Q3 2014 Holdings
Filed 2014-11-14 | 10 holdings | $896.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zoetis Inc(ZTS) | CL A | 98978V103 | $162.4K | 4,395,000 | 18.1% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $105.6K | 811,500 | 11.8% |
| Mylan Inc | COM | 628530107 | $102.1K | 2,245,000 | 11.4% |
| Allergan Inc | COM | 018490102 | $90.8K | 509,800 | 10.1% |
| Actavis PLC | SHS | G0083B108 | $90.5K | 375,000 | 10.1% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $81.0K | 1,325,000 | 9.0% |
| Time Warner Cable Inc | COM | 88732J207 | $80.8K | 563,300 | 9.0% |
| CDK Global Inc(CDK) | COM | 12508E101 | $73.4K | 2,397,900 | 8.2% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $66.1K | 1,926,500 | 7.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $44.1K | 820,000 | 4.9% |