| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FWONK | LIBERTY MEDIA CORP DEL | 1.84% | 4,300,000 | $409,102,000 | No Change | $95.14 | 13F | |
| EFX | EQUIFAX INC | 1.07% | 1,500,000 | $238,080,000 | No Change | $158.72 | 13F | |
| SCHW | SCHWAB CHARLES CORP | 0.93% | 2,250,000 | $207,607,500 | No Change | $92.27 | 13F | |
| FWONA | LIBERTY MEDIA CORP DEL | 0.33% | 850,000 | $74,409,000 | No Change | $87.54 | 13F |