| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NIELSEN HLDGS PLC | 506,018 | 23,580,000 | 8.67% | ||
| 2 | EQUIFAX INC | 177,258 | 19,741,000 | 7.26% | ||
| 3 | ALPHABET INC | 25,185 | 19,112,000 | 7.02% | ||
| 4 | IMAX CORP COM | 532,471 | 18,924,000 | 6.96% | ||
| 5 | STARZ COM SER A | 563,620 | 18,881,000 | 6.94% | ||
| 6 | LIBERTY GLOBAL PLC | 425,924 | 18,042,000 | 6.63% | ||
| 7 | LINKEDIN CORP COM CL A | 73,107 | 16,455,000 | 6.05% | ||
| 8 | FACEBOOK INC | 156,026 | 16,330,000 | 6.00% | ||
| 9 | CBS CORP NEW | 313,155 | 14,759,000 | 5.42% | ||
| 10 | THOMSON REUTERS CORP | 376,974 | 14,268,000 | 5.24% | ||
| 11 | NEWS CORP CL A | 1,031,418 | 13,780,000 | 5.06% | ||
| 12 | COMCAST CORP NEW | 231,495 | 13,063,000 | 4.80% | ||
| 13 | COSTAR GROUP | 61,421 | 12,695,000 | 4.67% | ||
| 14 | LIBERTY GLOBAL PLC LILAC SHS CL A | 239,125 | 9,893,000 | 3.64% | ||
| 15 | SEAWORLD ENTERTAINMENT INCORPORATED | 486,143 | 9,572,000 | 3.52% | ||
| 16 | TRIBUNE MEDIA CO | 255,320 | 8,632,000 | 3.17% | ||
| 17 | TIME INC CSH MRG $18.50/SH 1/31/18 | 519,398 | 8,139,000 | 2.99% | ||
| 18 | EROS INTL PLC SHS NEW | 728,456 | 6,665,000 | 2.45% | ||
| 19 | EXPEDIA INC DEL | 46,366 | 5,763,000 | 2.12% | ||
| 20 | World Wrestling Entertainment Inc | 212,045 | 3,783,000 | 1.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-005503, filed 2016.02.11).
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.
