Holdings
| CHTR CHARTER COMMUNICATIONS INC-A | $3.65B | 38.4% | 12,679,234 | +706,191 | +5.9% | Added |
| YAHOO INC | $3.33B | 35.1% | 86,224,273 | — | — | Held |
| CMCSA COMCAST CORP-CLASS A | $2.47B | 26.0% | 35,780,552 | +6,688,445 | +23.0% | Added |
| OSG OCTAVE SPECIALTY GROUP INC | $44.7M | 0.5% | 1,985,785 | — | — | Held |
| MCO MOODY'S CORP | $983K | 0.0% | 10,428 | −91,811 | −89.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ABYEUR ATLANTICA SUSTAINABLE INFRAS | 1,842,903 | $35.0M |
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.