| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EQUIFAX INC | 182,081 | 23,379,000 | 9.72% | ||
| 2 | NIELSEN HLDGS PLC | 414,641 | 21,549,000 | 8.96% | ||
| 3 | CHARTER COMM | 81,983 | 18,745,000 | 7.79% | ||
| 4 | ALPHABET INC | 25,868 | 17,903,000 | 7.44% | ||
| 5 | STARZ COM SER A | 597,597 | 17,880,000 | 7.43% | ||
| 6 | IMAX CORP COM | 574,047 | 16,923,000 | 7.04% | ||
| 7 | TIME INC CSH MRG $18.50/SH 1/31/18 | 993,757 | 16,357,000 | 6.80% | ||
| 8 | COMCAST CORP NEW | 244,573 | 15,944,000 | 6.63% | ||
| 9 | NEWS CORP CL A | 1,173,230 | 13,316,000 | 5.54% | ||
| 10 | LIBERTY GLOBAL PLC | 450,423 | 13,089,000 | 5.44% | ||
| 11 | EROS INTL PLC SHS NEW | 790,686 | 12,864,000 | 5.35% | ||
| 12 | COSTAR GROUP | 54,909 | 12,006,000 | 4.99% | ||
| 13 | World Wrestling Entertainment Inc | 599,477 | 11,036,000 | 4.59% | ||
| 14 | TRIBUNE MEDIA CO | 270,132 | 10,584,000 | 4.40% | ||
| 15 | LIBERTY GLOBAL PLC LILAC SHS CL A | 308,766 | 9,961,000 | 4.14% | ||
| 16 | TIME WARNER INC | 82,498 | 6,067,000 | 2.52% | ||
| 17 | DISH NETWORK A | 56,000 | 2,934,000 | 1.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-007857, filed 2016.08.15).
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.
