Q4 2013 Holdings
Filed 2014-02-14 | 9 holdings | $453.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Jarden Corp | COM | 471109108 | $98.2K | 1,600,000 | 21.7% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $70.7K | 1,640,000 | 15.6% |
| Helen of Troy Corp LTD(HELE) | COM | G4388N106 | $59.3K | 1,200,000 | 13.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $54.0K | 895,000 | 11.9% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $47.5K | 915,000 | 10.5% |
| Lamar Advertising Co | CL A | 512815101 | $46.0K | 880,000 | 10.1% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $35.2K | 624,500 | 7.8% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $24.4K | 297,690 | 5.4% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $17.8K | 319,500 | 3.9% |