Q3 2014 Holdings
Filed 2014-10-20 | 5 holdings | $215.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp(SCHW) | COM | 808513105 | $66.1K | 2,250,000 | 30.7% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $40.7K | 1,610,000 | 18.9% |
| Davita Healthcare Partners, Inc(DVA) | COM | 23918K108 | $40.2K | 550,000 | 18.7% |
| Carnival Corporation(CCL) | PAIRED CTF | 143658300 | $40.2K | 1,000,000 | 18.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $28.4K | 300,000 | 13.2% |