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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | -2,276,000 | Exited | 13F | ||||
| BATRK | ATLANTA BRAVES HLDGS INC | -115,428 | Exited | 13F | ||||
| CHTR | CHARTER COMMUNICATIONS INC N | -1,060,882 | Exited | 13F | ||||
| DEO | DIAGEO PLC | -227,750 | Exited | 13F | ||||
| DPZ | DOMINOS PIZZA INC | -3,350,000 | Exited | 13F | ||||
| HEIA | HEICO CORP NEW | -1,294,612 | Exited | 13F | ||||
| LAMR | LAMAR ADVERTISING CO NEW | -1,202,410 | Exited | 13F | ||||
| FWONK | LIBERTY MEDIA CORP DEL | -3,018,555 | Exited | 13F | ||||
| MA | MASTERCARD INCORPORATED | -3,986,648 | Exited | 13F | ||||
| POOL | POOL CORP | -3,068,885 | Exited | 13F | ||||
| UNH | UNITEDHEALTH GROUP INC | -5,039,564 | Exited | 13F | ||||
| V | VISA INC | -8,297,460 | Exited | 13F | ||||
| ALLE | ALLEGION PLC | -780,133 | Exited | 13F | ||||
| AON | AON PLC | -3,602,995 | Exited | 13F | ||||
| LILA | LIBERTY LATIN AMERICA LTD | -2,396,665 | Exited | 13F | ||||
| LILAK | LIBERTY LATIN AMERICA LTD | -1,284,020 | Exited | 13F |