Q3 2013 Holdings
Filed 2013-10-15 | 9 holdings | $328.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Time Warner Cable Inc | COM | 88732J207 | $89.3K | 800,000 | 27.2% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $47.6K | 2,250,000 | 14.5% |
| Carnival Corporation(CCL) | PAIRED CTF | 143658300 | $45.4K | 1,391,435 | 13.8% |
| HCC INS Hldgs Inc | COM | 404132102 | $34.3K | 781,600 | 10.4% |
| Ryanair Holdings PLC | SPON ADR | 783513104 | $34.0K | 684,180 | 10.4% |
| Renaissancere Holding LTD(RNR) | COM | G7496G103 | $27.2K | 300,089 | 8.3% |
| Validus Holdings LTD | COM SHS | G9319H102 | $20.3K | 550,000 | 6.2% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $16.3K | 600,000 | 5.0% |
| CRH P L C | ADR | 12626K203 | $13.6K | 563,456 | 4.2% |