Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $39.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $37.9M | 280,000 | 96.3% |
| CDK Global Inc(CDK) | COM | 12508E101 | $591.4K | 12,647,333 | 1.5% |
| Actavis PLC | SHS | G0083B108 | $238.1K | 800,000 | 0.6% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $203.4K | 4,395,000 | 0.5% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $131.6K | 870,000 | 0.3% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $125.4K | 725,000 | 0.3% |
| Mylan N V | SHS EURO | N59465109 | $115.4K | 1,945,000 | 0.3% |
| Twenty First Centy FOX Inc | CL A | 90130A101 | $66.7K | 1,971,762 | 0.2% |