Q1 2017 Holdings
Filed 2017-05-15 | 17 holdings | $115.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $114.6M | 7,076,778 | 99.5% |
| Praxair Inc | COM | 74005P104 | $143.7K | 1,211,627 | 0.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $129.4K | 2,788,762 | 0.1% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $94.4K | 679,858 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $77.3K | 852,310 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $51.9K | 750,922 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $51.5K | 246,428 | 0.0% |
| HRG Group Inc | COM | 40434J100 | $25.6K | 1,323,602 | 0.0% |
| Praxair Inc | COM | 74005P105 | $17.0K | 144,742 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $9.3K | 85,541 | 0.0% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $3.9K | 462,387 | 0.0% |
| HRG Group Inc | COM | 40434J101 | $3.0K | 158,212 | 0.0% |