Q2 2017 Holdings
Filed 2017-08-14 | 19 holdings | $78.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coty Inc(COTY) | COM CL A | 222070203 | $78.3M | 4,174,778 | 99.2% |
| Praxair Inc | COM | 74005P104 | $177.3K | 1,337,269 | 0.2% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $156.5K | 2,932,157 | 0.2% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $78.8K | 629,952 | 0.1% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $70.5K | 822,810 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $35.5K | 561,473 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $34.7K | 138,396 | 0.0% |
| Liberty Media Corp Delaware(FWONKUSD) | COM SER C FRMLA | 531229854 | $28.5K | 778,577 | 0.0% |
| Liberty Media Corp Delaware(LM05) | COM SER A FRMLA | 531229870 | $28.5K | 813,430 | 0.0% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $5.1K | 46,489 | 0.0% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $2.9K | 451,287 | 0.0% |