MOUNT LEBANON, PA
Allocation by class
Portfolio Concentration
Top 3 weight
38.6%
Top 10 weight
85.2%
Voting Authority Distribution
Total shares with voting rights: 18.89M
Full voting authority
18.89M
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 | COM | 1.09M | SH | $57.97M 15.85% | 1.09M | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | COM CL C | 5.39M | SH | $41.98M 11.48% | 5.39M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 289.68K | SH | $41.19M 11.26% | 289.68K | 0.00 | 0.00 |
IHS HOLDING LIMITEDSOLE | ORD SHS | 3.82M | SH | $31.51M 8.62% | 3.82M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 377.17K | SH | $27.22M 7.44% | 377.17K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 540.10K | SH | $26.49M 7.24% | 540.10K | 0.00 | 0.00 |
INTUITSOLE | COM | 98.78K | SH | $25.78M 7.05% | 98.78K | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 1.36M | SH | $21.57M 5.90% | 1.36M | 0.00 | 0.00 |
COURSERA INCSOLE | COM | 3.43M | SH | $19.37M 5.30% | 3.43M | 0.00 | 0.00 |
KOPPERS HOLDINGS INCSOLE | COM | 408.56K | SH | $18.34M 5.02% | 408.56K | 0.00 | 0.00 |
ARIS MINING CORPORATIONSOLE | COM | 1.02M | SH | $15.16M 4.15% | 1.02M | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 110.10K | SH | $12.58M 3.44% | 110.10K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 607.34K | SH | $8.82M 2.41% | 607.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 17.11K | SH | $6.05M 1.65% | 17.11K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 90.20K | SH | $4.73M 1.29% | 90.20K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 82.94K | SH | $2.45M 0.67% | 82.94K | 0.00 | 0.00 |
LIBERTY BROADBAND CORPSOLE | COM SER C | 57.54K | SH | $1.91M 0.52% | 57.54K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 55.50K | SH | $1.31M 0.36% | 55.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 1.00 | SH | $748.9K 0.20% | 1.00 | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 2.70K | SH | $274.1K 0.07% | 2.70K | 0.00 | 0.00 |
GRID DYNAMICS HLDGS INCSOLE | CL A | 30K | SH | $170.4K 0.05% | 30K | 0.00 | 0.00 |
LIBERTY LATIN AMERICA LTDSOLE | COM CL A | 10.32K | SH | $80.9K 0.02% | 10.32K | 0.00 | 0.00 |