Hedge Fund - Stillwater Investment Management

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No. Security Ticker Shares Value Activity % Port History
1. CMCSA 1,048,700 $40,354,000 -18% 17.21%
2. LSXMA 871,981.130,097 $32,113,000 -11% 13.7%
3. QSR 429,378 $27,429,000 -32% 11.7%
4. APD 124,422 $18,815,000 -27% 8.02%
5. CHRW 192,500 $14,649,000 -25% 6.24%