 ASBURY AUTOMOTIVEABG |
| 11.85% | 9.67% | $565.0万 | 2.5万股 | $565.0万 | 2.5万股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 9.2% | 7.51% | $439.0万 | 5.5万股 | $439.0万 | 5.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 7.76% | 6.34% | $370.3万 | 2.8万股 | $370.3万 | 2.8万股 | 00.00% | 持仓不变 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 7.48% | 6.11% | $356.7万 | 10.7万股 | $356.7万 | 10.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 7.27% | 5.93% | $346.6万 | 1.5万股 | $346.6万 | 1.5万股 | 00.00% | 持仓不变 |
 ATLANTA BRAVESBATRK |
| 7.12% | 5.81% | $339.5万 | 9.5万股 | $339.5万 | 9.5万股 | 00.00% | 持仓不变 |
 AUTONATIONAN |
| 6.36% | 5.19% | $303.3万 | 2.0万股 | $303.3万 | 2.0万股 | 00.00% | 持仓不变 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 5.84% | 4.77% | $278.7万 | 3.1万股 | $278.7万 | 3.1万股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 4.87% | 3.98% | $232.5万 | 2.8万股 | $232.5万 | 2.8万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 4.33% | 3.54% | $206.5万 | 1.5万股 | $206.5万 | 1.5万股 | 00.00% | 持仓不变 |
 NEW YORK TIMES MTN BENYT |
| 4.33% | 3.53% | $206.4万 | 5.0万股 | $206.4万 | 5.0万股 | 00.00% | 持仓不变 |
 自由媒体FWONK |
| 3.36% | 10.15% | $160.1万 | 6.3万股 | $593.0万 | 23.3万股 | -17.0万股-73.00% | 减仓 |
 OUTFRONT MEDIAOUT |
| 3.07% | 2.51% | $146.5万 | 14.5万股 | $146.5万 | 14.5万股 | 00.00% | 持仓不变 |
| PPIONEER NAT RES COPXD |
| 2.41% | 1.96% | $114.8万 | 5,001股 | $114.8万 | 5,001股 | 00.00% | 持仓不变 |
| CCLEAR CHANNEL OUTDOORCCO |
| 2.39% | 1.95% | $113.8万 | 72.0万股 | $113.8万 | 72.0万股 | 00.00% | 持仓不变 |
| RRHRH |
| 2.22% | 1.81% | $105.7万 | 4,000股 | $105.7万 | 4,000股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 2.21% | 1.8% | $105.3万 | 3.2万股 | $105.3万 | 3.2万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 1.64% | 1.34% | $78.2万 | 2.5万股 | $78.2万 | 2.5万股 | 00.00% | 持仓不变 |
 ADVANCE AUTO PARTSAAP |
| 1.47% | 1.2% | $70.1万 | 1.3万股 | $70.1万 | 1.3万股 | 00.00% | 持仓不变 |
 CHARTER COMMUNICATIONSCHTR |
| 1.39% | 1.14% | $66.3万 | 1,508股 | $66.3万 | 1,508股 | 00.00% | 持仓不变 |
 LIBERTY LIVELLYVK |
| 1.06% | 1.11% | $50.5万 | 1.6万股 | $65.1万 | 2.0万股 | -4,563股-22.49% | 减仓 |
| UUNDER ARMOUR INC CL CUA |
| 0.67% | 0.55% | $31.9万 | 5.0万股 | $31.9万 | 5.0万股 | 00.00% | 持仓不变 |
| SSIRIUS XM HLDGS INCSIRIEUR |
| 0.66% | 0.54% | $31.6万 | 7.0万股 | $31.6万 | 7.0万股 | 00.00% | 持仓不变 |
| LLiberty Media CorpFWONK |
| 0.54% | 10.9% | $25.7万 | 1.0万股 | $636.6万 | 25.0万股 | -24.0万股-95.96% | 减仓 |
| DDOUGLAS ELLIMANDOUG |
| 0.34% | 0.28% | $16.3万 | 7.2万股 | $16.3万 | 7.2万股 | 00.00% | 持仓不变 |
| L自由媒体LLYVA |
| 0.17% | 0.39% | $8.1万 | 2,525股 | $22.6万 | 7,073股 | -4,548股-64.30% | 减仓 |
