Hedge Fund - Patient Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 643,989 $116,162,743 -11% 5.65%
2. C 1,777,075 $112,382,218 -6% 5.47%
3. EXPE 729,594 $100,501,528 -23% 4.89%
4. OMF 1,863,738 $95,218,376 -14% 4.63%
5. DAL 1,916,503 $91,742,991 +1% 4.46%