Mark Massey / Portfolio / 2019-Q4

    Company Shares Market value Share price
    Charter Communications, Inc. 1.1M $525M $485
    TransDigm Group Incorporated 585K $328M $560
    Alphabet Inc. 230K $308M $1.3K
    Moody's Corporation 1.1M $249M $237
    Mastercard Incorporated 397K $119M $299
    Visa Inc. 252K $47M $188
    O'Reilly Automotive, Inc. 94K $41M $438

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