| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAMB WESTON HLDGS INC COM | 2,784,895 | 117,133,000 | 7.90% | ||
| 2 | TWENTY FIRST CENTY FOX INC | 4,499,900 | 145,752,000 | 9.83% | ||
| 3 | MASTERCARD INCORPORATED | 1,327,700 | 149,326,000 | 10.07% | ||
| 4 | MICROSOFT CORP | 2,278,200 | 150,042,000 | 10.12% | ||
| 5 | CHARTER COMMUNICATIONS INC N | 700,543 | 229,302,000 | 15.46% | ||
| 6 | AXALTA COATING SYS LTD | 7,472,948 | 240,629,000 | 16.23% | ||
| 7 | HERBALIFE LTD | 7,750,400 | 450,608,000 | 30.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001068, filed 2017.05.15).
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.
