Q2 2014 Holdings
Filed 2014-07-30 | 5 holdings | $202.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp(SCHW) | COM | 808513105 | $60.6K | 2,250,000 | 30.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $40.8K | 1,610,000 | 20.2% |
| Carnival Corporation(CCL) | PAIRED CTF | 143658300 | $37.7K | 1,000,000 | 18.6% |
| HCC INS Hldgs Inc | COM | 404132102 | $32.8K | 670,000 | 16.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $30.2K | 300,000 | 15.0% |