Mark Massey / Portfolio / 2019-Q3

    Company Shares Market value Share price
    Charter Communications, Inc. 1.1M $446M $412
    TransDigm Group Incorporated 585K $305M $521
    Moody's Corporation 1.1M $215M $205
    Mastercard Incorporated 397K $108M $272
    Visa Inc. 252K $43M $172
    O'Reilly Automotive, Inc. 94K $37M $399

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