Q4 2014 Holdings
Filed 2015-02-17 | 7 holdings | $1.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2015-02-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CDK Global Inc(CDK)A | COM | 12508E101 | $515.5K | 12,647,333 | 38.3% |
| Actavis PLC | SHS | G0083B108 | $205.9K | 800,000 | 15.3% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $189.1K | 4,395,000 | 14.1% |
| Mylan Inc | COM | 628530107 | $139.0K | 2,465,000 | 10.3% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $125.5K | 870,000 | 9.3% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $93.7K | 1,325,000 | 7.0% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $75.7K | 1,971,762 | 5.6% |