Q1 2014 Holdings
Filed 2014-05-05 | 7 holdings | $214.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp(SCHW) | COM | 808513105 | $61.5K | 2,250,000 | 28.6% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $39.0K | 1,610,000 | 18.1% |
| Carnival Corporation(CCL) | PAIRED CTF | 143658300 | $37.9K | 1,000,000 | 17.6% |
| HCC INS Hldgs Inc | COM | 404132102 | $30.5K | 670,000 | 14.2% |
| Renaissancere Holding LTD(RNR) | COM | G7496G103 | $17.1K | 175,000 | 7.9% |
| Validus Holdings LTD | COM SHS | G9319H102 | $15.1K | 400,000 | 7.0% |
| Ryanair Holdings PLC | SPON ADR | 783513104 | $13.9K | 235,800 | 6.5% |