| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | 2,500,000 | 81,625,000 | 20.85% | ||
| 2 | Former Charter Communication (Del 5/18/2016) | 400,000 | 68,500,000 | 17.50% | ||
| 3 | TRANSDIGM GROUP INC COM | 275,000 | 61,784,000 | 15.78% | ||
| 4 | LIBERTY GLOBAL PLC | 1,000,000 | 50,630,000 | 12.93% | ||
| 5 | PROGRESSIVE CORP OHIO | 1,610,000 | 44,806,000 | 11.44% | ||
| 6 | DAVITA INC | 550,000 | 43,709,000 | 11.16% | ||
| 7 | MOODYS CORP | 375,000 | 40,485,000 | 10.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001454502-15-000007, filed 2015.08.14).
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.
