| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOBILE MINI INC | 485,000 | 14,671,000 | 9.50% | ||
| 2 | PEPSICO INC | 140,000 | 14,648,000 | 9.48% | ||
| 3 | DISCOVERY COMMUNICATNS NEW | 420,000 | 11,512,000 | 7.45% | ||
| 4 | VistaPrint NV | 120,000 | 10,993,000 | 7.12% | ||
| 5 | LIBERTY BROADBAND CORP COM SER A | 140,000 | 10,144,000 | 6.57% | ||
| 6 | LIBERTY GLOBAL PLC | 325,000 | 9,942,000 | 6.44% | ||
| 7 | LIBERTY M SIRIUSXM A | 260,000 | 8,975,000 | 5.81% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 35 | 8,544,000 | 5.53% | ||
| 9 | CNA FINL CORP | 200,000 | 8,300,000 | 5.37% | ||
| 10 | DINEEQUITY INC | 95,798 | 7,376,000 | 4.77% | ||
| 11 | YUM BRANDS INC | 100,000 | 6,333,000 | 4.10% | ||
| 12 | COCA COLA CO | 150,000 | 6,219,000 | 4.03% | ||
| 13 | COMPASS MINERALS INTL INC | 63,751 | 4,995,000 | 3.23% | ||
| 14 | GENERAL ELECTRIC CO | 150,000 | 4,740,000 | 3.07% | ||
| 15 | LIBERTY MEDIA HOLDING CP INTER A | 229,000 | 4,575,000 | 2.96% | ||
| 16 | LIBERTY INTERACTIVE CORPORATIO LBT VENT COM A | 100,000 | 3,687,000 | 2.39% | ||
| 17 | LIBERTY GLOBAL PLC | 100,000 | 2,970,000 | 1.92% | ||
| 18 | YUM CHINA HLDGS INC | 100,000 | 2,612,000 | 1.69% | ||
| 19 | DUNKIN BRANDS GROUP INC COM | 45,000 | 2,360,000 | 1.53% | ||
| 20 | LIBERTY MEDIA GR A | 65,000 | 2,038,000 | 1.32% | ||
| 21 | BERKSHIRE HATHAWAY INC DEL | 11,000 | 1,793,000 | 1.16% | ||
| 22 | LIBERTY EXPEDIA HOLDINGS SER A COM | 40,000 | 1,587,000 | 1.03% | ||
| 23 | LIBERTY BROADBAND-C | 20,680 | 1,532,000 | 0.99% | ||
| 24 | LIBERTY BRAVES GR C | 70,000 | 1,441,000 | 0.93% | ||
| 25 | SCRIPPS NETWORKS INTERACT IN | 20,000 | 1,427,000 | 0.92% | ||
| 26 | LIBERTY GLOBAL PLC LILAC SHS CL C | 50,000 | 1,059,000 | 0.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006113, filed 2017.02.13).
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.
