Location: New York, NY
CIK: 0001543170 · Show all filings
Period: Q1 2019 (← Previous) (Next →)
Filing Date: May 15, 2019
Total Value: $2.721B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| XPO | XPO LOGISTICS INC | 12,750,000 | $685M | 25.2% | $18.03 | +6.5% | COM | 983793100 |
| W | WAYFAIR INC | 3,750,000 | $557M | 20.5% | $54.53 | +139.2% | CL A | 94419L101 |
| — | GTT COMMUNICATIONS INC | 12,375,000 | $429M | 15.8% | $39.62 | — | COM | 362393100 |
| CIGI | COLLIERS INTL GROUP INC | 5,985,242 | $400M | 14.7% | $37.68 | +67.4% | SUB VTG SHS | 194693107 |
| CVNA | CARVANA CO | 5,600,000 | $325M | 11.9% | $31.16 | +35.1% | CL A | 146869102 |
| — | CIMPRESS N V | 2,358,903 | $189M | 6.9% | $76.59 | — | SHS EURO | N20146101 |
| IBP | INSTALLED BLDG PRODS INC | 2,800,000 | $136M | 5.0% | $25.87 | +52.6% | COM | 45780R101 |