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RESOURCES  LEGEND INVESTOR STOCK PORTFOLIO
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Stock Picks: 30
Total Value: 10,725 Mil

CURRENT PORTFOLIO (As of June 30, 2019)

% Number of Value
Ticker Company
Portfolio Shares ($1,000)

LBTYK Liberty Global PLC 10.37% 41,937,674 1,112,606

VSAT Viasat Inc. 10.35% 13,732,068 1,109,826

FOXA Fox Corp. 9.33% 27,322,720 1,001,104

EBAY eBay Inc. 8.89% 24,146,000 953,767

LNG Cheniere Energy Inc. 6.81% 10,674,135 730,645

AGN Allergan PLC 5.74% 3,679,549 616,067

Bristol-Myers Squibb
BMY 5.50% 13,000,000 589,550
Company

QRVO Qorvo Inc. 5.39% 8,681,181 578,253

PCG PG&E Corp. 5.24% 24,500,000 561,540

CBS CBS Corp. 4.65% 10,000,000 499,000

MCK McKesson Corp. 3.25% 2,595,011 348,744

SYF Synchrony Financial 2.99% 9,260,557 321,064

CLNY Colony Capital Inc. 2.32% 49,687,370 248,437

UNVR Univar Inc. 1.95% 9,500,000 209,380

FOX Fox Corp. 1.93% 5,680,307 207,502

LBTYA Liberty Global PLC 1.8% 7,440,705 200,825

Amerisource Bergen
ABC 1.76% 2,214,192 188,782
Corp.

Takeda Pharmaceutical
TAK 1.56% 9,438,003 167,053
Co. Ltd.
 % Number of Value
Ticker Company
Portfolio Shares ($1,000)

AR Antero Resources Corp. 1.47% 28,587,791 158,090

Theravance Biopharma
TBPH 1.42% 9,309,168 152,019
Inc.

––– Others 7.19% 64,630,346 771,733

Asset Under
––– 100.00% 376,016,777 10,725,987
Management

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