| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | T-MOBILE | 1,708,000 | 79,798,000 | 18.43% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 501,930 | 72,514,000 | 16.74% | ||
| 3 | LIONS GATE ENTERTAINMENT ORD | 3,259,500 | 65,157,000 | 15.05% | ||
| 4 | ALLIANCE DATA SYSTEM | 247,300 | 53,053,000 | 12.25% | ||
| 5 | SIRIUS XM HOLDINGS INC | 12,164,800 | 50,727,000 | 11.71% | ||
| 6 | SKYWORKS SOLUTIONS INC | 501,000 | 38,146,000 | 8.81% | ||
| 7 | LIBERTY M SIRIUSXM C | 711,600 | 23,775,000 | 5.49% | ||
| 8 | STARZ COM SER A | 698,161 | 21,776,000 | 5.03% | ||
| 9 | ITURAN LOCATION AND CONTROL LTD | 507,269 | 13,422,000 | 3.10% | ||
| 10 | STAMPS COM INC COM NEW | 97,000 | 9,167,000 | 2.12% | ||
| 11 | LIBERTY M SIRIUSXM A | 66,300 | 2,253,000 | 0.52% | ||
| 12 | WINDSTREAM HLDGS INC | 170,833 | 1,717,000 | 0.40% | ||
| 13 | TRIBUNE MEDIA CO | 36,307 | 1,326,000 | 0.31% | ||
| 14 | COMMERCEHUB INC COM SER C | 14,526 | 231,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004791, filed 2016.11.14).
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.
