| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PEPSICO INC | 140,000 | 14,832,000 | 10.24% | ||
| 2 | MOBILE MINI INC | 350,000 | 12,124,000 | 8.37% | ||
| 3 | VistaPrint NV | 120,000 | 11,098,000 | 7.67% | ||
| 4 | DINEEQUITY INC | 110,000 | 9,326,000 | 6.44% | ||
| 5 | LIBERTY GLOBAL PLC | 315,000 | 9,154,000 | 6.32% | ||
| 6 | LIBERTY BROADBAND CORP COM SER A | 140,000 | 8,316,000 | 5.74% | ||
| 7 | YUM BRANDS INC | 100,000 | 8,292,000 | 5.73% | ||
| 8 | LIBERTY M SIRIUSXM A | 260,000 | 8,154,000 | 5.63% | ||
| 9 | DISCOVERY COMMUNICATNS NEW | 310,000 | 7,821,000 | 5.40% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 35 | 7,594,000 | 5.25% | ||
| 11 | COCA COLA CO | 150,000 | 6,800,000 | 4.70% | ||
| 12 | CNA FINL CORP | 200,000 | 6,284,000 | 4.34% | ||
| 13 | SCRIPPS E W CO OHIO CL A NEW | 390,000 | 6,178,000 | 4.27% | ||
| 14 | LIBERTY MEDIA HOLDING CP INTER A | 229,000 | 5,810,000 | 4.01% | ||
| 15 | COMPASS MINERALS INTL INC | 63,751 | 4,730,000 | 3.27% | ||
| 16 | GENERAL ELECTRIC CO | 150,000 | 4,722,000 | 3.26% | ||
| 17 | LIBERTY GLOBAL PLC | 100,000 | 2,865,000 | 1.98% | ||
| 18 | LIBERTY INTERACTIVE CORP LBT VENT COM A DELETED | 70,000 | 2,595,000 | 1.79% | ||
| 19 | DUNKIN BRANDS GROUP INC COM | 50,000 | 2,181,000 | 1.51% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 11,000 | 1,593,000 | 1.10% | ||
| 21 | SCRIPPS NETWORKS INTERACT IN | 20,000 | 1,245,000 | 0.86% | ||
| 22 | LIBERTY MEDIA GR A | 65,000 | 1,244,000 | 0.86% | ||
| 23 | LIBERTY BROADBAND-C | 20,680 | 1,241,000 | 0.86% | ||
| 24 | LIBERTY BRAVES GR A | 26,000 | 391,000 | 0.27% | ||
| 25 | LIBERTY BRAVES GR C | 13,050 | 191,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-074696, filed 2016.08.04).
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.
