| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 179,100 | 5,178,000 | 16.73% | ||
| 2 | RACKSPACE HOSTING INC | 202,091 | 4,988,000 | 16.11% | ||
| 3 | SBA COMMUNICATIONS CORPORATION | 44,966 | 4,710,000 | 15.21% | ||
| 4 | GRAY TELEVISION INC COM | 335,610 | 4,282,000 | 13.83% | ||
| 5 | VERIZON COMMUNICATIONS INC | 55,965 | 2,435,000 | 7.87% | ||
| 6 | FRONTIER COMM | 473,590 | 2,250,000 | 7.27% | ||
| 7 | TAKE-TWO INTERACTIVE SOFTWARE COM | 66,300 | 1,905,000 | 6.15% | ||
| 8 | EHI CAR SVCS LTD | 117,187 | 1,358,000 | 4.39% | ||
| 9 | SINCLAIR BROADCAST GROUP INC | 46,400 | 1,175,000 | 3.80% | ||
| 10 | ROI ACQUISITION CORP II | 107,944 | 1,079,000 | 3.49% | ||
| 11 | NEXSTAR MEDIA GROUP INC | 19,700 | 933,000 | 3.01% | ||
| 12 | MEDIA GENERAL INC NEW | 3,000 | 561,000 | 1.81% | ||
| 13 | INTERXION HOLDING N.V | 1,000 | 105,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000890163-15-000083, filed 2015.11.05).
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.
