Q3 2016 Holdings
Filed 2016-11-08 | 18 holdings | $554.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $126.0K | 2,226,390 | 22.7% |
| Praxair Inc | COM | 74005P104 | $121.7K | 1,007,249 | 21.9% |
| HRG Group Inc | COM | 40434J100 | $80.4K | 5,124,064 | 14.5% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $71.6K | 800,060 | 12.9% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $45.6K | 611,688 | 8.2% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $45.1K | 327,328 | 8.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $31.3K | 169,196 | 5.6% |
| Coty Inc(COTY) | COM CL A | 222070203 | $28.6K | 1,369,863 | 5.2% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $3.3K | 462,387 | 0.6% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $763 | 5,808 | 0.1% |
| Coty Inc | CALL | 222070903 | $77 | 1,550,000 | 0.0% |