13F HOLDINGS REPORT
Hengistbury Investment Partners LLP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006348
Total Value
$237.6M
Positions
6
Other Managers
1
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 436,279 | $100.3M | 42.24% |
| 2 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 809,481 | $50.6M | 21.29% |
| 3 | CHARTER COMMUNICATIONS INC N | 16119P108 | 71,532 | $31.5M | 13.24% |
| 4 | BOOKING HOLDINGS INC | BKNG | 8,769 | $27.0M | 11.38% |
| 5 | HERC HLDGS INC | HRI | 121,066 | $14.4M | 6.06% |
| 6 | LIBERTY GLOBAL PLC | LBTYK | 740,020 | $13.7M | 5.78% |