| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NIELSEN HLDGS PLC | 468,572 | 25,101,000 | 9.32% | ||
| 2 | CHARTER COMM | 80,674 | 21,780,000 | 8.08% | ||
| 3 | ALPHABET INC | 27,266 | 21,194,000 | 7.87% | ||
| 4 | EQUIFAX INC | 149,759 | 20,155,000 | 7.48% | ||
| 5 | STARZ COM SER A | 629,885 | 19,646,000 | 7.29% | ||
| 6 | COMCAST CORP NEW | 286,160 | 18,984,000 | 7.05% | ||
| 7 | TIME WARNER INC | 236,857 | 18,856,000 | 7.00% | ||
| 8 | COSTAR GROUP | 77,652 | 16,814,000 | 6.24% | ||
| 9 | IMAX CORP COM | 568,040 | 16,456,000 | 6.11% | ||
| 10 | NEWS CORP CL A | 1,160,950 | 16,230,000 | 6.02% | ||
| 11 | LIBERTY GLOBAL PLC | 445,708 | 15,234,000 | 5.65% | ||
| 12 | TIME INC CSH MRG $18.50/SH 1/31/18 | 983,355 | 14,239,000 | 5.29% | ||
| 13 | World Wrestling Entertainment Inc | 593,203 | 12,635,000 | 4.69% | ||
| 14 | EROS INTL PLC SHS NEW | 759,014 | 11,628,000 | 4.32% | ||
| 15 | LIONS GATE ENTERTAINMENT ORD | 448,893 | 8,973,000 | 3.33% | ||
| 16 | LIBERTY GLOBAL PLC LILAC SHS CL A | 305,536 | 8,430,000 | 3.13% | ||
| 17 | DISH NETWORK A | 55,413 | 3,036,000 | 1.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-008746, 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.
