MOUNT LEBANON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
39.9%
Top 10 weight
86.6%
Voting Authority Distribution
Total shares with voting rights: 19.35M
Full voting authority
19.35M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQT CORPSOLE | EQT | 1.08M | SH | $69.01M 16.88% | 1.08M | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | LILAK | 5.41M | SH | $47.75M 11.68% | 5.41M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CHTR | 215.08K | SH | $46.43M 11.36% | 215.08K | 0.00 | 0.00 |
INTUITSOLE | INTU | 91.15K | SH | $39.41M 9.64% | 91.15K | 0.00 | 0.00 |
IHS HOLDING LIMITEDSOLE | IHS | 4.52M | SH | $37.17M 9.09% | 4.52M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | CZR | 1.02M | SH | $26.90M 6.58% | 1.02M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | UBER | 360.67K | SH | $25.94M 6.35% | 360.67K | 0.00 | 0.00 |
FISERV INCSOLE | FISV | 422.03K | SH | $23.55M 5.76% | 422.03K | 0.00 | 0.00 |
COURSERA INCSOLE | COUR | 3.30M | SH | $19.23M 4.70% | 3.30M | 0.00 | 0.00 |
ARIS MINING CORPORATIONSOLE | ARMN | 1M | SH | $18.56M 4.54% | 1M | 0.00 | 0.00 |
KOPPERS HOLDINGS INCSOLE | KOP | 457.85K | SH | $17.71M 4.33% | 457.85K | 0.00 | 0.00 |
BAIDU INCSOLE | BIDU | 106.10K | SH | $11.82M 2.89% | 106.10K | 0.00 | 0.00 |
Alphabet CL CSOLE | GOOG | 17.11K | SH | $4.91M 1.20% | 17.11K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | VSTS | 607.34K | SH | $4.77M 1.17% | 607.34K | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | LILA | 502.73K | SH | $4.34M 1.06% | 502.73K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | LBRDK | 82.19K | SH | $4.13M 1.01% | 82.19K | 0.00 | 0.00 |
ISHARES TRSOLE | IGSB | 48.70K | SH | $2.56M 0.63% | 48.70K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | SATS | 16.83K | SH | $1.97M 0.48% | 16.83K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | KHC | 55.50K | SH | $1.25M 0.31% | 55.50K | 0.00 | 0.00 |
1/100 Berkshire Hath ASOLE | BRKA | 100.00 | SH | $718.6K 0.18% | 100.00 | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | SIRI | 30.94K | SH | $714.0K 0.17% | 30.94K | 0.00 | 0.00 |