- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 12.67% | 4,000,000 | $598,240,000 | 1,500,000 | 60% | $149.56 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 7.74% | 4,300,000 | $365,586,000 | 700,000 | 19.44% | $85.02 | 13F |
| WMG | WARNER MUSIC GROUP CORP | 6.41% | 11,850,000 | $302,649,000 | 3,850,000 | 48.13% | $25.54 | 13F |
| DKS | DICKS SPORTING GOODS INC | 5.77% | 1,375,000 | $272,648,750 | 875,000 | 175% | $198.29 | 13F |
| EFX | EQUIFAX INC | 5.72% | 1,500,000 | $270,105,000 | 500,000 | 50% | $180.07 | 13F |
| WING | Wingstop Inc. | 4.65% | 1,500,000 | $219,555,000 | 250,000 | 20.00% | 13G | |
| FWONA | LIBERTY MEDIA CORP DEL | 1.41% | 850,000 | $66,368,000 | 37,250 | 4.58% | $78.08 | 13F |