Q4 2014 Holdings
Filed 2015-02-17 | 14 holdings | $73.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $10.9K | 756,700 | 14.9% |
| Hospira Inc | COM | 441060100 | $9.8K | 159,501 | 13.4% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $8.1K | 165,000 | 11.1% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $6.2K | 85,400 | 8.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $5.9K | 25,800 | 8.0% |
| AOL Inc | COM | 00184X105 | $5.5K | 119,474 | 7.5% |
| Liberty Global PLC | SHS CL A | G5480U104 | $4.7K | 93,900 | 6.4% |
| Liberty Global PLC | SHS CL C | G5480U120 | $4.3K | 89,500 | 5.9% |
| Endo Intl PLC | SHS | G30401106 | $4.1K | 56,200 | 5.5% |
| Ebay Inc(EBAY) | COM | 278642103 | $3.7K | 65,300 | 5.0% |
| Alere Inc | COM | 01449J105 | $3.4K | 89,300 | 4.6% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $2.7K | 19,100 | 3.7% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $2.4K | 97,369 | 3.3% |
| Amerco(UHAL) | COM | 023586100 | $1.4K | 5,000 | 1.9% |