| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LIBERTY GLOBAL PLC | 2,550,000 | 95,778,000 | 15.60% | ||
| 2 | Former Charter Communication (Del 5/18/2016) | 450,000 | 91,094,000 | 14.83% | ||
| 3 | MOODYS CORP | 875,000 | 84,490,000 | 13.76% | ||
| 4 | SCHWAB CHARLES CORP | 3,000,000 | 84,060,000 | 13.69% | ||
| 5 | TRANSDIGM GROUP INC COM | 375,000 | 82,628,000 | 13.46% | ||
| 6 | DAVITA INC | 850,000 | 62,373,000 | 10.16% | ||
| 7 | SBA COMMUNICATIONS CORPORATION | 600,000 | 60,102,000 | 9.79% | ||
| 8 | VISA INC | 700,000 | 53,536,000 | 8.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001454502-16-000015, filed 2016.05.13).
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.
