Mark Massey / Portfolio / 2019-Q2

    Company Shares Market value Share price
    Charter Communications, Inc. 954K $377M $395
    TransDigm Group Incorporated 606K $293M $484
    Moody's Corporation 1.1M $221M $195
    O'Reilly Automotive, Inc. 309K $114M $369
    Mastercard Incorporated 397K $105M $265
    Visa Inc. 283K $49M $174

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