| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PEPSICO INC | 140,000 | 15,228,000 | 10.08% | ||
| 2 | VistaPrint NV | 120,000 | 12,142,000 | 8.03% | ||
| 3 | MOBILE MINI INC | 370,000 | 11,174,000 | 7.39% | ||
| 4 | LIBERTY GLOBAL PLC | 320,000 | 10,938,000 | 7.24% | ||
| 5 | LIBERTY BROADBAND CORP COM SER A | 140,000 | 9,822,000 | 6.50% | ||
| 6 | YUM BRANDS INC | 100,000 | 9,081,000 | 6.01% | ||
| 7 | LIBERTY M SIRIUSXM A | 260,000 | 8,835,000 | 5.85% | ||
| 8 | DINEEQUITY INC | 110,000 | 8,711,000 | 5.76% | ||
| 9 | DISCOVERY COMMUNICATNS NEW | 310,000 | 8,345,000 | 5.52% | ||
| 10 | BERKSHIRE HATHAWAY INC DEL | 35 | 7,568,000 | 5.01% | ||
| 11 | CNA FINL CORP | 200,000 | 6,882,000 | 4.55% | ||
| 12 | COCA COLA CO | 150,000 | 6,348,000 | 4.20% | ||
| 13 | SCRIPPS E W CO OHIO CL A NEW | 315,000 | 5,009,000 | 3.31% | ||
| 14 | COMPASS MINERALS INTL INC | 63,751 | 4,698,000 | 3.11% | ||
| 15 | LIBERTY MEDIA HOLDING CP INTER A | 229,000 | 4,582,000 | 3.03% | ||
| 16 | GENERAL ELECTRIC CO | 150,000 | 4,443,000 | 2.94% | ||
| 17 | LIBERTY GLOBAL PLC | 100,000 | 3,304,000 | 2.19% | ||
| 18 | LIBERTY INTERACTIVE CORP LBT VENT COM A DELETED | 70,000 | 2,791,000 | 1.85% | ||
| 19 | DUNKIN BRANDS GROUP INC COM | 50,000 | 2,604,000 | 1.72% | ||
| 20 | LIBERTY MEDIA GR A | 65,000 | 1,862,000 | 1.23% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 11,000 | 1,589,000 | 1.05% | ||
| 22 | LIBERTY BROADBAND-C | 20,680 | 1,478,000 | 0.98% | ||
| 23 | SCRIPPS NETWORKS INTERACT IN | 20,000 | 1,270,000 | 0.84% | ||
| 24 | LIBERTY GLOBAL PLC LILAC SHS CL A | 38,054 | 1,050,000 | 0.69% | ||
| 25 | LIBERTY BRAVES GR A | 26,000 | 454,000 | 0.30% | ||
| 26 | LIBERTY GLOBAL PLC LILAC SHS CL C | 12,476 | 350,000 | 0.23% | ||
| 27 | LIBERTY BRAVES GR C | 13,050 | 227,000 | 0.15% | ||
| 28 | COMMERCEHUB INC COM SER C | 14,000 | 223,000 | 0.15% | ||
| 29 | COMMERCEHUB INC COM SER A | 7,000 | 111,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-084870, filed 2016.11.04).
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.
