Mark Massey / Portfolio / 2019-Q1

    Company Shares Market value Share price
    Charter Communications, Inc. 860K $298M $347
    TransDigm Group Incorporated 642K $292M $454
    Moody's Corporation 1.1M $205M $181
    O'Reilly Automotive, Inc. 309K $120M $388
    Mastercard Incorporated 397K $93M $235
    Visa Inc. 283K $44M $156

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