Q2 2014 Holdings
Filed 2014-08-14 | 13 holdings | $979.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zoetis Inc(ZTS) | CL A | 98978V103 | $141.8K | 4,395,000 | 14.5% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $114.0K | 1,590,000 | 11.6% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $104.4K | 811,500 | 10.7% |
| Mylan Inc | COM | 628530107 | $91.3K | 1,770,000 | 9.3% |
| Allergan Inc | COM | 018490102 | $82.9K | 490,000 | 8.5% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $80.2K | 725,000 | 8.2% |
| Armstrong World Inds Inc New(AWI) | COM | 04247X102 | $60.0K | 1,045,000 | 6.1% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $59.8K | 1,701,500 | 6.1% |
| Time Warner Cable Inc | COM | 88732J207 | $57.4K | 390,000 | 5.9% |
| Lamar Advertising Co | CL A | 512815101 | $53.0K | 1,000,000 | 5.4% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $52.9K | 419,500 | 5.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $44.0K | 820,000 | 4.5% |
| Google Inc | CL A | 38259P508 | $37.7K | 64,400 | 3.8% |