Q4 2014 Holdings
Filed 2015-02-03 | 13 holdings | $283.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $51.5K | 600,000 | 18.2% |
| Grainger W W Inc(GWW) | COM | 384802104 | $42.1K | 165,000 | 14.8% |
| Home Depot Inc(HD) | COM | 437076102 | $36.7K | 350,000 | 13.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.5K | 700,000 | 11.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.5K | 150,000 | 8.0% |
| Potash Corp Sask Inc | COM | 73755L107 | $19.4K | 550,000 | 6.9% |
| Priceline GRP Inc | COM NEW | 741503403 | $17.1K | 15,000 | 6.0% |
| Aetna Inc New | COM | 00817Y108 | $15.5K | 175,000 | 5.5% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $14.7K | 200,000 | 5.2% |
| Schlumberger LTD(SLB) | COM | 806857108 | $13.7K | 160,000 | 4.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $6.7K | 75,000 | 2.4% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $6.1K | 100,000 | 2.2% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $4.7K | 50,000 | 1.7% |