Q4 2017 Holdings
Filed 2018-02-05 | 11 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clorox Co del(CLX) | COM | 189054109 | $239.4K | 1,609,500 | 14.8% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $238.0K | 6,539,000 | 14.7% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $211.3K | 1,751,400 | 13.1% |
| General MLS Inc(GIS) | COM | 370334104 | $209.0K | 3,525,000 | 12.9% |
| Conagra Brands Inc(CAG) | COM | 205887102 | $178.6K | 4,742,450 | 11.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $157.4K | 4,345,100 | 9.7% |
| Waste Mgmt Inc del(WM) | COM | 94106L109 | $124.5K | 1,442,800 | 7.7% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $100.3K | 1,782,430 | 6.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $73.0K | 853,340 | 4.5% |
| Lamb Weston Hldgs Inc(LW) | COM | 513272104 | $50.9K | 901,111 | 3.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $35.3K | 824,100 | 2.2% |