Q2 2013 Holdings
Filed 2013-07-12 | 8 holdings | $356.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Time Warner Cable Inc | COM | 88732J207 | $102.4K | 910,635 | 28.7% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $63.2K | 2,977,160 | 17.7% |
| Carnival Corporation(CCL) | PAIRED CTF | 143658300 | $47.7K | 1,391,435 | 13.4% |
| Renaissancere Holding LTD(RNR) | COM | G7496G103 | $36.9K | 425,089 | 10.3% |
| Ryanair Holdings PLC | SPON ADR | 783513104 | $35.3K | 684,180 | 9.9% |
| HCC INS Hldgs Inc | COM | 404132102 | $34.5K | 800,000 | 9.7% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $25.4K | 1,000,000 | 7.1% |
| CRH P L C | ADR | 12626K203 | $11.4K | 563,456 | 3.2% |