| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PEPSICO INC | 140,000 | 14,347,000 | 9.71% | ||
| 2 | MOBILE MINI INC | 350,000 | 11,557,000 | 7.82% | ||
| 3 | LIBERTY GLOBAL PLC | 295,000 | 11,358,000 | 7.69% | ||
| 4 | VistaPrint NV | 120,000 | 10,883,000 | 7.37% | ||
| 5 | DINEEQUITY INC | 110,000 | 10,277,000 | 6.96% | ||
| 6 | LIBERTY MEDIA SER A | 260,000 | 10,044,000 | 6.80% | ||
| 7 | DISCOVERY COMMUNICATNS NEW | 300,000 | 8,589,000 | 5.82% | ||
| 8 | YUM BRANDS INC | 100,000 | 8,185,000 | 5.54% | ||
| 9 | LIBERTY BROADBAND CORP COM SER A | 140,000 | 8,142,000 | 5.51% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 35 | 7,471,000 | 5.06% | ||
| 11 | COCA COLA CO | 150,000 | 6,959,000 | 4.71% | ||
| 12 | CNA FINL CORP | 200,000 | 6,436,000 | 4.36% | ||
| 13 | LIBERTY MEDIA HOLDING CP INTER A | 229,000 | 5,782,000 | 3.91% | ||
| 14 | SCRIPPS E W CO OHIO CL A NEW | 350,000 | 5,457,000 | 3.69% | ||
| 15 | GENERAL ELECTRIC CO | 150,000 | 4,769,000 | 3.23% | ||
| 16 | COMPASS MINERALS INTL INC | 63,751 | 4,517,000 | 3.06% | ||
| 17 | LIBERTY GLOBAL PLC | 100,000 | 3,756,000 | 2.54% | ||
| 18 | LIBERTY INTERACTIVE CORP LBT VENT COM A DELETED | 70,000 | 2,738,000 | 1.85% | ||
| 19 | DUNKIN BRANDS GROUP INC COM | 50,000 | 2,359,000 | 1.60% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 11,000 | 1,561,000 | 1.06% | ||
| 21 | SCRIPPS NETWORKS INTERACT IN | 20,000 | 1,310,000 | 0.89% | ||
| 22 | LIBERTY BROADBAND-C | 20,680 | 1,198,000 | 0.81% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-064644, filed 2016.05.12).
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.
