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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | 12.42% | 2,950,568 | $291,693,152 | -185,900 | -5.93% | $98.86 | 13F |
| AMZN | AMAZON COM INC | 9.15% | 1,032,200 | $214,976,294 | -105,800 | -9.3% | $208.27 | 13F |
| NYT | NEW YORK TIMES CO | 8.76% | 2,458,659 | $205,863,518 | -646,650 | -20.82% | $83.73 | 13F |
| SCHW | SCHWAB CHARLES CORP | 6.73% | 1,682,243 | $158,097,197 | -156,100 | -8.49% | $93.98 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.41% | 258,700 | $127,158,811 | -4,900 | -1.86% | $491.53 | 13F |
| ESS | ESSEX PPTY TR INC | 3.07% | 297,912 | $72,094,704 | -235,065 | -44.1% | $242 | 13F |