| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EBAY INC | 1,129,000 | 68,000,000 | 15.85% | ||
| 2 | COMCAST CORP NEW | 1,035,500 | 62,285,000 | 14.52% | ||
| 3 | DISNEY WALT CO | 509,000 | 58,072,000 | 13.54% | ||
| 4 | COLGATE PALMOLIVE CO | 817,000 | 53,415,000 | 12.45% | ||
| 5 | ALIBABA GROUP HLDG LTD | 547,000 | 45,007,000 | 10.49% | ||
| 6 | DEVON ENERGY CORP NEW | 660,000 | 39,257,000 | 9.15% | ||
| 7 | ANTERO RESOURCE CORP | 895,900 | 30,756,000 | 7.17% | ||
| 8 | INTL PAPER CO | 486,000 | 23,129,000 | 5.39% | ||
| 9 | SOLARCITY CORP | 392,500 | 21,007,000 | 4.90% | ||
| 10 | KAPSTONE PAPER & PACKAGING CRP COM | 626,000 | 14,473,000 | 3.37% | ||
| 11 | GLOBAL INDEMNITY PLC | 553,491 | 13,599,000 | 3.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000939334-15-000006, filed 2015.08.10).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
