Q2 2013 Holdings
Filed 2013-08-09 | 251 holdings | $66.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tyson Foods Inc(TSN) | COM | 902494103 | $25.7K | 1,000,000 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $25.7K | 917,450 | 0.0% |
| Google Inc | COM | 38259P508 | $26.4K | 30,000 | 0.0% |
| Walgreen Company | COM | 931422109 | $26.5K | 600,000 | 0.0% |
| Community Health Systems Inc(CYH) | COM | 203668108 | $28.1K | 600,000 | 0.0% |
| Health Mgmt Assoc | COM | 421933102 | $31.4K | 2,000,000 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $220.9K | 419,145 | 0.3% |
| Conocophillips(COP) | COM | 20825C104 | $11.5M | 190,000 | 17.4% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $17.0M | 700,000 | 25.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $17.6M | 1,900,000 | 26.6% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $18.3M | 313,500 | 27.6% |