Mic Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Mic Capital Partners
Mic Capital Partners holds 18 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Element Solutions (ESI) | 15.1 | $44M | 3.8M | 11.68 | |
| Berkshire Hathaway (BRK.A) | 12.8 | $37M | 110.00 | 339590.91 | |
| Humana (HUM) | 9.7 | $28M | 78k | 366.52 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 8.7 | $26M | 400k | 63.77 | |
| Howard Hughes | 7.9 | $23M | 182k | 126.80 | |
| Seaworld Entertainment (PRKS) | 7.8 | $23M | 717k | 31.71 | |
| Dave & Buster's Entertainmnt (PLAY) | 5.4 | $16M | 393k | 40.17 | |
| Colony Cap Inc New cl a | 5.2 | $15M | 3.2M | 4.75 | |
| Takeda Pharmaceutical (TAK) | 4.8 | $14M | 718k | 19.73 | |
| Fox Corporation (FOX) | 4.5 | $13M | 361k | 36.40 | |
| Gtt Communications | 4.0 | $12M | 1.0M | 11.35 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $11M | 8.5k | 1339.35 | |
| Gaia (GAIA) | 3.5 | $10M | 1.3M | 7.99 | |
| Cemex SAB de CV (CX) | 2.7 | $7.8M | 2.1M | 3.78 | |
| Univar | 2.1 | $6.2M | 254k | 24.24 | |
| Yatra Online Inc ord (YTRA) | 1.7 | $5.0M | 1.6M | 3.15 | |
| Fox Corp (FOXA) | 0.2 | $482k | 13k | 37.08 | |
| Seadrill | 0.0 | $75k | 29k | 2.56 |
