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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ECHO | ECHOSTAR CORP | 2.28% | 5,000,000 | $507,500,000 | -2,000,000 | -28.57% | $101.5 | 13F |
| GWRE | GUIDEWIRE SOFTWARE INC | 2.1% | 3,804,000 | $468,082,200 | -196,000 | -4.9% | $123.05 | 13F |
| NYT | NEW YORK TIMES CO MTN BE | 1.57% | 5,000,000 | $349,900,000 | -38,727 | -0.77% | $69.98 | 13F |
| VRT | VERTIV HOLDINGS CO | 0.37% | 244,906 | $81,999,427 | -755,094 | -75.51% | $334.82 | 13F |