 | +225,500 | +79.7% | Added |
| UNP UNION PACIFIC CORP | $67.1M | 0.5% | 578,500 | +378,500 | +189.3% | Added |
| SPGI S&P GLOBAL INC | $65.1M | 0.5% | 416,619 | −74,110 | −15.1% | Reduced |
| OSG OCTAVE SPECIALTY GROUP INC | $34.3M | 0.2% | 1,985,785 | — | — | Held |
| TWXUSD TIME WARNER INC | $21.0M | 0.1% | 204,500 | — | — | Held |
| EFX EQUIFAX INC | $5.3M | 0.0% | 50,000 | +50,000 | — | New |
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.