Q3 2013 Holdings
Filed 2013-11-12 | 253 holdings | $70.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atmos Energy Corp(ATO) | COM | 049560105 | $26.4K | 620,000 | 0.0% |
| Coca Cola Enterprises Inc | COM | 19122T109 | $28.1K | 700,000 | 0.0% |
| Tyson Foods Inc(TSN) | COM | 902494103 | $28.3K | 1,000,000 | 0.0% |
| Delta Airlines Inc del(DAL) | COM | 247361702 | $28.3K | 1,200,000 | 0.0% |
| Safeway Inc | COM | 786514208 | $28.8K | 900,000 | 0.0% |
| Walgreen Company | COM | 931422109 | $32.3K | 600,000 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $101.6K | 196,155 | 0.1% |
| Conocophillips(COP) | COM | 20825C104 | $13.2M | 190,000 | 18.6% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $16.4M | 700,000 | 23.1% |
| Consolidated Edison Inc(ED) | COM | 209115104 | $17.3M | 313,500 | 24.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $22.3M | 1,900,000 | 31.4% |